Carson Wealth (CWM LLC)’s Cisco CSCO Stock Holding History

Carson Wealth (CWM LLC)’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	$99.7M	Sell	1,285,420 -44,560	-3%	-$3.49M	0.26%	76
2025 Q4	$102M	Buy	1,329,980 +85,415	+7%	+$6.34M	0.28%	71
2025 Q3	$85.2M	Buy	1,244,565 +57,190	+5%	+$3.9M	0.26%	78
2025 Q2	$82.4M	Buy	1,187,375 +25,507	+2%	+$1.57M	0.29%	68
2025 Q1	$71.7M	Buy	1,161,868 +36,019	+3%	+$2.22M	0.29%	73
2024 Q4	$66.7M	Buy	1,125,849 +67,518	+6%	+$3.86M	0.28%	69
2024 Q3	$56.3M	Buy	1,058,331 +20,621	+2%	+$1M	0.24%	79
2024 Q2	$49.3M	Buy	1,037,710 +12,708	+1%	+$603K	0.23%	84
2024 Q1	$51.2M	Buy	1,025,002 +13,572	+1%	+$677K	0.25%	78
2023 Q4	$51.1M	Buy	1,011,430 +21,308	+2%	+$1.09M	0.27%	70
2023 Q3	$53.2M	Buy	990,122 +53,775	+6%	+$2.9M	0.33%	61
2023 Q2	$48.4M	Sell	936,347 -1,089	-0.1%	-$53.6K	0.3%	62
2023 Q1	$49M	Buy	937,436 +32,746	+4%	+$1.6M	0.33%	58
2022 Q4	$43.1M	Buy	904,690 +156,966	+21%	+$7.14M	0.32%	61
2022 Q3	$29.9M	Buy	747,724 +49,183	+7%	+$2.18M	0.24%	89
2022 Q2	$29.8M	Buy	698,541 +48,384	+7%	+$2.32M	0.23%	90
2022 Q1	$36.3M	Sell	650,157 -50,409	-7%	-$2.85M	0.26%	68
2021 Q4	$44.4M	Buy	+700,566	New	+$40M	0.31%	58
2021 Q2	$29.2M	Hold	551,533	–	–	0.23%	81
2021 Q1	$29.2M	Hold	551,533	–	–	0.23%	81
2020 Q4	$29.2M	Hold	551,533	–	–	0.23%	81
2020 Q3	$29.2M	Hold	551,533	–	–	0.23%	81
2020 Q2	$29.2M	Hold	551,533	–	–	0.23%	81
2020 Q1	$29.2M	Hold	551,533	–	–	0.23%	81
2019 Q4	$29.2M	Hold	551,533	–	–	0.23%	81
2019 Q3	$29.2M	Hold	551,533	–	–	0.23%	81
2019 Q2	$29.2M	Hold	551,533	–	–	0.23%	81
2019 Q1	$29.2M	Buy	551,533 +186,421	+51%	+$9.06M	0.23%	81
2018 Q4	$15.8M	Sell	365,112 -315,398	-46%	-$14.4M	0.4%	61
2018 Q3	$33.1M	Sell	680,510 -16,400	-2%	-$738K	0.85%	20
2018 Q2	$30M	Sell	696,910 -49,632	-7%	-$2.17M	0.99%	19
2018 Q1	$32M	Sell	746,542 -4,146	-0.6%	-$176K	1.27%	15
2017 Q4	$28.8M	Sell	750,688 -47,138	-6%	-$1.68M	1.28%	24
2017 Q3	$26.8M	Buy	797,826 +780,969	+4,633%	+$24.9M	1.27%	21
2017 Q2	$528K	Sell	16,857 -1,318	-7%	-$42.9K	0.03%	240
2017 Q1	$614K	Sell	18,175 -84,672	-82%	-$2.75M	0.03%	218
2016 Q4	$3.11M	Buy	102,847 +24,801	+32%	+$756K	0.19%	117
2016 Q3	$2.48M	Sell	78,046 -34,739	-31%	-$1.07M	0.17%	137
2016 Q2	$3.24M	Sell	112,785 -5,329	-5%	-$150K	0.24%	118
2016 Q1	$3.36M	Buy	118,114 +15,942	+16%	+$410K	0.3%	108
2015 Q4	$2.77M	Buy	102,172 +12,131	+13%	+$335K	0.27%	108
2015 Q3	$2.36M	Sell	90,041 -36,360	-29%	-$982K	0.24%	118
2015 Q2	$3.47M	Buy	126,401 +24,248	+24%	+$695K	0.33%	105
2015 Q1	$2.81M	Buy	+102,153	New	+$2.88M	0.28%	115
2014 Q2	–	Sell	-11,144	Closed	-$250K	–	181
2014 Q1	$250K	Sell	11,144 -313,694	-97%	-$6.93M	0.03%	123
2013 Q4	$7.29M	Buy	324,838 +22,972	+8%	+$508K	1.14%	23
2013 Q3	$7.07M	Buy	+301,866	New	+$7.49M	1.86%	15

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

Carson Wealth (CWM LLC)'s CSCO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Cisco (CSCO) stake by 3.4% in Q1 2026, selling an estimated $3.49M and leaving 1,285,420 shares worth $99.7M. The position accounts for 0.26% of the portfolio, ranked #76.

Carson Wealth (CWM LLC) first reported a position in CSCO in Q3 2013 and has held it in 47 quarters since. The position peaked at $102M in Q4 2025. 3,723 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

Carson Wealth (CWM LLC) held 1,285,420 shares of Cisco worth $99.7M as of Q1 2026.
Carson Wealth (CWM LLC) sold 44,560 Cisco shares in Q1 2026, an estimated $3.49M.
Cisco made up 0.26% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #76 holding.
Carson Wealth (CWM LLC) first reported a position in Cisco in Q3 2013 and has held it in 47 quarters since.
Carson Wealth (CWM LLC)'s Cisco position peaked at $102M in Q4 2025.
3,723 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.