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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Beacon Financial Advisory's CSCO Position: Q1 2026 in Review

Beacon Financial Advisory increased its Cisco (CSCO) stake by 5.5% in Q1 2026, buying an estimated $27.6K and bringing the position to 6,716 shares worth $521K. The position accounts for 0.12% of the portfolio, ranked #222.

Beacon Financial Advisory first reported a position in CSCO in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.33M in Q4 2024. 3,719 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Beacon Financial Advisory held 6,716 shares of Cisco worth $521K as of Q1 2026.
  • Beacon Financial Advisory bought 352 Cisco shares in Q1 2026, an estimated $27.6K.
  • Cisco made up 0.12% of Beacon Financial Advisory's portfolio in Q1 2026, its #222 holding.
  • Beacon Financial Advisory first reported a position in Cisco in Q4 2019 and has held it in 26 quarters since.
  • Beacon Financial Advisory's Cisco position peaked at $1.33M in Q4 2024.
  • 3,719 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.