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Marcum Wealth’s Cisco CSCO Stock Holding History

Marcum Wealth’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
Q1 		$1.15M Buy
18,555
+1,629
+10% +$100K 0.1% 104
2024
Q4 		$1M Sell
16,926
-3,701
-18% -$211K 0.09% 115
2024
Q3 		$1.1M Sell
20,627
-1,818
-8% -$88.4K 0.1% 98
2024
Q2 		$1.07M Sell
22,445
-1,901
-8% -$90.3K 0.11% 96
2024
Q1 		$1.22M Buy
24,346
+943
+4% +$47K 0.12% 85
2023
Q4 		$1.18M Buy
23,403
+1,276
+6% +$65.2K 0.13% 87
2023
Q3 		$1.19M Sell
22,127
-2,582
-10% -$139K 0.14% 82
2023
Q2 		$1.28M Sell
24,709
-1,416
-5% -$69.7K 0.15% 75
2023
Q1 		$1.37M Buy
26,125
+1,889
+8% +$92.3K 0.17% 68
2022
Q4 		$1.15M Sell
24,236
-4,710
-16% -$214K 0.15% 75
2022
Q3 		$1.16M Sell
28,946
-305
-1% -$13.5K 0.18% 66
2022
Q2 		$1.25M Buy
29,251
+542
+2% +$25.9K 0.19% 66
2022
Q1 		$1.6M Buy
28,709
+2,267
+9% +$128K 0.22% 63
2021
Q4 		$1.68M Buy
26,442
+2,398
+10% +$137K 0.23% 59
2021
Q3 		$1.31M Buy
24,044
+69
+0.3% +$3.87K 0.21% 70
2021
Q2 		$1.27M Sell
23,975
-4,576
-16% -$241K 0.21% 66
2021
Q1 		$1.48M Buy
28,551
+21,986
+335% +$1.03M 0.24% 53
2020
Q4 		$294K Sell
6,565
-944
-13% -$38.8K 0.07% 105
2020
Q3 		$296K Sell
7,509
-23
-0.3% -$1K 0.09% 82
2020
Q2 		$351K Sell
7,532
-119
-2% -$5.22K 0.11% 78
2020
Q1 		$301K Sell
7,651
-561
-7% -$24.6K 0.12% 60
2019
Q4 		$394K Buy
+8,212
New +$382K 0.15% 63

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marcum Wealth's CSCO Position: Q1 2025 in Review

Marcum Wealth increased its Cisco (CSCO) stake by 9.6% in Q1 2025, buying an estimated $100K and bringing the position to 18,555 shares worth $1.15M. The position accounts for 0.1% of the portfolio, ranked #104.

Marcum Wealth first reported a position in CSCO in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.68M in Q4 2021. 3,373 funds tracked by Wall St. Rank hold CSCO as of Q1 2025.

  • Marcum Wealth held 18,555 shares of Cisco worth $1.15M as of Q1 2025.
  • Marcum Wealth bought 1,629 Cisco shares in Q1 2025, an estimated $100K.
  • Cisco made up 0.1% of Marcum Wealth's portfolio in Q1 2025, its #104 holding.
  • Marcum Wealth first reported a position in Cisco in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Cisco position peaked at $1.68M in Q4 2021.
  • 3,373 funds tracked by Wall St. Rank held Cisco as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.