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IBEX Wealth Advisors’s Cisco CSCO Stock Holding History

IBEX 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
Q1 		$5.02M Buy
+64,700
New +$5.06M 0.47% 69
2024
Q3 		– Sell
-2,009
Closed -$95.4K – 113
2024
Q2 		$95.4K Buy
+2,009
New +$95.4K 0.01% 148
2021
Q4 		– Sell
-2,056
Closed -$112K – 236
2021
Q3 		$112K Buy
+2,056
New +$115K 0.02% 221
2021
Q1 		– Sell
-78,157
Closed -$3.5M – 117
2020
Q4 		$3.5M Buy
78,157
+4,855
+7% +$200K 0.91% 48
2020
Q3 		$2.89M Sell
73,302
-1,034
-1% -$45.1K 0.84% 53
2020
Q2 		$3.47M Buy
+74,336
New +$3.26M 1.11% 36
2020
Q1 		– Sell
-101,409
Closed -$4.86M – 97
2019
Q4 		$4.86M Buy
101,409
+6,156
+6% +$286K 1.49% 18
2019
Q3 		$4.71M Sell
95,253
-34,291
-26% -$1.78M 1.56% 16
2019
Q2 		$7.09M Buy
129,544
+833
+0.6% +$46K 2.05% 4
2019
Q1 		$6.95M Buy
128,711
+4,363
+4% +$212K 2.44% 4
2018
Q4 		$5.39M Buy
124,348
+447
+0.4% +$20.5K 2.46% 5
2018
Q3 		$6.05M Buy
123,901
+1,805
+1% +$81.2K 2.17% 8
2018
Q2 		$5.01M Hold
122,096
– – 2% 11
2018
Q1 		$5.01M Buy
122,096
+33,434
+38% +$1.42M 2.03% 11
2017
Q4 		$3.54M Buy
88,662
+2,687
+3% +$96K 1.57% 29
2017
Q3 		$2.9M Sell
85,975
-11,494
-12% -$366K 1.08% 37
2017
Q2 		$3.02M Buy
97,469
+6,506
+7% +$212K 1.19% 33
2017
Q1 		$3M Buy
90,963
+81,557
+867% +$2.64M 1.85% 23
2016
Q4 		$283K Sell
9,406
-2,262
-19% -$69K 0.14% 101
2016
Q3 		$371K Buy
+11,668
New +$359K 0.2% 92

Other funds holding CSCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
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
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

IBEX Wealth Advisors's CSCO Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in Cisco (CSCO) in Q1 2026: 64,700 shares worth $5.02M. The stake represents 0.47% of the portfolio and ranks #69 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in CSCO as recently as Q2 2024.

IBEX Wealth Advisors first reported a position in CSCO in Q3 2016 and has held it in 20 quarters since. The position peaked at $7.09M in Q2 2019. 3,717 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • IBEX Wealth Advisors held 64,700 shares of Cisco worth $5.02M as of Q1 2026.
  • Cisco was a new IBEX Wealth Advisors position in Q1 2026.
  • Cisco made up 0.47% of IBEX Wealth Advisors's portfolio in Q1 2026, its #69 holding.
  • IBEX Wealth Advisors first reported a position in Cisco in Q3 2016 and has held it in 20 quarters since.
  • IBEX Wealth Advisors's Cisco position peaked at $7.09M in Q2 2019.
  • 3,717 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.