Asset Planning Services Inc’s Cisco CSCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$10.1M Sell
93,942
-1,755
-2% -$198K 4.13% 5
2026
Q2
$11.2M Sell
95,697
-7,380
-7% -$772K 4.77% 5
2026
Q1
$8M Buy
103,077
+450
+0.4% +$35.2K 3.51% 14
2025
Q4
$7.9M Sell
102,627
-6,950
-6% -$516K 3.49% 10
2025
Q3
$7.5M Buy
109,577
+1,775
+2% +$121K 3.16% 13
2025
Q2
$7.48M Sell
107,802
-950
-0.9% -$58.4K 3.44% 10
2025
Q1
$6.71M Buy
108,752
+300
+0.3% +$18.5K 3.41% 12
2024
Q4
$6.42M Buy
108,452
+3,750
+4% +$214K 3.13% 11
2024
Q3
$5.57M Buy
104,702
+4,075
+4% +$198K 2.76% 19
2024
Q2
$4.78M Sell
100,627
-2,000
-2% -$95K 2.52% 21
2024
Q1
$5.12M Sell
102,627
-1,497
-1% -$74.7K 2.86% 17
2023
Q4
$5.26M Sell
104,124
-1,150
-1% -$58.8K 3.2% 15
2023
Q3
$5.66M Buy
105,274
+650
+0.6% +$35.1K 3.72% 9
2023
Q2
$5.41M Sell
104,624
-2,800
-3% -$138K 3.33% 13
2023
Q1
$5.62M Sell
107,424
-1,350
-1% -$65.9K 3.56% 12
2022
Q4
$5.18M Sell
108,774
-75
-0.1% -$3.41K 3.28% 16
2022
Q3
$4.35M Sell
108,849
-500
-0.5% -$22.2K 3.06% 18
2022
Q2
$4.66M Buy
109,349
+1,200
+1% +$57.4K 3.05% 19
2022
Q1
$6.03M Buy
108,149
+1,650
+2% +$93.4K 3.46% 14
2021
Q4
$6.75M Sell
106,499
-2,900
-3% -$166K 3.64% 10
2021
Q3
$5.96M Hold
109,399
– – 3.52% 10
2021
Q2
$5.8M Buy
109,399
+225
+0.2% +$11.8K 3.35% 13
2021
Q1
$5.64M Sell
109,174
-2,575
-2% -$121K 3.41% 13
2020
Q4
$5M Buy
111,749
+1,050
+0.9% +$43.2K 3.2% 15
2020
Q3
$4.36M Buy
110,699
+2,650
+2% +$116K 2.99% 20
2020
Q2
$5.04M Sell
108,049
-550
-0.5% -$24.1K 3.64% 12
2020
Q1
$4.27M Sell
108,599
-250
-0.2% -$11K 3.52% 10
2019
Q4
$5.22M Buy
108,849
+4,650
+4% +$216K 3.33% 12
2019
Q3
$5.15M Buy
104,199
+1,500
+1% +$78K 3.34% 9
2019
Q2
$5.62M Buy
102,699
+1,050
+1% +$58K 3.66% 7
2019
Q1
$5.49M Buy
101,649
+400
+0.4% +$19.4K 3.76% 7
2018
Q4
$4.39M Buy
101,249
+1,850
+2% +$84.7K 3.33% 11
2018
Q3
$4.84M Buy
99,399
+1,100
+1% +$49.5K 3.31% 12
2018
Q2
$4.23M Buy
98,299
+3,000
+3% +$131K 3.04% 19
2018
Q1
$4.09M Buy
95,299
+7,300
+8% +$310K 3.02% 17
2017
Q4
$3.37M Buy
+87,999
New +$3.14M 2.37% 29

Other funds holding CSCO

Asset Planning Services Inc's CSCO Position: Q3 2026 in Review

Asset Planning Services Inc reduced its Cisco (CSCO) stake by 1.8% in Q3 2026, selling an estimated $198K and leaving 93,942 shares worth $10.1M. The position accounts for 4.13% of the portfolio, ranked #5.

Asset Planning Services Inc first reported a position in CSCO in Q4 2017 and has held it in 36 quarters since. The position peaked at $11.2M in Q2 2026. 1,097 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Asset Planning Services Inc held 93,942 shares of Cisco worth $10.1M as of Q3 2026.
  • Asset Planning Services Inc sold 1,755 Cisco shares in Q3 2026, an estimated $198K.
  • Cisco made up 4.13% of Asset Planning Services Inc's portfolio in Q3 2026, its #5 holding.
  • Asset Planning Services Inc first reported a position in Cisco in Q4 2017 and has held it in 36 quarters since.
  • Asset Planning Services Inc's Cisco position peaked at $11.2M in Q2 2026.
  • 1,097 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Asset Planning Services Inc's 13F filing for Q3 2026, filed 15 Oct 2026.