BKM Wealth Management’s Cisco CSCO Stock Holding History

BKM Wealth Management’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	$1.72M	Sell	15,975 -12,652	-44%	-$1.43M	0.56%	53
2026 Q2	$3.36M	Buy	28,627 +2,581	+10%	+$270K	1.19%	24
2026 Q1	$2.02M	Sell	26,046 -1,528	-6%	-$120K	0.74%	41
2025 Q4	$2.12M	Sell	27,574 -513	-2%	-$38.1K	0.78%	40
2025 Q3	$1.92M	Sell	28,087 -1,044	-4%	-$71.2K	0.71%	44
2025 Q2	$2.02M	Buy	29,131 +353	+1%	+$21.7K	0.79%	37
2025 Q1	$1.78M	Buy	28,778 +636	+2%	+$39.2K	0.73%	44
2024 Q4	$1.67M	Buy	28,142 +1,585	+6%	+$90.5K	0.68%	43
2024 Q3	$1.41M	Buy	26,557 +1,546	+6%	+$75.2K	0.57%	55
2024 Q2	$1.19M	Sell	25,011 -6,421	-20%	-$305K	0.57%	56
2024 Q1	$1.57M	Buy	31,432 +5,259	+20%	+$262K	0.67%	44
2023 Q4	$1.32M	Buy	+26,173	New	+$1.34M	0.56%	48

Other funds holding CSCO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

BKM Wealth Management's CSCO Position: Q3 2026 in Review

BKM Wealth Management reduced its Cisco (CSCO) stake by 44% in Q3 2026, selling an estimated $1.43M and leaving 15,975 shares worth $1.72M. The position accounts for 0.56% of the portfolio, ranked #53.

BKM Wealth Management first reported a position in CSCO in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.36M in Q2 2026. 2,620 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

BKM Wealth Management held 15,975 shares of Cisco worth $1.72M as of Q3 2026.
BKM Wealth Management sold 12,652 Cisco shares in Q3 2026, an estimated $1.43M.
Cisco made up 0.56% of BKM Wealth Management's portfolio in Q3 2026, its #53 holding.
BKM Wealth Management first reported a position in Cisco in Q4 2023 and has held it in 12 quarters since.
BKM Wealth Management's Cisco position peaked at $3.36M in Q2 2026.
2,620 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.