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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Beam Wealth Advisors's CSCO Position: Q2 2026 in Review

Beam Wealth Advisors reduced its Cisco (CSCO) stake by 1.6% in Q2 2026, selling an estimated $19.9K and leaving 11,657 shares worth $1.37M. The position accounts for 0.3% of the portfolio, ranked #64.

Beam Wealth Advisors first reported a position in CSCO in Q4 2019 and has held it in 17 quarters since. 1,916 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Beam Wealth Advisors held 11,657 shares of Cisco worth $1.37M as of Q2 2026.
  • Beam Wealth Advisors sold 190 Cisco shares in Q2 2026, an estimated $19.9K.
  • Cisco made up 0.3% of Beam Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • Beam Wealth Advisors first reported a position in Cisco in Q4 2019 and has held it in 17 quarters since.
  • 1,916 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.