JWM
CSCO icon

Jeppson Wealth Management’s Cisco CSCO Stock Holding History

Jeppson 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 		$4.39M Sell
56,567
-825
-1% -$64.6K 1.38% 14
2025
Q4 		$4.42M Sell
57,392
-445
-0.8% -$33K 1.4% 15
2025
Q3 		$3.96M Sell
57,837
-783
-1% -$53.4K 1.26% 16
2025
Q2 		$4.07M Sell
58,620
-275
-0.5% -$16.9K 1.41% 12
2025
Q1 		$3.63M Sell
58,895
-321
-0.5% -$19.8K 1.33% 15
2024
Q4 		$3.51M Sell
59,216
-636
-1% -$36.3K 1.27% 14
2024
Q3 		$3.19M Buy
59,852
+65
+0.1% +$3.16K 1.14% 16
2024
Q2 		$2.84M Sell
59,787
-161
-0.3% -$7.64K 1.08% 19
2024
Q1 		$2.99M Sell
59,948
-317
-0.5% -$15.8K 1.16% 16
2023
Q4 		$3.04M Buy
60,265
+97
+0.2% +$4.96K 1.26% 14
2023
Q3 		$3.23M Sell
60,168
-284
-0.5% -$15.3K 1.48% 11
2023
Q2 		$3.13M Sell
60,452
-304
-0.5% -$15K 1.36% 14
2023
Q1 		$3.18M Sell
60,756
-522
-0.9% -$25.5K 1.38% 12
2022
Q4 		$2.92M Buy
61,278
+1,451
+2% +$66K 1.23% 15
2022
Q3 		$2.39M Sell
59,827
-1,926
-3% -$85.4K 1.08% 17
2022
Q2 		$2.63M Buy
61,753
+3,908
+7% +$187K 1.13% 15
2022
Q1 		$3.23M Buy
57,845
+1,719
+3% +$97.3K 1.5% 12
2021
Q4 		$3.56M Sell
56,126
-441
-0.8% -$25.2K 1.72% 10
2021
Q3 		$3.08M Sell
56,567
-30
-0.1% -$1.68K 1.6% 10
2021
Q2 		$3M Sell
56,597
-178
-0.3% -$9.36K 1.64% 10
2021
Q1 		$2.94M Sell
56,775
-1,060
-2% -$49.8K 1.75% 9
2020
Q4 		$2.59M Buy
57,835
+5,545
+11% +$228K 1.72% 10
2020
Q3 		$2.06M Buy
+52,290
New +$2.28M 1.61% 8

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

Jeppson Wealth Management's CSCO Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Cisco (CSCO) stake by 1.4% in Q1 2026, selling an estimated $64.6K and leaving 56,567 shares worth $4.39M. The position accounts for 1.38% of the portfolio, ranked #14.

Jeppson Wealth Management first reported a position in CSCO in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.42M in Q4 2025. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Jeppson Wealth Management held 56,567 shares of Cisco worth $4.39M as of Q1 2026.
  • Jeppson Wealth Management sold 825 Cisco shares in Q1 2026, an estimated $64.6K.
  • Cisco made up 1.38% of Jeppson Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Jeppson Wealth Management first reported a position in Cisco in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Cisco position peaked at $4.42M in Q4 2025.
  • 3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.