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Lee Johnson Capital Management’s Cisco CSCO Stock Holding History

Lee Johnson Capital 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
Q1 		– Sell
-32,945
Closed -$2.54M – 89
2025
Q4 		$2.54M Sell
32,945
-1,071
-3% -$79.5K 0.87% 32
2025
Q3 		$2.33M Buy
+34,016
New +$2.32M 0.77% 35
2022
Q2 		– Sell
-30,496
Closed -$1.7M – 45
2022
Q1 		$1.7M Buy
30,496
+6,281
+26% +$355K 1.52% 25
2021
Q4 		$1.53M Buy
+24,215
New +$1.38M 1.26% 33

Other funds holding CSCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lee Johnson Capital Management's CSCO Position: Q1 2026 in Review

Lee Johnson Capital Management sold out of Cisco (CSCO) in Q1 2026, closing a stake of 32,945 shares — an estimated $2.54M sold.

Lee Johnson Capital Management first reported a position in CSCO in Q4 2021 and held it in 4 quarters. The position peaked at $2.54M in Q4 2025. 3,719 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Lee Johnson Capital Management reported no remaining Cisco position as of Q1 2026 after selling out during the quarter.
  • Lee Johnson Capital Management sold 32,945 Cisco shares in Q1 2026, an estimated $2.54M.
  • Lee Johnson Capital Management first reported a position in Cisco in Q4 2021 and held it in 4 quarters.
  • Lee Johnson Capital Management's Cisco position peaked at $2.54M in Q4 2025.
  • 3,719 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Lee Johnson Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.