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BWM Planning’s Cisco CSCO Stock Holding History

BWM Planning’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 		$266K Buy
+2,267
New +$237K 0.06% 86

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

BWM Planning's CSCO Position: Q2 2026 in Review

BWM Planning opened a new position in Cisco (CSCO) in Q2 2026: 2,267 shares worth $266K. The stake represents 0.06% of the portfolio and ranks #86 among its holdings.

4,057 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • BWM Planning held 2,267 shares of Cisco worth $266K as of Q2 2026.
  • Cisco was a new BWM Planning position in Q2 2026.
  • Cisco made up 0.06% of BWM Planning's portfolio in Q2 2026, its #86 holding.
  • 4,057 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.