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Laidlaw Wealth Management’s Cisco CSCO Stock Holding History

Laidlaw 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
Q1 		– Sell
-10,239
Closed -$606K – 72
2024
Q4 		$606K Sell
10,239
-193
-2% -$11K 0.26% 94
2024
Q3 		$555K Sell
10,432
-1,020
-9% -$49.6K 0.27% 102
2024
Q2 		$544K Sell
11,452
-107
-0.9% -$5.08K 0.3% 95
2024
Q1 		$577K Sell
11,559
-18,222
-61% -$909K 0.32% 96
2023
Q4 		$1.5M Sell
29,781
-8,390
-22% -$429K 0.55% 49
2023
Q3 		$2.05M Sell
38,171
-266
-0.7% -$14.4K 0.68% 38
2023
Q2 		$1.99M Buy
38,437
+75
+0.2% +$3.69K 0.39% 62
2023
Q1 		$2.01M Sell
38,362
-1,268
-3% -$61.9K 0.41% 63
2022
Q4 		$1.89M Sell
39,630
-13,045
-25% -$594K 0.4% 70
2022
Q3 		$2.11M Buy
52,675
+143
+0.3% +$6.34K 0.49% 55
2022
Q2 		$2.24M Buy
52,532
+2,208
+4% +$106K 0.46% 66
2022
Q1 		$2.81M Buy
50,324
+4,065
+9% +$230K 0.47% 54
2021
Q4 		$2.93M Buy
46,259
+7,673
+20% +$438K 0.47% 56
2021
Q3 		$2.1M Buy
38,586
+317
+0.8% +$17.8K 0.54% 46
2021
Q2 		$2.03M Buy
38,269
+1,518
+4% +$79.9K 0.52% 52
2021
Q1 		$1.9M Buy
36,751
+2,042
+6% +$95.9K 0.65% 42
2020
Q4 		$1.55M Buy
34,709
+9,076
+35% +$373K 0.33% 85
2020
Q3 		$1.01M Sell
25,633
-1,551
-6% -$67.6K 0.45% 70
2020
Q2 		$1.27M Buy
27,184
+2,028
+8% +$88.9K 0.66% 54
2020
Q1 		$989K Buy
25,156
+417
+2% +$18.3K 0.65% 55
2019
Q4 		$1.19M Buy
+24,739
New +$1.15M 0.75% 50

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Laidlaw Wealth Management's CSCO Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Cisco (CSCO) in Q1 2025, closing a stake of 10,239 shares — an estimated $606K sold.

Laidlaw Wealth Management first reported a position in CSCO in Q4 2019 and held it in 21 quarters. The position peaked at $2.93M in Q4 2021. 3,372 funds tracked by Wall St. Rank hold CSCO as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Cisco position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 10,239 Cisco shares in Q1 2025, an estimated $606K.
  • Laidlaw Wealth Management first reported a position in Cisco in Q4 2019 and held it in 21 quarters.
  • Laidlaw Wealth Management's Cisco position peaked at $2.93M in Q4 2021.
  • 3,372 funds tracked by Wall St. Rank held Cisco as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.