LifePlan Investment Advisors’s Cisco CSCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$289K Buy
3,721
+123
+3% +$9.63K 0.11% 106
2025
Q4
$277K Sell
3,598
-305
-8% -$22.6K 0.11% 99
2025
Q3
$267K Hold
3,903
0.11% 97
2025
Q2
$271K Sell
3,903
-12
-0.3% -$737 0.13% 94
2025
Q1
$242K Hold
3,915
0.14% 94
2024
Q4
$232K Hold
3,915
0.14% 90
2024
Q3
$208K Buy
+3,915
New +$190K 0.13% 89

Other funds holding CSCO

LifePlan Investment Advisors's CSCO Position: Q1 2026 in Review

LifePlan Investment Advisors increased its Cisco (CSCO) stake by 3.4% in Q1 2026, buying an estimated $9.63K and bringing the position to 3,721 shares worth $289K. The position accounts for 0.11% of the portfolio, ranked #106.

LifePlan Investment Advisors first reported a position in CSCO in Q3 2024 and has held it in 7 quarters since. 3,719 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • LifePlan Investment Advisors held 3,721 shares of Cisco worth $289K as of Q1 2026.
  • LifePlan Investment Advisors bought 123 Cisco shares in Q1 2026, an estimated $9.63K.
  • Cisco made up 0.11% of LifePlan Investment Advisors's portfolio in Q1 2026, its #106 holding.
  • LifePlan Investment Advisors first reported a position in Cisco in Q3 2024 and has held it in 7 quarters since.
  • 3,719 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.