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Lodestone Wealth Management’s Cisco CSCO Stock Holding History

Lodestone 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 		$4.13M Sell
35,160
-138
-0.4% -$14.4K 1.46% 16
2026
Q1 		$2.74M Buy
35,298
+177
+0.5% +$13.9K 1.09% 27
2025
Q4 		$2.71M Buy
35,121
+613
+2% +$45.5K 1.1% 25
2025
Q3 		$2.36M Buy
34,508
+43
+0.1% +$2.93K 1.06% 30
2025
Q2 		$2.39M Sell
34,465
-1,026
-3% -$63.1K 1.16% 28
2025
Q1 		$2.19M Buy
35,491
+310
+0.9% +$19.1K 1.17% 25
2024
Q4 		$2.08M Buy
35,181
+1,082
+3% +$61.8K 1.04% 34
2024
Q3 		$1.81M Sell
34,099
-173
-0.5% -$8.41K 0.91% 38
2024
Q2 		$1.63M Sell
34,272
-692
-2% -$32.9K 0.86% 46
2024
Q1 		$1.75M Sell
34,964
-1,657
-5% -$82.7K 0.92% 43
2023
Q4 		$1.85M Buy
36,621
+34
+0.1% +$1.74K 1.07% 36
2023
Q3 		$1.97M Buy
36,587
+205
+0.6% +$11.1K 1.38% 22
2023
Q2 		$1.88M Buy
36,382
+819
+2% +$40.3K 1.29% 26
2023
Q1 		$1.86M Buy
35,563
+253
+0.7% +$12.4K 1.43% 20
2022
Q4 		$1.68M Buy
+35,310
New +$1.61M 1.36% 24

Other funds holding CSCO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Lodestone Wealth Management reduced its Cisco (CSCO) stake by 0.39% in Q2 2026, selling an estimated $14.4K and leaving 35,160 shares worth $4.13M. The position accounts for 1.46% of the portfolio, ranked #16.

Lodestone Wealth Management first reported a position in CSCO in Q4 2022 and has held it in 15 quarters since. 2,015 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Lodestone Wealth Management held 35,160 shares of Cisco worth $4.13M as of Q2 2026.
  • Lodestone Wealth Management sold 138 Cisco shares in Q2 2026, an estimated $14.4K.
  • Cisco made up 1.46% of Lodestone Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Lodestone Wealth Management first reported a position in Cisco in Q4 2022 and has held it in 15 quarters since.
  • 2,015 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.