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LJI Wealth Management’s Cisco CSCO Stock Holding History

LJI Wealth 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 		$359K Buy
3,054
+111
+4% +$11.6K 0.05% 137
2026
Q1 		$228K Sell
2,943
-32
-1% -$2.5K 0.04% 172
2025
Q4 		$229K Buy
2,975
+18
+0.6% +$1.34K 0.03% 177
2025
Q3 		$202K Sell
2,957
-200
-6% -$13.6K 0.04% 173
2025
Q2 		$219K Sell
3,157
-207
-6% -$12.7K 0.04% 169
2025
Q1 		$208K Sell
3,364
-28
-0.8% -$1.72K 0.04% 172
2024
Q4 		$201K Buy
+3,392
New +$194K 0.04% 173
2023
Q2 		– Sell
-5,669
Closed -$296K – 182
2023
Q1 		$296K Buy
+5,669
New +$277K 0.09% 112

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 $3.37T AUM 44.26% 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

LJI Wealth Management's CSCO Position: Q2 2026 in Review

LJI Wealth Management increased its Cisco (CSCO) stake by 3.8% in Q2 2026, buying an estimated $11.6K and bringing the position to 3,054 shares worth $359K. The position accounts for 0.05% of the portfolio, ranked #137.

LJI Wealth Management first reported a position in CSCO in Q1 2023 and has held it in 8 quarters since. 4,054 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • LJI Wealth Management held 3,054 shares of Cisco worth $359K as of Q2 2026.
  • LJI Wealth Management bought 111 Cisco shares in Q2 2026, an estimated $11.6K.
  • Cisco made up 0.05% of LJI Wealth Management's portfolio in Q2 2026, its #137 holding.
  • LJI Wealth Management first reported a position in Cisco in Q1 2023 and has held it in 8 quarters since.
  • 4,054 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.