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Forum Financial Management’s Cisco CSCO Stock Holding History

Forum Financial 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 		$1.48M Buy
12,590
+943
+8% +$98.6K 0.02% 106
2026
Q1 		$904K Sell
11,647
-38,847
-77% -$3.04M 0.01% 133
2025
Q4 		$3.89M Buy
50,494
+1,922
+4% +$143K 0.05% 84
2025
Q3 		$3.32M Buy
48,572
+2,528
+5% +$172K 0.05% 92
2025
Q2 		$3.19M Buy
46,044
+4,007
+10% +$246K 0.05% 83
2025
Q1 		$2.59M Buy
42,037
+869
+2% +$53.5K 0.04% 92
2024
Q4 		$2.44M Buy
41,168
+9,380
+30% +$536K 0.04% 96
2024
Q3 		$1.69M Sell
31,788
-499
-2% -$24.3K 0.03% 125
2024
Q2 		$1.53M Sell
32,287
-5,608
-15% -$266K 0.03% 129
2024
Q1 		$1.89M Sell
37,895
-2,239
-6% -$112K 0.03% 116
2023
Q4 		$2.03M Sell
40,134
-72
-0.2% -$3.68K 0.04% 89
2023
Q3 		$2.16M Sell
40,206
-1,639
-4% -$88.4K 0.05% 80
2023
Q2 		$2.17M Buy
41,845
+1,255
+3% +$61.7K 0.05% 80
2023
Q1 		$2.12M Sell
40,590
-616
-1% -$30.1K 0.06% 73
2022
Q4 		$1.96M Sell
41,206
-837
-2% -$38.1K 0.06% 73
2022
Q3 		$1.68M Sell
42,043
-1,487
-3% -$66K 0.08% 67
2022
Q2 		$1.86M Buy
43,530
+4,581
+12% +$219K 0.09% 66
2022
Q1 		$2.17M Buy
38,949
+2,267
+6% +$128K 0.1% 55
2021
Q4 		$2.33M Buy
+36,682
New +$2.1M 0.12% 55

Other funds holding CSCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Forum Financial Management's CSCO Position: Q2 2026 in Review

Forum Financial Management increased its Cisco (CSCO) stake by 8.1% in Q2 2026, buying an estimated $98.6K and bringing the position to 12,590 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #106.

Forum Financial Management first reported a position in CSCO in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.89M in Q4 2025. 4,068 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Forum Financial Management held 12,590 shares of Cisco worth $1.48M as of Q2 2026.
  • Forum Financial Management bought 943 Cisco shares in Q2 2026, an estimated $98.6K.
  • Cisco made up 0.02% of Forum Financial Management's portfolio in Q2 2026, its #106 holding.
  • Forum Financial Management first reported a position in Cisco in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Cisco position peaked at $3.89M in Q4 2025.
  • 4,068 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.