Kapstone Financial Advisors’s Cisco CSCO Stock Holding History

Kapstone Financial Advisors’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	$1.3M	Buy	16,756 +940	+6%	+$73.6K	0.64%	32
2025 Q4	$1.22M	Buy	15,816 +275	+2%	+$20.4K	0.61%	30
2025 Q3	$1.06M	Hold	15,541	–	–	0.5%	29
2025 Q2	$1.08M	Sell	15,541 -300	-2%	-$18.4K	0.54%	31
2025 Q1	$978K	Hold	15,841	–	–	0.55%	34
2024 Q4	$943K	Sell	15,841 -840	-5%	-$48K	0.5%	34
2024 Q3	$884K	Sell	16,681 -751	-4%	-$36.5K	0.54%	34
2024 Q2	$828K	Sell	17,432 -2,183	-11%	-$104K	0.54%	33
2024 Q1	$979K	Hold	19,615	–	–	0.67%	30
2023 Q4	$1.03M	Sell	19,615 -57	-0.3%	-$2.91K	0.8%	28
2023 Q3	$1.06M	Hold	19,672	–	–	0.95%	24
2023 Q2	$1.04M	Sell	19,672 -244	-1%	-$12K	0.86%	24
2023 Q1	$1.01M	Hold	19,916	–	–	0.91%	24
2022 Q4	$982K	Buy	+19,916	New	+$906K	0.89%	23

Other funds holding CSCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kapstone Financial Advisors's CSCO Position: Q1 2026 in Review

Kapstone Financial Advisors increased its Cisco (CSCO) stake by 5.9% in Q1 2026, buying an estimated $73.6K and bringing the position to 16,756 shares worth $1.3M. The position accounts for 0.64% of the portfolio, ranked #32.

Kapstone Financial Advisors first reported a position in CSCO in Q4 2022 and has held it in 14 quarters since. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

Kapstone Financial Advisors held 16,756 shares of Cisco worth $1.3M as of Q1 2026.
Kapstone Financial Advisors bought 940 Cisco shares in Q1 2026, an estimated $73.6K.
Cisco made up 0.64% of Kapstone Financial Advisors's portfolio in Q1 2026, its #32 holding.
Kapstone Financial Advisors first reported a position in Cisco in Q4 2022 and has held it in 14 quarters since.
3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.