Capstone Wealth Management Group (Pennsylvania)’s Cisco CSCO Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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	$298K	Buy	3,837 +19	+0.5%	+$1.49K	0.12%	77
2025 Q4	$294K	Buy	3,818 +120	+3%	+$8.9K	0.12%	65
2025 Q3	$253K	Buy	3,698 +21	+0.6%	+$1.43K	0.11%	66
2025 Q2	$255K	Buy	+3,677	New	+$226K	0.24%	47
2023 Q4	–	Sell	-6,987	Closed	-$376K	–	59
2023 Q3	$376K	Sell	6,987 -1,366	-16%	-$73.7K	0.39%	43
2023 Q2	$432K	Sell	8,353 -1,079	-11%	-$53.1K	0.45%	39
2023 Q1	$493K	Sell	9,432 -290	-3%	-$14.2K	0.55%	32
2022 Q4	$463K	Buy	9,722 +4,125	+74%	+$188K	0.5%	38
2022 Q3	$224K	Sell	5,597 -15	-0.3%	-$665	0.29%	52
2022 Q2	$239K	Sell	5,612 -545	-9%	-$26.1K	0.29%	56
2022 Q1	$343K	Sell	6,157 -536	-8%	-$30.3K	0.34%	48
2021 Q4	$424K	Buy	+6,693	New	+$382K	0.34%	52

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

Capstone Wealth Management Group (Pennsylvania)'s CSCO Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its Cisco (CSCO) stake by 0.5% in Q1 2026, buying an estimated $1.49K and bringing the position to 3,837 shares worth $298K. The position accounts for 0.12% of the portfolio, ranked #77.

Capstone Wealth Management Group (Pennsylvania) first reported a position in CSCO in Q4 2021 and has held it in 12 quarters since. The position peaked at $493K in Q1 2023. 3,717 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

Capstone Wealth Management Group (Pennsylvania) held 3,837 shares of Cisco worth $298K as of Q1 2026.
Capstone Wealth Management Group (Pennsylvania) bought 19 Cisco shares in Q1 2026, an estimated $1.49K.
Cisco made up 0.12% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #77 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Cisco in Q4 2021 and has held it in 12 quarters since.
Capstone Wealth Management Group (Pennsylvania)'s Cisco position peaked at $493K in Q1 2023.
3,717 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.