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Iams Wealth Management’s Cisco CSCO Stock Holding History

Iams Wealth 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 		$1.92M Buy
16,304
+2,167
+15% +$227K 0.58% 55
2026
Q1 		$1.1M Buy
14,137
+2,212
+19% +$173K 0.38% 76
2025
Q4 		$919K Buy
11,925
+6,520
+121% +$484K 0.33% 96
2025
Q3 		$370K Buy
5,405
+701
+15% +$47.8K 0.15% 139
2025
Q2 		$326K Sell
4,704
-18,940
-80% -$1.16M 0.15% 139
2025
Q1 		$1.46M Buy
23,644
+19,194
+431% +$1.18M 0.67% 52
2024
Q4 		$263K Sell
4,450
-17,370
-80% -$992K 0.12% 144
2024
Q3 		$1.16M Buy
+21,820
New +$1.06M 0.57% 58

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

Iams Wealth Management's CSCO Position: Q2 2026 in Review

Iams Wealth Management increased its Cisco (CSCO) stake by 15% in Q2 2026, buying an estimated $227K and bringing the position to 16,304 shares worth $1.92M. The position accounts for 0.58% of the portfolio, ranked #55.

Iams Wealth Management first reported a position in CSCO in Q3 2024 and has held it in 8 quarters since. 4,066 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Iams Wealth Management held 16,304 shares of Cisco worth $1.92M as of Q2 2026.
  • Iams Wealth Management bought 2,167 Cisco shares in Q2 2026, an estimated $227K.
  • Cisco made up 0.58% of Iams Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Iams Wealth Management first reported a position in Cisco in Q3 2024 and has held it in 8 quarters since.
  • 4,066 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.