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Lockerman Financial Group’s Cisco CSCO Stock Holding History

Lockerman Financial Group’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 		$220K Buy
+1,874
New +$196K 0.34% 89
2025
Q4 		– Sell
-4,802
Closed -$329K – 91
2025
Q3 		$329K Buy
+4,802
New +$327K 0.41% 81
2024
Q2 		– Sell
-5,209
Closed -$260K – 106
2024
Q1 		$260K Sell
5,209
-16
-0.3% -$798 0.5% 74
2023
Q4 		$264K Sell
5,225
-217
-4% -$11.1K 0.61% 58
2023
Q3 		$293K Sell
5,442
-54
-1% -$2.91K 0.79% 43
2023
Q2 		$284K Sell
5,496
-969
-15% -$47.7K 0.79% 45
2023
Q1 		$338K Buy
6,465
+30
+0.5% +$1.47K 0.93% 31
2022
Q4 		$307K Buy
6,435
+454
+8% +$20.7K 0.89% 36
2022
Q3 		$239K Buy
5,981
+597
+11% +$26.5K 0.69% 49
2022
Q2 		$230K Sell
5,384
-352
-6% -$16.9K 0.73% 50
2022
Q1 		$320K Buy
5,736
+171
+3% +$9.68K 0.87% 30
2021
Q4 		$352K Buy
+5,565
New +$318K 0.92% 28

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

Lockerman Financial Group's CSCO Position: Q2 2026 in Review

Lockerman Financial Group opened a new position in Cisco (CSCO) in Q2 2026: 1,874 shares worth $220K. The stake represents 0.34% of the portfolio and ranks #89 among its holdings. This is a return to the name: Lockerman Financial Group previously reported a position in CSCO as recently as Q3 2025.

Lockerman Financial Group first reported a position in CSCO in Q4 2021 and has held it in 12 quarters since. The position peaked at $352K in Q4 2021. 4,066 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Lockerman Financial Group held 1,874 shares of Cisco worth $220K as of Q2 2026.
  • Cisco was a new Lockerman Financial Group position in Q2 2026.
  • Cisco made up 0.34% of Lockerman Financial Group's portfolio in Q2 2026, its #89 holding.
  • Lockerman Financial Group first reported a position in Cisco in Q4 2021 and has held it in 12 quarters since.
  • Lockerman Financial Group's Cisco position peaked at $352K in Q4 2021.
  • 4,066 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.