Carson Wealth (CWM LLC)
CSCO icon

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
2014
Q1 		– Sell
-334
Closed -$15K – 227
2013
Q4 		$15K Buy
+334
New +$7.39K ﹤0.01% 401

Other funds holding CSCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
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.