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Lifeworks Advisors’s Cisco CSCO Stock Holding History

Lifeworks 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
Q1 		$7.46M Sell
96,202
-3,768
-4% -$295K 0.96% 29
2025
Q4 		$7.7M Buy
99,970
+1,692
+2% +$126K 1% 23
2025
Q3 		$6.72M Sell
98,278
-1,399
-1% -$95.4K 0.9% 31
2025
Q2 		$6.92M Buy
99,677
+913
+0.9% +$56.1K 1.03% 23
2025
Q1 		$6.09M Buy
98,764
+4,518
+5% +$278K 1.01% 26
2024
Q4 		$5.58M Buy
94,246
+1,300
+1% +$74.2K 1.01% 25
2024
Q3 		$4.95M Buy
92,946
+13,167
+17% +$640K 0.97% 29
2024
Q2 		$3.79M Buy
79,779
+3,557
+5% +$169K 1.06% 26
2024
Q1 		$3.8M Buy
76,222
+8,437
+12% +$421K 1.06% 28
2023
Q4 		$3.42M Sell
67,785
-3,570
-5% -$182K 1.18% 27
2023
Q3 		$3.84M Buy
71,355
+1,142
+2% +$61.6K 1.49% 17
2023
Q2 		$3.63M Buy
70,213
+9,379
+15% +$461K 1.55% 19
2023
Q1 		$3.18M Sell
60,834
-14,191
-19% -$693K 1.5% 19
2022
Q4 		$3.57M Sell
75,025
-3,183
-4% -$145K 2.01% 14
2022
Q3 		$3.55M Buy
78,208
+11,778
+18% +$523K 2.02% 13
2022
Q2 		$2.83M Buy
66,430
+13,952
+27% +$668K 1.8% 15
2022
Q1 		$2.93M Buy
52,478
+620
+1% +$35.1K 1.93% 11
2021
Q4 		$3.29M Buy
+51,858
New +$2.96M 2.62% 9

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

Lifeworks Advisors's CSCO Position: Q1 2026 in Review

Lifeworks Advisors reduced its Cisco (CSCO) stake by 3.8% in Q1 2026, selling an estimated $295K and leaving 96,202 shares worth $7.46M. The position accounts for 0.96% of the portfolio, ranked #29.

Lifeworks Advisors first reported a position in CSCO in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.7M in Q4 2025. 3,718 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Lifeworks Advisors held 96,202 shares of Cisco worth $7.46M as of Q1 2026.
  • Lifeworks Advisors sold 3,768 Cisco shares in Q1 2026, an estimated $295K.
  • Cisco made up 0.96% of Lifeworks Advisors's portfolio in Q1 2026, its #29 holding.
  • Lifeworks Advisors first reported a position in Cisco in Q4 2021 and has held it in 18 quarters since.
  • Lifeworks Advisors's Cisco position peaked at $7.7M in Q4 2025.
  • 3,718 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.