CAWM
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Capital Advisors Wealth Management’s Cisco CSCO Stock Holding History

Capital Advisors 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 		$776K Buy
7,209
+8
+0.1% +$901 0.09% 119
2026
Q2 		$846K Buy
7,201
+7
+0.1% +$732 0.1% 114
2026
Q1 		$558K Sell
7,194
-108
-1% -$8.45K 0.07% 123
2025
Q4 		$563K Sell
7,302
-75
-1% -$5.57K 0.08% 122
2025
Q3 		$505K Buy
7,377
+104
+1% +$7.09K 0.07% 126
2025
Q2 		$505K Sell
7,273
-676
-9% -$41.5K 0.08% 112
2025
Q1 		$491K Buy
7,949
+25
+0.3% +$1.54K 0.09% 105
2024
Q4 		$469K Buy
7,924
+3,284
+71% +$188K 0.08% 98
2024
Q3 		$247K Sell
4,640
-458
-9% -$22.3K 0.05% 147
2024
Q2 		$242K Buy
5,098
+63
+1% +$2.99K 0.05% 133
2024
Q1 		$251K Sell
5,035
-571
-10% -$28.5K 0.05% 127
2023
Q4 		$283K Sell
5,606
-380
-6% -$19.4K 0.06% 109
2023
Q3 		$322K Buy
5,986
+230
+4% +$12.4K 0.08% 97
2023
Q2 		$298K Sell
5,756
-165
-3% -$8.12K 0.08% 100
2023
Q1 		$310K Buy
5,921
+31
+0.5% +$1.51K 0.09% 100
2022
Q4 		$281K Buy
5,890
+69
+1% +$3.14K 0.09% 97
2022
Q3 		$233K Sell
5,821
-2,537
-30% -$113K 0.08% 103
2022
Q2 		$356K Buy
8,358
+1,994
+31% +$95.5K 0.12% 80
2022
Q1 		$355K Buy
6,364
+938
+17% +$53.1K 0.11% 85
2021
Q4 		$344K Buy
+5,426
New +$310K 0.1% 86

Other funds holding CSCO

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Capital Advisors Wealth Management's CSCO Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Cisco (CSCO) stake by 0.11% in Q3 2026, buying an estimated $901 and bringing the position to 7,209 shares worth $776K. The position accounts for 0.09% of the portfolio, ranked #119.

Capital Advisors Wealth Management first reported a position in CSCO in Q4 2021 and has held it in 20 quarters since. The position peaked at $846K in Q2 2026. 218 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Capital Advisors Wealth Management held 7,209 shares of Cisco worth $776K as of Q3 2026.
  • Capital Advisors Wealth Management bought 8 Cisco shares in Q3 2026, an estimated $901.
  • Cisco made up 0.09% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #119 holding.
  • Capital Advisors Wealth Management first reported a position in Cisco in Q4 2021 and has held it in 20 quarters since.
  • Capital Advisors Wealth Management's Cisco position peaked at $846K in Q2 2026.
  • 218 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.