Institute for Wealth Management’s Cisco CSCO Stock Holding History

Institute for 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	$1.77M	Sell	15,073 -2,961	-16%	-$310K	0.16%	127
2026 Q1	$1.4M	Buy	18,034 +275	+2%	+$21.5K	0.15%	151
2025 Q4	$1.37M	Buy	17,759 +101	+0.6%	+$7.49K	0.14%	149
2025 Q3	$1.21M	Sell	17,658 -357	-2%	-$24.3K	0.13%	165
2025 Q2	$1.25M	Sell	18,015 -85	-0.5%	-$5.22K	0.14%	154
2025 Q1	$1.12M	Sell	18,100 -2,168	-11%	-$133K	0.14%	164
2024 Q4	$1.2M	Buy	20,268 +416	+2%	+$23.8K	0.15%	143
2024 Q3	$1.06M	Sell	19,852 -480	-2%	-$23.3K	0.13%	165
2024 Q2	$966K	Buy	20,332 +1,858	+10%	+$88.2K	0.13%	169
2024 Q1	$922K	Sell	18,474 -697	-4%	-$34.8K	0.12%	179
2023 Q4	$969K	Sell	19,171 -106	-0.5%	-$5.42K	0.16%	155
2023 Q3	$1.04M	Sell	19,277 -328	-2%	-$17.7K	0.19%	132
2023 Q2	$1.01M	Buy	19,605 +5	+0%	+$246	0.17%	142
2023 Q1	$1.02M	Sell	19,600 -675	-3%	-$33K	0.2%	136
2022 Q4	$966K	Sell	20,275 -2,655	-12%	-$121K	0.2%	140
2022 Q3	$917K	Sell	22,930 -531	-2%	-$23.6K	0.21%	130
2022 Q2	$1M	Sell	23,461 -1,199	-5%	-$57.4K	0.2%	132
2022 Q1	$1.38M	Sell	24,660 -120	-0.5%	-$6.79K	0.22%	117
2021 Q4	$1.57M	Sell	24,780 -246	-1%	-$14.1K	0.26%	102
2021 Q3	$1.36M	Buy	25,026 +1,234	+5%	+$69.2K	0.24%	106
2021 Q2	$1.26M	Sell	23,792 -273	-1%	-$14.4K	0.22%	110
2021 Q1	$1.24M	Sell	24,065 -2,483	-9%	-$117K	0.24%	110
2020 Q4	$1.19M	Sell	26,548 -2,988	-10%	-$123K	0.24%	106
2020 Q3	$1.16M	Buy	29,536 +176	+0.6%	+$7.67K	0.27%	98
2020 Q2	$1.37M	Sell	29,360 -147	-0.5%	-$6.45K	0.34%	79
2020 Q1	$1.16M	Buy	29,507 +396	+1%	+$17.4K	0.36%	73
2019 Q4	$1.4M	Sell	29,111 -1,034	-3%	-$48.1K	0.32%	81
2019 Q3	$1.49M	Sell	30,145 -5,801	-16%	-$301K	0.38%	61
2019 Q2	$1.97M	Buy	35,946 +8,908	+33%	+$492K	0.44%	53
2019 Q1	$1.46M	Sell	27,038 -15,735	-37%	-$765K	0.32%	73
2018 Q4	$1.85M	Buy	42,773 +17,273	+68%	+$790K	0.76%	35
2018 Q3	$1.23M	Sell	25,500 -9,626	-27%	-$433K	0.42%	83
2018 Q2	$1.5M	Sell	35,126 -331	-0.9%	-$14.5K	0.48%	69
2018 Q1	$1.58M	Buy	+35,457	New	+$1.5M	0.46%	65
2017 Q4	–	Sell	-19,862	Closed	-$668K	–	398
2017 Q3	$668K	Buy	19,862 +1,139	+6%	+$36.3K	0.22%	155
2017 Q2	$582K	Buy	+18,723	New	+$610K	0.16%	198

Other funds holding CSCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Institute for Wealth Management's CSCO Position: Q2 2026 in Review

Institute for Wealth Management reduced its Cisco (CSCO) stake by 16% in Q2 2026, selling an estimated $310K and leaving 15,073 shares worth $1.77M. The position accounts for 0.16% of the portfolio, ranked #127.

Institute for Wealth Management first reported a position in CSCO in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.97M in Q2 2019. 4,062 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Institute for Wealth Management held 15,073 shares of Cisco worth $1.77M as of Q2 2026.
Institute for Wealth Management sold 2,961 Cisco shares in Q2 2026, an estimated $310K.
Cisco made up 0.16% of Institute for Wealth Management's portfolio in Q2 2026, its #127 holding.
Institute for Wealth Management first reported a position in Cisco in Q2 2017 and has held it in 36 quarters since.
Institute for Wealth Management's Cisco position peaked at $1.97M in Q2 2019.
4,062 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.