Lantern Wealth Advisors’s Cisco CSCO Stock Holding History

Lantern Wealth 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 Q2	$421K	Sell	3,584 -311	-8%	-$32.5K	0.19%	119
2026 Q1	$302K	Sell	3,895 -1,262	-24%	-$98.8K	0.16%	133
2025 Q4	$397K	Sell	5,157 -7,579	-60%	-$562K	0.21%	110
2025 Q3	$871K	Buy	12,736 +1,175	+10%	+$80.1K	0.46%	53
2025 Q2	$274K	Buy	+11,561	New	+$710K	0.16%	122
2024 Q4	$488K	Buy	12,701 +636	+5%	+$36.3K	0.32%	77
2024 Q3	$405K	Hold	12,065	–	–	0.28%	82
2024 Q2	$362K	Sell	12,065 -3,181	-21%	-$151K	0.26%	83
2024 Q1	$761K	Sell	15,246 -1,948	-11%	-$97.2K	0.53%	53
2023 Q4	$869K	Buy	+17,194	New	+$878K	0.68%	42

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

Lantern Wealth Advisors's CSCO Position: Q2 2026 in Review

Lantern Wealth Advisors reduced its Cisco (CSCO) stake by 8% in Q2 2026, selling an estimated $32.5K and leaving 3,584 shares worth $421K. The position accounts for 0.19% of the portfolio, ranked #119.

Lantern Wealth Advisors first reported a position in CSCO in Q4 2023 and has held it in 10 quarters since. The position peaked at $871K in Q3 2025. 4,057 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Lantern Wealth Advisors held 3,584 shares of Cisco worth $421K as of Q2 2026.
Lantern Wealth Advisors sold 311 Cisco shares in Q2 2026, an estimated $32.5K.
Cisco made up 0.19% of Lantern Wealth Advisors's portfolio in Q2 2026, its #119 holding.
Lantern Wealth Advisors first reported a position in Cisco in Q4 2023 and has held it in 10 quarters since.
Lantern Wealth Advisors's Cisco position peaked at $871K in Q3 2025.
4,057 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.