Beam Wealth Advisors
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Beam Wealth Advisors’s Cisco CSCO Stock Holding History

Beam Wealth Advisors’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
Q3 		– Sell
-11,657
Closed -$1.37M – 118
2026
Q2 		$1.37M Sell
11,657
-190
-2% -$19.9K 0.3% 64
2026
Q1 		$919K Sell
11,847
-932
-7% -$73K 0.23% 72
2025
Q4 		$984K Sell
12,779
-247
-2% -$18.3K 0.27% 70
2025
Q3 		$891K Sell
13,026
-692
-5% -$47.2K 0.24% 80
2025
Q2 		$952K Buy
13,718
+301
+2% +$18.5K 0.28% 75
2025
Q1 		$828K Sell
13,417
-517
-4% -$31.8K 0.28% 72
2024
Q4 		$825K Buy
13,934
+472
+4% +$27K 0.26% 74
2024
Q3 		$716K Buy
13,462
+358
+3% +$17.4K 0.22% 78
2024
Q2 		$623K Buy
13,104
+7,304
+126% +$347K 0.21% 76
2024
Q1 		$289K Buy
5,800
+1,376
+31% +$68.7K 0.17% 89
2023
Q4 		$223K Buy
4,424
+48
+1% +$2.45K 0.14% 92
2023
Q3 		$235K Buy
4,376
+73
+2% +$3.94K 0.17% 87
2023
Q2 		$223K Buy
+4,303
New +$212K 0.15% 92
2020
Q4 		– Sell
-10,644
Closed -$419K – 129
2020
Q3 		$419K Sell
10,644
-737
-6% -$32.1K 0.39% 79
2020
Q2 		$528K Buy
11,381
+433
+4% +$19K 0.53% 58
2020
Q1 		$430K Sell
10,948
-1,087
-9% -$47.7K 0.43% 77
2019
Q4 		$577K Buy
+12,035
New +$559K 0.54% 54

Other funds holding CSCO

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Beam Wealth Advisors's CSCO Position: Q3 2026 in Review

Beam Wealth Advisors sold out of Cisco (CSCO) in Q3 2026, closing a stake of 11,657 shares — an estimated $1.37M sold.

Beam Wealth Advisors first reported a position in CSCO in Q4 2019 and held it in 17 quarters. The position peaked at $1.37M in Q2 2026. 3,454 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Beam Wealth Advisors reported no remaining Cisco position as of Q3 2026 after selling out during the quarter.
  • Beam Wealth Advisors sold 11,657 Cisco shares in Q3 2026, an estimated $1.37M.
  • Beam Wealth Advisors first reported a position in Cisco in Q4 2019 and held it in 17 quarters.
  • Beam Wealth Advisors's Cisco position peaked at $1.37M in Q2 2026.
  • 3,454 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Beam Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.