Jackson Wealth Management’s Cisco CSCO Stock Holding History

Jackson 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
2025 Q3	–	Sell	-7,393	Closed	-$513K	–	164
2025 Q2	$513K	Buy	+7,393	New	+$454K	0.06%	114
2020 Q2	–	Sell	-55,383	Closed	-$2.4M	–	126
2020 Q1	$2.4M	Sell	55,383 -97,379	-64%	-$4.27M	0.5%	44
2019 Q4	$7.46M	Sell	152,762 -6,725	-4%	-$313K	1.24%	20
2019 Q3	$7.36M	Buy	159,487 +30,924	+24%	+$1.61M	1.54%	14
2019 Q2	$7.28M	Buy	128,563 +2,140	+2%	+$118K	1.58%	15
2019 Q1	$6.83M	Buy	126,423 +1,306	+1%	+$63.5K	1.67%	16
2018 Q4	$5.14M	Sell	125,117 -12,065	-9%	-$552K	1.54%	17
2018 Q3	$6.67M	Buy	137,182 +5,206	+4%	+$234K	1.4%	19
2018 Q2	$5.7M	Sell	131,976 -62	-0%	-$2.71K	1.33%	23
2018 Q1	$5.44M	Sell	132,038 -20,738	-14%	-$880K	1.52%	20
2017 Q4	$6.06M	Buy	152,776 +10,866	+8%	+$388K	1.54%	21
2017 Q3	$4.76M	Buy	141,910 +8,185	+6%	+$261K	1.29%	19
2017 Q2	$4.23M	Buy	133,725 +14,364	+12%	+$468K	1.34%	15
2017 Q1	$3.93M	Buy	119,361 +3,487	+3%	+$113K	1.42%	16
2016 Q4	$3.48M	Buy	115,874 +74,102	+177%	+$2.26M	1.36%	17
2016 Q3	$1.27M	Sell	41,772 -745	-2%	-$22.9K	0.48%	48
2016 Q2	$1.22M	Sell	42,517 -1,620	-4%	-$45.5K	0.45%	54
2016 Q1	$1.22M	Buy	+44,137	New	+$1.14M	0.47%	51

Other funds holding CSCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return