LMG Wealth Partners’s Cisco CSCO Stock Holding History

LMG Wealth Partners’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	$3M	Buy	38,689 +1,096	+3%	+$85.8K	0.55%	58
2025 Q4	$2.9M	Sell	37,593 -1,774	-5%	-$132K	0.54%	57
2025 Q3	$2.69M	Buy	39,367 +673	+2%	+$45.9K	0.5%	58
2025 Q2	$2.68M	Buy	38,694 +1,275	+3%	+$78.4K	0.55%	57
2025 Q1	$2.31M	Sell	37,419 -151	-0.4%	-$9.3K	0.51%	60
2024 Q4	$2.22M	Buy	37,570 +412	+1%	+$23.5K	0.48%	58
2024 Q3	$1.98M	Buy	37,158 +3,418	+10%	+$166K	0.45%	56
2024 Q2	$1.6M	Sell	33,740 -385	-1%	-$18.3K	0.4%	62
2024 Q1	$1.7M	Buy	34,125 +3,648	+12%	+$182K	0.43%	58
2023 Q4	$1.54M	Buy	30,477 +1,309	+4%	+$66.9K	0.43%	58
2023 Q3	$1.57M	Buy	29,168 +2,044	+8%	+$110K	0.48%	56
2023 Q2	$1.4M	Buy	27,124 +1,387	+5%	+$68.2K	0.43%	53
2023 Q1	$1.35M	Buy	25,737 +1,812	+8%	+$88.5K	0.43%	56
2022 Q4	$1.15M	Buy	+23,925	New	+$1.09M	0.38%	55

Other funds holding CSCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LMG Wealth Partners's CSCO Position: Q1 2026 in Review

LMG Wealth Partners increased its Cisco (CSCO) stake by 2.9% in Q1 2026, buying an estimated $85.8K and bringing the position to 38,689 shares worth $3M. The position accounts for 0.55% of the portfolio, ranked #58.

LMG Wealth Partners first reported a position in CSCO in Q4 2022 and has held it in 14 quarters since. 3,725 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

LMG Wealth Partners held 38,689 shares of Cisco worth $3M as of Q1 2026.
LMG Wealth Partners bought 1,096 Cisco shares in Q1 2026, an estimated $85.8K.
Cisco made up 0.55% of LMG Wealth Partners's portfolio in Q1 2026, its #58 holding.
LMG Wealth Partners first reported a position in Cisco in Q4 2022 and has held it in 14 quarters since.
3,725 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.