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Independent Solutions Wealth Management’s Cisco CSCO Stock Holding History

Independent Solutions 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
Q1 		$6.67M Sell
85,949
-934
-1% -$73.1K 0.98% 24
2025
Q4 		$6.69M Buy
86,883
+41
+0% +$3.04K 1.23% 24
2025
Q3 		$5.94M Buy
86,842
+2,793
+3% +$190K 1.06% 26
2025
Q2 		$5.83M Buy
84,049
+2,054
+3% +$126K 1.14% 22
2025
Q1 		$5.06M Buy
81,995
+277
+0.3% +$17.1K 1.13% 24
2024
Q4 		$4.84M Buy
81,718
+3,084
+4% +$176K 1.06% 26
2024
Q3 		$4.18M Sell
78,634
-1,186
-1% -$57.7K 0.95% 28
2024
Q2 		$3.79M Sell
79,820
-7,148
-8% -$339K 0.87% 31
2024
Q1 		$4.34M Buy
86,968
+3,300
+4% +$165K 1.03% 24
2023
Q4 		$4.23M Sell
83,668
-24,598
-23% -$1.26M 1.08% 20
2023
Q3 		$5.82M Buy
108,266
+11,647
+12% +$628K 1.51% 16
2023
Q2 		$5M Buy
96,619
+7,234
+8% +$356K 1.26% 17
2023
Q1 		$4.67M Sell
89,385
-1,333
-1% -$65.1K 1.38% 14
2022
Q4 		$4.32M Buy
90,718
+2,738
+3% +$125K 1.32% 16
2022
Q3 		$3.52M Buy
87,980
+24,963
+40% +$1.11M 1.15% 18
2022
Q2 		$2.69M Sell
63,017
-16,927
-21% -$810K 0.84% 27
2022
Q1 		$4.46M Buy
79,944
+6,028
+8% +$341K 1.05% 20
2021
Q4 		$4.68M Buy
73,916
+5,190
+8% +$297K 1.1% 21
2021
Q3 		$3.74M Buy
68,726
+1,387
+2% +$77.8K 0.93% 25
2021
Q2 		$3.57M Buy
67,339
+7,231
+12% +$380K 0.87% 28
2021
Q1 		$3.11M Buy
60,108
+3,361
+6% +$158K 0.85% 28
2020
Q4 		$2.54M Buy
56,747
+1,314
+2% +$54K 0.79% 31
2020
Q3 		$2.18M Buy
55,433
+16,057
+41% +$700K 0.83% 31
2020
Q2 		$1.84M Sell
39,376
-1,820
-4% -$79.8K 0.79% 32
2020
Q1 		$1.62M Sell
41,196
-2,661
-6% -$117K 0.89% 26
2019
Q4 		$2.1M Buy
+43,857
New +$2.04M 0.93% 26

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

Independent Solutions Wealth Management's CSCO Position: Q1 2026 in Review

Independent Solutions Wealth Management reduced its Cisco (CSCO) stake by 1.1% in Q1 2026, selling an estimated $73.1K and leaving 85,949 shares worth $6.67M. The position accounts for 0.98% of the portfolio, ranked #24.

Independent Solutions Wealth Management first reported a position in CSCO in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.69M in Q4 2025. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Independent Solutions Wealth Management held 85,949 shares of Cisco worth $6.67M as of Q1 2026.
  • Independent Solutions Wealth Management sold 934 Cisco shares in Q1 2026, an estimated $73.1K.
  • Cisco made up 0.98% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #24 holding.
  • Independent Solutions Wealth Management first reported a position in Cisco in Q4 2019 and has held it in 26 quarters since.
  • Independent Solutions Wealth Management's Cisco position peaked at $6.69M in Q4 2025.
  • 3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.