LA
CSCO icon

LVW Advisors’s Cisco CSCO Stock Holding History

LVW Advisors’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 		$5.3M Buy
45,137
+964
+2% +$101K 0.46% 36
2026
Q1 		$3.43M Sell
44,173
-91
-0.2% -$7.12K 0.33% 40
2025
Q4 		$3.41M Sell
44,264
-4,916
-10% -$365K 0.35% 39
2025
Q3 		$3.36M Sell
49,180
-580
-1% -$39.5K 0.34% 42
2025
Q2 		$3.45M Buy
49,760
+1,774
+4% +$109K 0.38% 37
2025
Q1 		$2.96M Buy
47,986
+482
+1% +$29.7K 0.35% 40
2024
Q4 		$2.81M Sell
47,504
-1,344
-3% -$76.8K 0.34% 48
2024
Q3 		$2.6M Buy
48,848
+5,756
+13% +$280K 0.33% 47
2024
Q2 		$2.05M Sell
43,092
-16,135
-27% -$766K 0.3% 53
2024
Q1 		$2.96M Sell
59,227
-3,835
-6% -$191K 0.5% 34
2023
Q4 		$3.19M Sell
63,062
-5,107
-7% -$261K 0.6% 31
2023
Q3 		$3.66M Sell
68,169
-5,004
-7% -$270K 0.76% 28
2023
Q2 		$3.79M Sell
73,173
-16,085
-18% -$791K 0.73% 35
2023
Q1 		$4.67M Sell
89,258
-1,265
-1% -$61.8K 0.91% 26
2022
Q4 		$4.31M Sell
90,523
-4,161
-4% -$189K 0.88% 28
2022
Q3 		$3.79M Buy
94,684
+1,671
+2% +$74.1K 0.85% 30
2022
Q2 		$3.97M Buy
93,013
+3,728
+4% +$178K 0.81% 33
2022
Q1 		$4.98M Sell
89,285
-1,829
-2% -$103K 0.84% 29
2021
Q4 		$5.77M Sell
91,114
-3,431
-4% -$196K 0.98% 20
2021
Q3 		$5.15M Buy
94,545
+4,266
+5% +$239K 0.89% 25
2021
Q2 		$4.79M Buy
90,279
+1,942
+2% +$102K 0.85% 30
2021
Q1 		$4.57M Buy
88,337
+2,624
+3% +$123K 0.88% 29
2020
Q4 		$3.84M Sell
85,713
-7,458
-8% -$307K 0.77% 34
2020
Q3 		$3.67M Buy
93,171
+248
+0.3% +$10.8K 0.81% 34
2020
Q2 		$4.33M Buy
92,923
+3,315
+4% +$145K 1.05% 22
2020
Q1 		$3.52M Buy
89,608
+17,837
+25% +$783K 0.94% 28
2019
Q4 		$3.44M Buy
71,771
+4,854
+7% +$226K 0.78% 32
2019
Q3 		$3.31M Sell
66,917
-2,649
-4% -$138K 0.82% 30
2019
Q2 		$3.81M Sell
69,566
-12,491
-15% -$690K 1.05% 24
2019
Q1 		$4.43M Buy
82,057
+1,000
+1% +$48.6K 1.18% 17
2018
Q4 		$3.51M Sell
81,057
-19,010
-19% -$870K 1.19% 21
2018
Q3 		$4.87M Buy
100,067
+838
+0.8% +$37.7K 1.37% 14
2018
Q2 		$4.27M Sell
99,229
-6,903
-7% -$302K 1.35% 15
2018
Q1 		$4.55M Sell
106,132
-7,381
-7% -$313K 1.41% 14
2017
Q4 		$4.35M Buy
113,513
+9,005
+9% +$322K 1.27% 18
2017
Q3 		$3.52M Buy
104,508
+19,781
+23% +$630K 1.4% 16
2017
Q2 		$2.65M Sell
84,727
-3,391
-4% -$110K 0.93% 27
2017
Q1 		$2.98M Sell
88,118
-12,109
-12% -$393K 1.07% 21
2016
Q4 		$3.03M Sell
100,227
-447
-0.4% -$13.6K 1.06% 22
2016
Q3 		$3.19M Buy
100,674
+3,068
+3% +$94.4K 1.05% 19
2016
Q2 		$2.8M Buy
97,606
+324
+0.3% +$9.1K 1.05% 22
2016
Q1 		$2.77M Sell
97,282
-2,140
-2% -$55.1K 0.89% 27
2015
Q4 		$2.7M Sell
99,422
-4,649
-4% -$128K 1.06% 24
2015
Q3 		$2.73M Sell
104,071
-905
-0.9% -$24.4K 1.26% 18
2015
Q2 		$2.88M Buy
104,976
+544
+0.5% +$15.6K 1.23% 20
2015
Q1 		$2.87M Buy
104,432
+515
+0.5% +$14.5K 1.37% 18
2014
Q4 		$2.89M Buy
+103,917
New +$2.68M 1.59% 18

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

LVW Advisors's CSCO Position: Q2 2026 in Review

LVW Advisors increased its Cisco (CSCO) stake by 2.2% in Q2 2026, buying an estimated $101K and bringing the position to 45,137 shares worth $5.3M. The position accounts for 0.46% of the portfolio, ranked #36.

LVW Advisors first reported a position in CSCO in Q4 2014 and has held it in 47 quarters since. The position peaked at $5.77M in Q4 2021. 2,015 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • LVW Advisors held 45,137 shares of Cisco worth $5.3M as of Q2 2026.
  • LVW Advisors bought 964 Cisco shares in Q2 2026, an estimated $101K.
  • Cisco made up 0.46% of LVW Advisors's portfolio in Q2 2026, its #36 holding.
  • LVW Advisors first reported a position in Cisco in Q4 2014 and has held it in 47 quarters since.
  • LVW Advisors's Cisco position peaked at $5.77M in Q4 2021.
  • 2,015 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.