Beacon Financial Strategies’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
$353K Hold
3,008
0.18% 31
2026
Q1
$233K Sell
3,008
-2
-0.1% -$157 0.13% 36
2025
Q4
$232K Sell
3,010
-131
-4% -$9.72K 0.13% 38
2025
Q3
$215K Hold
3,141
0.13% 37
2025
Q2
$218K Buy
+3,141
New +$193K 0.14% 37
2023
Q3
Sell
-7,497
Closed -$388K 36
2023
Q2
$388K Buy
+7,497
New +$369K 0.32% 24

Other funds holding CSCO

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

Beacon Financial Strategies held its Cisco (CSCO) position steady in Q2 2026 at 3,008 shares worth $353K. The position accounts for 0.18% of the portfolio, ranked #31.

Beacon Financial Strategies first reported a position in CSCO in Q2 2023 and has held it in 6 quarters since. The position peaked at $388K in Q2 2023. 706 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Beacon Financial Strategies held 3,008 shares of Cisco worth $353K as of Q2 2026.
  • Beacon Financial Strategies left its Cisco share count unchanged in Q2 2026.
  • Cisco made up 0.18% of Beacon Financial Strategies's portfolio in Q2 2026, its #31 holding.
  • Beacon Financial Strategies first reported a position in Cisco in Q2 2023 and has held it in 6 quarters since.
  • Beacon Financial Strategies's Cisco position peaked at $388K in Q2 2023.
  • 706 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.