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Lokken Investment Group’s Cisco CSCO Stock Holding History

Lokken Investment 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
2025
Q3 		$2.04M Sell
29,831
-727
-2% -$49.6K 0.7% 37
2025
Q2 		$2.12M Buy
30,558
+1,145
+4% +$70.4K 0.82% 31
2025
Q1 		$1.82M Buy
29,413
+2,698
+10% +$166K 0.77% 32
2024
Q4 		$1.58M Buy
26,715
+665
+3% +$38K 0.68% 39
2024
Q3 		$1.39M Buy
26,050
+1,911
+8% +$92.9K 0.58% 42
2024
Q2 		$1.15M Buy
24,139
+2,544
+12% +$121K 0.54% 46
2024
Q1 		$1.08M Buy
21,595
+1,150
+6% +$57.4K 0.54% 49
2023
Q4 		$1.03M Buy
20,445
+1,639
+9% +$83.7K 0.58% 42
2023
Q3 		$1.01M Buy
18,806
+366
+2% +$19.7K 0.66% 37
2023
Q2 		$954K Buy
18,440
+2,381
+15% +$117K 0.62% 37
2023
Q1 		$839K Buy
16,059
+881
+6% +$43K 0.64% 38
2022
Q4 		$723K Buy
15,178
+325
+2% +$14.8K 0.57% 42
2022
Q3 		$594K Buy
14,853
+113
+0.8% +$5.01K 0.51% 45
2022
Q2 		$629K Buy
14,740
+547
+4% +$26.2K 0.51% 42
2022
Q1 		$695K Sell
14,193
-242
-2% -$13.7K 0.55% 40
2021
Q4 		$915K Buy
14,435
+328
+2% +$18.7K 0.65% 34
2021
Q3 		$768K Sell
14,107
-393
-3% -$22.1K 0.61% 37
2021
Q2 		$768K Buy
14,500
+999
+7% +$52.6K 0.62% 37
2021
Q1 		$698K Buy
13,501
+285
+2% +$13.4K 0.62% 39
2020
Q4 		$591K Buy
+13,216
New +$543K 0.54% 41

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lokken Investment Group's CSCO Position: Q3 2025 in Review

Lokken Investment Group reduced its Cisco (CSCO) stake by 2.4% in Q3 2025, selling an estimated $49.6K and leaving 29,831 shares worth $2.04M. The position accounts for 0.7% of the portfolio, ranked #37.

Lokken Investment Group first reported a position in CSCO in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.12M in Q2 2025. 3,448 funds tracked by Wall St. Rank hold CSCO as of Q3 2025.

  • Lokken Investment Group held 29,831 shares of Cisco worth $2.04M as of Q3 2025.
  • Lokken Investment Group sold 727 Cisco shares in Q3 2025, an estimated $49.6K.
  • Cisco made up 0.7% of Lokken Investment Group's portfolio in Q3 2025, its #37 holding.
  • Lokken Investment Group first reported a position in Cisco in Q4 2020 and has held it in 20 quarters since.
  • Lokken Investment Group's Cisco position peaked at $2.12M in Q2 2025.
  • 3,448 funds tracked by Wall St. Rank held Cisco as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.