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Bard Financial Services’s Cisco CSCO Stock Holding History

Bard Financial Services’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
2025
Q3 		$10.3M Sell
150,860
-375
-0.2% -$25.6K 1.13% 24
2025
Q2 		$10.5M Sell
151,235
-875
-0.6% -$53.8K 1.25% 18
2025
Q1 		$9.39M Sell
152,110
-325
-0.2% -$20K 1.15% 20
2024
Q4 		$9.02M Sell
152,435
-170
-0.1% -$9.71K 1.08% 25
2024
Q3 		$8.12M Sell
152,605
-53,995
-26% -$2.63M 0.96% 28
2024
Q2 		$9.82M Buy
206,600
+1,100
+0.5% +$52.2K 1.01% 28
2024
Q1 		$10.3M Buy
205,500
+1,125
+0.6% +$56.1K 1.09% 27
2023
Q4 		$10.3M Buy
204,375
+3,325
+2% +$170K 1.16% 19
2023
Q3 		$10.8M Buy
201,050
+5,125
+3% +$277K 1.34% 18
2023
Q2 		$10.1M Sell
195,925
-1,710
-0.9% -$84.1K 0.77% 31
2023
Q1 		$10.3M Buy
197,635
+825
+0.4% +$40.3K 0.83% 32
2022
Q4 		$9.74M Buy
196,810
+3,535
+2% +$161K 0.83% 31
2022
Q3 		$7.73M Buy
193,275
+7,085
+4% +$314K 0.72% 34
2022
Q2 		$7.94M Buy
186,190
+250
+0.1% +$12K 0.73% 34
2022
Q1 		$10.4M Buy
185,940
+2,875
+2% +$163K 0.84% 29
2021
Q4 		$11.6M Buy
183,065
+1,925
+1% +$110K 0.94% 23
2021
Q3 		$9.86M Buy
181,140
+950
+0.5% +$53.3K 0.87% 26
2021
Q2 		$9.55M Buy
180,190
+4,400
+3% +$231K 0.85% 29
2021
Q1 		$9.09M Sell
175,790
-514
-0.3% -$24.1K 0.88% 29
2020
Q4 		$7.89M Buy
+176,304
New +$7.25M 0.79% 33

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bard Financial Services's CSCO Position: Q3 2025 in Review

Bard Financial Services reduced its Cisco (CSCO) stake by 0.25% in Q3 2025, selling an estimated $25.6K and leaving 150,860 shares worth $10.3M. The position accounts for 1.13% of the portfolio, ranked #24.

Bard Financial Services first reported a position in CSCO in Q4 2020 and has held it in 20 quarters since. The position peaked at $11.6M in Q4 2021. 3,454 funds tracked by Wall St. Rank hold CSCO as of Q3 2025.

  • Bard Financial Services held 150,860 shares of Cisco worth $10.3M as of Q3 2025.
  • Bard Financial Services sold 375 Cisco shares in Q3 2025, an estimated $25.6K.
  • Cisco made up 1.13% of Bard Financial Services's portfolio in Q3 2025, its #24 holding.
  • Bard Financial Services first reported a position in Cisco in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Cisco position peaked at $11.6M in Q4 2021.
  • 3,454 funds tracked by Wall St. Rank held Cisco as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.