Davis Asset Management’s Cisco CSCO Stock Holding History

Davis Asset Management’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	$117K	Hold	1,000	–	–	﹤0.01%	62
2026 Q1	$77.6K	Buy	+1,000	New	+$78.3K	﹤0.01%	65

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

Davis Asset Management's CSCO Position: Q2 2026 in Review

Davis Asset Management held its Cisco (CSCO) position steady in Q2 2026 at 1,000 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #62.

Davis Asset Management first reported a position in CSCO in Q1 2026 and has held it in 2 quarters since. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Davis Asset Management held 1,000 shares of Cisco worth $117K as of Q2 2026.
Davis Asset Management left its Cisco share count unchanged in Q2 2026.
Cisco made up ﹤0.01% of Davis Asset Management's portfolio in Q2 2026, its #62 holding.
Davis Asset Management first reported a position in Cisco in Q1 2026 and has held it in 2 quarters since.
4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Davis Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.