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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
Q2 		$6.57M Sell
55,919
-648
-1% -$67.8K 1.94% 7
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Jeppson Wealth Management's CSCO Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Cisco (CSCO) stake by 1.1% in Q2 2026, selling an estimated $67.8K and leaving 55,919 shares worth $6.57M. The position accounts for 1.94% of the portfolio, ranked #7.

Jeppson Wealth Management first reported a position in CSCO in Q3 2020 and has held it in 24 quarters since. 4,072 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Jeppson Wealth Management held 55,919 shares of Cisco worth $6.57M as of Q2 2026.
  • Jeppson Wealth Management sold 648 Cisco shares in Q2 2026, an estimated $67.8K.
  • Cisco made up 1.94% of Jeppson Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Jeppson Wealth Management first reported a position in Cisco in Q3 2020 and has held it in 24 quarters since.
  • 4,072 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.