CBIZ Investment Advisory Services’s Cisco CSCO Stock Holding History

CBIZ Investment Advisory Services’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	$37.9K	Sell	488 -587	-55%	-$46K	﹤0.01%	102
2025 Q4	$82.8K	Buy	1,075 +378	+54%	+$28K	﹤0.01%	98
2025 Q3	$47.7K	Sell	697 -461	-40%	-$31.4K	﹤0.01%	131
2025 Q2	$80.3K	Buy	1,158 +174	+18%	+$10.7K	﹤0.01%	91
2025 Q1	$60.7K	Buy	984 +339	+53%	+$20.9K	﹤0.01%	104
2024 Q4	$38.2K	Hold	645	–	–	﹤0.01%	131
2024 Q3	$34.3K	Sell	645 -18,189	-97%	-$885K	﹤0.01%	131
2024 Q2	$895K	Hold	18,834	–	–	0.05%	23
2024 Q1	$940K	Sell	18,834 -8,619	-31%	-$430K	0.07%	24
2023 Q4	$1.39M	Hold	27,453	–	–	0.11%	22
2023 Q3	$1.48M	Hold	27,453	–	–	0.14%	17
2023 Q2	$1.42M	Hold	27,453	–	–	0.12%	17
2023 Q1	$1.44M	Buy	+27,453	New	+$1.34M	0.13%	18
2022 Q4	–	Sell	-28,453	Closed	-$1.14M	–	28
2022 Q3	$1.14M	Hold	28,453	–	–	1.14%	15
2022 Q2	$1.21M	Sell	28,453 -1,007	-3%	-$48.2K	0.11%	22
2022 Q1	$1.64M	Buy	29,460 +1,427	+5%	+$80.7K	0.13%	9
2021 Q4	$1.78M	Buy	+28,033	New	+$1.6M	0.14%	22
2021 Q3	–	Hold	0	–	–	–	20
2021 Q2	–	Hold	0	–	–	–	20
2021 Q1	–	Hold	0	–	–	–	21
2020 Q4	–	Hold	0	–	–	–	14
2020 Q3	–	Hold	0	–	–	–	15
2020 Q2	–	Hold	0	–	–	–	15
2020 Q1	–	Hold	0	–	–	–	12
2019 Q4	–	Hold	0	–	–	–	12

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

CBIZ Investment Advisory Services's CSCO Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Cisco (CSCO) stake by 55% in Q1 2026, selling an estimated $46K and leaving 488 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #102.

CBIZ Investment Advisory Services first reported a position in CSCO in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.78M in Q4 2021. 3,717 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

CBIZ Investment Advisory Services held 488 shares of Cisco worth $37.9K as of Q1 2026.
CBIZ Investment Advisory Services sold 587 Cisco shares in Q1 2026, an estimated $46K.
Cisco made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #102 holding.
CBIZ Investment Advisory Services first reported a position in Cisco in Q4 2021 and has held it in 17 quarters since.
CBIZ Investment Advisory Services's Cisco position peaked at $1.78M in Q4 2021.
3,717 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.