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Lumbard & Kellner’s Cisco CSCO Stock Holding History

Lumbard & Kellner’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 		$6.61M Sell
56,311
-49,641
-47% -$5.19M 2.01% 16
2026
Q1 		$8.22M Buy
105,952
+82
+0.1% +$6.42K 2.85% 10
2025
Q4 		$8.16M Sell
105,870
-1,747
-2% -$130K 2.86% 10
2025
Q3 		$7.36M Buy
107,617
+4,969
+5% +$339K 2.71% 9
2025
Q2 		$7.12M Sell
102,648
-1,376
-1% -$84.6K 3.1% 7
2025
Q1 		$6.42M Buy
104,024
+32
+0% +$1.97K 2.83% 12
2024
Q4 		$6.16M Sell
103,992
-3,775
-4% -$216K 2.65% 12
2024
Q3 		$5.74M Buy
107,767
+2,691
+3% +$131K 2.53% 13
2024
Q2 		$4.99M Buy
105,076
+1,011
+1% +$48K 2.36% 15
2024
Q1 		$5.19M Buy
104,065
+44,345
+74% +$2.21M 2.53% 16
2023
Q4 		$3.02M Buy
59,720
+46,746
+360% +$2.39M 1.75% 24
2023
Q3 		$697K Sell
12,974
-1,581
-11% -$85.3K 0.46% 39
2023
Q2 		$753K Buy
14,555
+39
+0.3% +$1.92K 0.42% 44
2023
Q1 		$752K Buy
14,516
+12,039
+486% +$588K 0.38% 53
2022
Q4 		$690K Sell
2,477
-10,776
-81% -$490K 0.34% 56
2022
Q3 		$574K Sell
13,253
-755
-5% -$33.5K 0.3% 62
2022
Q2 		$597K Buy
14,008
+1,235
+10% +$59.1K 0.3% 55
2022
Q1 		$712K Sell
12,773
-972
-7% -$55K 0.28% 60
2021
Q4 		$861K Buy
13,745
+95
+0.7% +$5.43K 0.32% 55
2021
Q3 		$743K Buy
13,650
+91
+0.7% +$5.11K 0.29% 58
2021
Q2 		$718K Buy
13,559
+38
+0.3% +$2K 0.28% 60
2021
Q1 		$698K Sell
13,521
-185
-1% -$8.68K 0.25% 64
2020
Q4 		$613K Buy
+13,706
New +$563K 0.24% 70

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

Lumbard & Kellner's CSCO Position: Q2 2026 in Review

Lumbard & Kellner reduced its Cisco (CSCO) stake by 47% in Q2 2026, selling an estimated $5.19M and leaving 56,311 shares worth $6.61M. The position accounts for 2.01% of the portfolio, ranked #16.

Lumbard & Kellner first reported a position in CSCO in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.22M in Q1 2026. 4,073 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Lumbard & Kellner held 56,311 shares of Cisco worth $6.61M as of Q2 2026.
  • Lumbard & Kellner sold 49,641 Cisco shares in Q2 2026, an estimated $5.19M.
  • Cisco made up 2.01% of Lumbard & Kellner's portfolio in Q2 2026, its #16 holding.
  • Lumbard & Kellner first reported a position in Cisco in Q4 2020 and has held it in 23 quarters since.
  • Lumbard & Kellner's Cisco position peaked at $8.22M in Q1 2026.
  • 4,073 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Lumbard & Kellner's 13F filing for Q2 2026, filed 6 Aug 2026.