Lorne Steinberg Wealth Management
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Lorne Steinberg Wealth Management’s Cisco CSCO Stock Holding History

Lorne Steinberg 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
Q3 		$11.9M Sell
110,890
-903
-0.8% -$102K 2.52% 14
2026
Q2 		$13.1M Buy
111,793
+780
+0.7% +$81.6K 2.7% 11
2026
Q1 		$8.61M Sell
111,013
-355
-0.3% -$27.8K 2.04% 20
2025
Q4 		$8.58M Sell
111,368
-425
-0.4% -$31.5K 1.97% 23
2025
Q3 		$7.65M Sell
111,793
-1,500
-1% -$102K 1.84% 25
2025
Q2 		$7.86M Sell
113,293
-675
-0.6% -$41.5K 2.05% 19
2025
Q1 		$7.03M Sell
113,968
-774
-0.7% -$47.7K 2.05% 19
2024
Q4 		$6.79M Sell
114,742
-240
-0.2% -$13.7K 1.97% 21
2024
Q3 		$6.12M Buy
114,982
+1,375
+1% +$66.9K 1.77% 28
2024
Q2 		$5.4M Buy
113,607
+725
+0.6% +$34.4K 1.74% 30
2024
Q1 		$5.63M Sell
112,882
-470
-0.4% -$23.4K 1.76% 28
2023
Q4 		$5.73M Buy
113,352
+629
+0.6% +$32.1K 1.92% 24
2023
Q3 		$6.06M Sell
112,723
-2,554
-2% -$138K 2.33% 12
2023
Q2 		$5.96M Sell
115,277
-922
-0.8% -$45.4K 2.25% 14
2023
Q1 		$6.07M Sell
116,199
-1,499
-1% -$73.2K 2.43% 12
2022
Q4 		$5.61M Sell
117,698
-895
-0.8% -$40.7K 2.41% 13
2022
Q3 		$4.74M Sell
118,593
-2,792
-2% -$124K 2.3% 16
2022
Q2 		$5.18M Buy
121,385
+1,900
+2% +$91K 2.44% 15
2022
Q1 		$6.66M Sell
119,485
-998
-0.8% -$56.5K 3.08% 9
2021
Q4 		$7.64M Sell
120,483
-2,029
-2% -$116K 3.28% 6
2021
Q3 		$6.67M Sell
122,512
-1,975
-2% -$111K 3.23% 6
2021
Q2 		$6.6M Sell
124,487
-540
-0.4% -$28.4K 3.24% 6
2021
Q1 		$6.46M Sell
125,027
-1,873
-1% -$87.9K 3.42% 2
2020
Q4 		$5.7M Buy
+126,900
New +$5.22M 3.55% 4

Other funds holding CSCO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Lorne Steinberg Wealth Management's CSCO Position: Q3 2026 in Review

Lorne Steinberg Wealth Management reduced its Cisco (CSCO) stake by 0.81% in Q3 2026, selling an estimated $102K and leaving 110,890 shares worth $11.9M. The position accounts for 2.52% of the portfolio, ranked #14.

Lorne Steinberg Wealth Management first reported a position in CSCO in Q4 2020 and has held it in 24 quarters since. The position peaked at $13.1M in Q2 2026. 2,662 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Lorne Steinberg Wealth Management held 110,890 shares of Cisco worth $11.9M as of Q3 2026.
  • Lorne Steinberg Wealth Management sold 903 Cisco shares in Q3 2026, an estimated $102K.
  • Cisco made up 2.52% of Lorne Steinberg Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Lorne Steinberg Wealth Management first reported a position in Cisco in Q4 2020 and has held it in 24 quarters since.
  • Lorne Steinberg Wealth Management's Cisco position peaked at $13.1M in Q2 2026.
  • 2,662 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.