Lakeridge Wealth Management’s Cisco CSCO Stock Holding History

Lakeridge 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	$685K	Buy	5,830 +263	+5%	+$27.5K	0.25%	80
2026 Q1	$432K	Buy	5,567 +133	+2%	+$10.4K	0.19%	103
2025 Q4	$419K	Buy	5,434 +240	+5%	+$17.8K	0.19%	108
2025 Q3	$355K	Sell	5,194 -10	-0.2%	-$682	0.16%	107
2025 Q2	$361K	Buy	5,204 +54	+1%	+$3.32K	0.17%	104
2025 Q1	$318K	Buy	5,150 +473	+10%	+$29.1K	0.16%	115
2024 Q4	$277K	Buy	4,677 +49	+1%	+$2.8K	0.14%	122
2024 Q3	$246K	Sell	4,628 -15	-0.3%	-$730	0.14%	129
2024 Q2	$221K	Sell	4,643 -1,016	-18%	-$48.2K	0.13%	133
2024 Q1	$282K	Buy	5,659 +13	+0.2%	+$649	0.18%	100
2023 Q4	$285K	Buy	+5,646	New	+$288K	0.21%	92

Other funds holding CSCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Lakeridge Wealth Management increased its Cisco (CSCO) stake by 4.7% in Q2 2026, buying an estimated $27.5K and bringing the position to 5,830 shares worth $685K. The position accounts for 0.25% of the portfolio, ranked #80.

Lakeridge Wealth Management first reported a position in CSCO in Q4 2023 and has held it in 11 quarters since. 4,057 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Lakeridge Wealth Management held 5,830 shares of Cisco worth $685K as of Q2 2026.
Lakeridge Wealth Management bought 263 Cisco shares in Q2 2026, an estimated $27.5K.
Cisco made up 0.25% of Lakeridge Wealth Management's portfolio in Q2 2026, its #80 holding.
Lakeridge Wealth Management first reported a position in Cisco in Q4 2023 and has held it in 11 quarters since.
4,057 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.