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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
Q2 		$663K Buy
+5,646
New +$590K 0.21% 56
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lee Johnson Capital Management's CSCO Position: Q2 2026 in Review

Lee Johnson Capital Management opened a new position in Cisco (CSCO) in Q2 2026: 5,646 shares worth $663K. The stake represents 0.21% of the portfolio and ranks #56 among its holdings. This is a return to the name: Lee Johnson Capital Management previously reported a position in CSCO as recently as Q4 2025.

Lee Johnson Capital Management first reported a position in CSCO in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.54M in Q4 2025. 4,092 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Lee Johnson Capital Management held 5,646 shares of Cisco worth $663K as of Q2 2026.
  • Cisco was a new Lee Johnson Capital Management position in Q2 2026.
  • Cisco made up 0.21% of Lee Johnson Capital Management's portfolio in Q2 2026, its #56 holding.
  • Lee Johnson Capital Management first reported a position in Cisco in Q4 2021 and has held it in 5 quarters since.
  • Lee Johnson Capital Management's Cisco position peaked at $2.54M in Q4 2025.
  • 4,092 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Lee Johnson Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.