CM Wealth Advisors’s Cisco CSCO Stock Holding History

CM Wealth Advisors’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 Q2	$1.91M	Sell	16,228 -600	-4%	-$62.7K	0.34%	31
2026 Q1	$1.31M	Buy	16,828 +937	+6%	+$73.3K	0.28%	38
2025 Q4	$1.22M	Buy	15,891 +3,252	+26%	+$241K	0.28%	36
2025 Q3	$865K	Sell	12,639 -280	-2%	-$19.1K	0.23%	35
2025 Q2	$896K	Sell	12,919 -2,504	-16%	-$154K	0.26%	30
2025 Q1	$952K	Hold	15,423	–	–	0.3%	29
2024 Q4	$913K	Hold	15,423	–	–	0.3%	29
2024 Q3	$821K	Buy	15,423 +2,000	+15%	+$97.3K	0.27%	34
2024 Q2	$638K	Buy	13,423 +1,099	+9%	+$52.2K	0.3%	32
2024 Q1	$583K	Sell	12,324 -53	-0.4%	-$2.64K	0.17%	68
2023 Q4	$625K	Hold	12,377	–	–	0.27%	34
2023 Q3	$658K	Buy	12,377 +7,090	+134%	+$383K	0.25%	31
2023 Q2	$275K	Sell	5,287 -7,282	-58%	-$358K	0.09%	115
2023 Q1	$585K	Buy	12,569 +192	+2%	+$9.38K	0.11%	230
2022 Q4	$590K	Hold	12,377	–	–	0.3%	35
2022 Q3	$495K	Hold	12,377	–	–	0.27%	37
2022 Q2	$528K	Buy	+12,377	New	+$592K	0.32%	38

Other funds holding CSCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CM Wealth Advisors's CSCO Position: Q2 2026 in Review

CM Wealth Advisors reduced its Cisco (CSCO) stake by 3.6% in Q2 2026, selling an estimated $62.7K and leaving 16,228 shares worth $1.91M. The position accounts for 0.34% of the portfolio, ranked #31.

CM Wealth Advisors first reported a position in CSCO in Q2 2022 and has held it in 17 quarters since. 4,066 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

CM Wealth Advisors held 16,228 shares of Cisco worth $1.91M as of Q2 2026.
CM Wealth Advisors sold 600 Cisco shares in Q2 2026, an estimated $62.7K.
Cisco made up 0.34% of CM Wealth Advisors's portfolio in Q2 2026, its #31 holding.
CM Wealth Advisors first reported a position in Cisco in Q2 2022 and has held it in 17 quarters since.
4,066 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.