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Applied Finance Capital Management’s Cisco CSCO Stock Holding History

Applied Finance Capital Management’s Portfolio CSCO Stock Details CSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41.2M Sell
350,893
-108,478
-24% -$11.3M 3.07% 6
2026
Q1 		$35.6M Sell
459,371
-52,797
-10% -$4.13M 2.68% 7
2025
Q4 		$39.5M Buy
512,168
+49,081
+11% +$3.64M 2.83% 5
2025
Q3 		$31.7M Sell
463,087
-45,022
-9% -$3.07M 2.25% 11
2025
Q2 		$35.3M Sell
508,109
-73,040
-13% -$4.49M 2.41% 8
2025
Q1 		$35.9M Sell
581,149
-594,264
-51% -$36.6M 2.64% 7
2024
Q4 		$69.6M Sell
1,175,413
-67,866
-5% -$3.88M 3.02% 2
2024
Q3 		$66.2M Buy
1,243,279
+94,544
+8% +$4.6M 2.83% 3
2024
Q2 		$54.6M Buy
1,148,735
+401,538
+54% +$19.1M 2.52% 10
2024
Q1 		$37.3M Buy
747,197
+167,518
+29% +$8.36M 2.62% 9
2023
Q4 		$29.3M Buy
579,679
+51,392
+10% +$2.63M 2.54% 11
2023
Q3 		$28.4M Buy
528,287
+70,072
+15% +$3.78M 3.09% 5
2023
Q2 		$23.7M Sell
458,215
-90,347
-16% -$4.44M 2.69% 10
2023
Q1 		$28.7M Buy
548,562
+2,252
+0.4% +$110K 3.57% 2
2022
Q4 		$26M Buy
+546,310
New +$24.9M 3.39% 3

Other funds holding CSCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Applied Finance Capital Management's CSCO Position: Q2 2026 in Review

Applied Finance Capital Management reduced its Cisco (CSCO) stake by 24% in Q2 2026, selling an estimated $11.3M and leaving 350,893 shares worth $41.2M. The position accounts for 3.07% of the portfolio, ranked #6.

Applied Finance Capital Management first reported a position in CSCO in Q4 2022 and has held it in 15 quarters since. The position peaked at $69.6M in Q4 2024. 4,069 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Applied Finance Capital Management held 350,893 shares of Cisco worth $41.2M as of Q2 2026.
  • Applied Finance Capital Management sold 108,478 Cisco shares in Q2 2026, an estimated $11.3M.
  • Cisco made up 3.07% of Applied Finance Capital Management's portfolio in Q2 2026, its #6 holding.
  • Applied Finance Capital Management first reported a position in Cisco in Q4 2022 and has held it in 15 quarters since.
  • Applied Finance Capital Management's Cisco position peaked at $69.6M in Q4 2024.
  • 4,069 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.