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Beacon Financial Advisory’s Cisco CSCO Stock Holding History

Beacon Financial Advisory’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 		$764K Sell
6,507
-209
-3% -$21.9K 0.15% 179
2026
Q1 		$521K Buy
6,716
+352
+6% +$27.6K 0.12% 222
2025
Q4 		$490K Sell
6,364
-621
-9% -$46.1K 0.11% 221
2025
Q3 		$478K Buy
6,985
+1,590
+29% +$108K 0.11% 218
2025
Q2 		$374K Sell
5,395
-292
-5% -$17.9K 0.1% 240
2025
Q1 		$351K Sell
5,687
-16,777
-75% -$1.03M 0.11% 216
2024
Q4 		$1.33M Buy
22,464
+19
+0.1% +$1.08K 0.43% 54
2024
Q3 		$1.19M Sell
22,445
-184
-0.8% -$8.95K 0.41% 60
2024
Q2 		$1.08M Buy
22,629
+2,746
+14% +$130K 0.4% 60
2024
Q1 		$992K Buy
19,883
+769
+4% +$38.4K 0.48% 56
2023
Q4 		$966K Sell
19,114
-178
-0.9% -$9.1K 0.47% 63
2023
Q3 		$1.04M Buy
19,292
+498
+3% +$26.9K 0.57% 47
2023
Q2 		$972K Buy
18,794
+631
+3% +$31K 0.56% 52
2023
Q1 		$949K Buy
18,163
+1,114
+7% +$54.4K 0.6% 48
2022
Q4 		$812K Buy
17,049
+1,104
+7% +$50.2K 0.58% 51
2022
Q3 		$638K Sell
15,945
-2,037
-11% -$90.4K 0.45% 70
2022
Q2 		$767K Sell
17,982
-21
-0.1% -$1K 0.44% 68
2022
Q1 		$1M Sell
18,003
-59
-0.3% -$3.34K 0.48% 61
2021
Q4 		$1.15M Buy
18,062
+333
+2% +$19K 0.53% 54
2021
Q3 		$965K Buy
17,729
+5
+0% +$281 0.5% 63
2021
Q2 		$939K Sell
17,724
-695
-4% -$36.6K 0.5% 64
2021
Q1 		$952K Buy
18,419
+3,627
+25% +$170K 0.54% 56
2020
Q4 		$661K Sell
14,792
-946
-6% -$38.9K 0.43% 72
2020
Q3 		$619K Buy
15,738
+6,353
+68% +$277K 0.54% 54
2020
Q2 		$437K Buy
9,385
+3
+0% +$132 0.48% 63
2020
Q1 		$368K Buy
9,382
+2,945
+46% +$129K 0.47% 70
2019
Q4 		$308K Buy
+6,437
New +$299K 0.26% 111

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

Beacon Financial Advisory's CSCO Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Cisco (CSCO) stake by 3.1% in Q2 2026, selling an estimated $21.9K and leaving 6,507 shares worth $764K. The position accounts for 0.15% of the portfolio, ranked #179.

Beacon Financial Advisory first reported a position in CSCO in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.33M in Q4 2024. 4,083 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Beacon Financial Advisory held 6,507 shares of Cisco worth $764K as of Q2 2026.
  • Beacon Financial Advisory sold 209 Cisco shares in Q2 2026, an estimated $21.9K.
  • Cisco made up 0.15% of Beacon Financial Advisory's portfolio in Q2 2026, its #179 holding.
  • Beacon Financial Advisory first reported a position in Cisco in Q4 2019 and has held it in 27 quarters since.
  • Beacon Financial Advisory's Cisco position peaked at $1.33M in Q4 2024.
  • 4,083 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.