Axim Planning & Wealth’s Cisco CSCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$290K Buy
+2,467
New +$258K 0.41% 60
2025
Q3
Sell
-3,149
Closed -$218K 92
2025
Q2
$218K Buy
+3,149
New +$194K 0.2% 55
2025
Q1
Sell
-3,411
Closed -$202K 49
2024
Q4
$202K Buy
+3,411
New +$195K 0.22% 37
2023
Q4
Sell
-4,019
Closed -$216K 31
2023
Q3
$216K Sell
4,019
-213
-5% -$11.5K 0.19% 25
2023
Q2
$219K Buy
4,232
+204
+5% +$10K 0.2% 22
2023
Q1
$211K Sell
4,028
-915
-19% -$44.7K 0.21% 21
2022
Q4
$235K Hold
4,943
0.24% 23
2022
Q3
$198K Buy
4,943
+400
+9% +$17.7K 0.19% 18
2022
Q2
$194K Buy
+4,543
New +$217K 0.15% 16

Other funds holding CSCO

Axim Planning & Wealth's CSCO Position: Q2 2026 in Review

Axim Planning & Wealth opened a new position in Cisco (CSCO) in Q2 2026: 2,467 shares worth $290K. The stake represents 0.41% of the portfolio and ranks #60 among its holdings. This is a return to the name: Axim Planning & Wealth previously reported a position in CSCO as recently as Q2 2025.

Axim Planning & Wealth first reported a position in CSCO in Q2 2022 and has held it in 9 quarters since. 4,072 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Axim Planning & Wealth held 2,467 shares of Cisco worth $290K as of Q2 2026.
  • Cisco was a new Axim Planning & Wealth position in Q2 2026.
  • Cisco made up 0.41% of Axim Planning & Wealth's portfolio in Q2 2026, its #60 holding.
  • Axim Planning & Wealth first reported a position in Cisco in Q2 2022 and has held it in 9 quarters since.
  • 4,072 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.