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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

BKM Wealth Management's CSCO Position: Q2 2026 in Review

BKM Wealth Management increased its Cisco (CSCO) stake by 9.9% in Q2 2026, buying an estimated $270K and bringing the position to 28,627 shares worth $3.36M. The position accounts for 1.19% of the portfolio, ranked #24.

BKM Wealth Management first reported a position in CSCO in Q4 2023 and has held it in 11 quarters since. 4,085 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • BKM Wealth Management held 28,627 shares of Cisco worth $3.36M as of Q2 2026.
  • BKM Wealth Management bought 2,581 Cisco shares in Q2 2026, an estimated $270K.
  • Cisco made up 1.19% of BKM Wealth Management's portfolio in Q2 2026, its #24 holding.
  • BKM Wealth Management first reported a position in Cisco in Q4 2023 and has held it in 11 quarters since.
  • 4,085 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.