Family Management’s Cisco CSCO Stock Holding History

Family 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 Q1	$880K	Buy	11,348 +1,453	+15%	+$114K	0.11%	113
2025 Q4	$762K	Buy	9,895 +3,729	+60%	+$277K	0.1%	111
2025 Q3	$422K	Buy	6,166 +2,572	+72%	+$175K	0.06%	134
2025 Q2	$249K	Buy	+3,594	New	+$221K	0.04%	162
2019 Q3	–	Sell	-4,559	Closed	-$250K	–	189
2019 Q2	$250K	Buy	+4,559	New	+$252K	0.1%	111
2017 Q3	–	Sell	-146,394	Closed	-$4.58M	–	68
2017 Q2	$4.58M	Sell	146,394 -55,162	-27%	-$1.8M	3.15%	12
2017 Q1	$6.81M	Sell	201,556 -18,530	-8%	-$601K	4.69%	3
2016 Q4	$6.65M	Sell	220,086 -18,175	-8%	-$554K	4.55%	4
2016 Q3	$7.56M	Sell	238,261 -3,175	-1%	-$97.7K	4.27%	3
2016 Q2	$6.93M	Buy	241,436 +12,475	+5%	+$350K	3.92%	7
2016 Q1	$6.52M	Sell	228,961 -13,537	-6%	-$348K	4.23%	6
2015 Q4	$6.58M	Sell	242,498 -20,984	-8%	-$579K	3.4%	13
2015 Q3	$6.92M	Buy	263,482 +52,590	+25%	+$1.42M	3.05%	9
2015 Q2	$5.79M	Buy	210,892 +31,977	+18%	+$917K	2.39%	15
2015 Q1	$4.92M	Buy	+178,915	New	+$5.04M	2.27%	17

Other funds holding CSCO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return