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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
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 		$7.63M 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lorne Steinberg Wealth Management's CSCO Position: Q1 2026 in Review

Lorne Steinberg Wealth Management reduced its Cisco (CSCO) stake by 0.32% in Q1 2026, selling an estimated $27.8K and leaving 111,013 shares worth $8.61M. The position accounts for 2.04% of the portfolio, ranked #20.

Lorne Steinberg Wealth Management first reported a position in CSCO in Q4 2020 and has held it in 22 quarters since. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Lorne Steinberg Wealth Management held 111,013 shares of Cisco worth $8.61M as of Q1 2026.
  • Lorne Steinberg Wealth Management sold 355 Cisco shares in Q1 2026, an estimated $27.8K.
  • Cisco made up 2.04% of Lorne Steinberg Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Lorne Steinberg Wealth Management first reported a position in Cisco in Q4 2020 and has held it in 22 quarters since.
  • 3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.