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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BKM Wealth Management's CSCO Position: Q1 2026 in Review

BKM Wealth Management reduced its Cisco (CSCO) stake by 5.5% in Q1 2026, selling an estimated $120K and leaving 26,046 shares worth $2.02M. The position accounts for 0.74% of the portfolio, ranked #41.

BKM Wealth Management first reported a position in CSCO in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.12M in Q4 2025. 3,718 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

BKM Wealth Management held 26,046 shares of Cisco worth $2.02M as of Q1 2026.
BKM Wealth Management sold 1,528 Cisco shares in Q1 2026, an estimated $120K.
Cisco made up 0.74% of BKM Wealth Management's portfolio in Q1 2026, its #41 holding.
BKM Wealth Management first reported a position in Cisco in Q4 2023 and has held it in 10 quarters since.
BKM Wealth Management's Cisco position peaked at $2.12M in Q4 2025.
3,718 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.