Mark Sheptoff Financial Planning’s Cisco CSCO Stock Holding History

Mark Sheptoff Financial Planning’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	$227K	Sell	2,408 -1,800	-43%	-$141K	0.12%	94
2025 Q4	$324K	Hold	4,208	–	–	0.15%	76
2025 Q3	$288K	Hold	4,208	–	–	0.14%	87
2025 Q2	$292K	Buy	4,208 +108	+3%	+$6.64K	0.16%	77
2025 Q1	$253K	Hold	4,100	–	–	0.14%	79
2024 Q4	$243K	Hold	4,100	–	–	0.13%	84
2024 Q3	$218K	Hold	4,100	–	–	0.12%	89
2024 Q2	$195K	Hold	4,100	–	–	0.11%	94
2024 Q1	$205K	Hold	4,100	–	–	0.11%	95
2023 Q4	$207K	Hold	4,100	–	–	0.12%	89
2023 Q3	$220K	Hold	4,100	–	–	0.14%	79
2023 Q2	$212K	Hold	4,100	–	–	0.12%	92
2023 Q1	$214K	Hold	4,100	–	–	0.12%	91
2022 Q4	$195K	Hold	4,100	–	–	0.11%	92
2022 Q3	$164K	Hold	4,100	–	–	0.1%	93
2022 Q2	$175K	Hold	4,100	–	–	0.1%	96
2022 Q1	$229K	Sell	4,100 -200	-5%	-$11.3K	0.12%	99
2021 Q4	$272K	Sell	4,300 -200	-4%	-$11.4K	0.13%	91
2021 Q3	$245K	Sell	4,500 -300	-6%	-$16.8K	0.13%	92
2021 Q2	$254K	Buy	4,800 +1,300	+37%	+$68.4K	0.14%	83
2021 Q1	$181K	Sell	3,500 -1,200	-26%	-$56.3K	0.1%	103
2020 Q4	$210K	Hold	4,700	–	–	0.12%	90
2020 Q3	$185K	Sell	4,700 -31,865	-87%	-$1.39M	0.11%	93
2020 Q2	$1.71M	Buy	36,565 +29,825	+443%	+$1.31M	1.11%	24
2020 Q1	$265K	Hold	6,740	–	–	0.2%	69
2019 Q4	$323K	Hold	6,740	–	–	0.2%	71
2019 Q3	$333K	Sell	6,740 -11,535	-63%	-$599K	0.22%	67
2019 Q2	$1M	Buy	18,275 +5,350	+41%	+$295K	0.68%	35
2019 Q1	$698K	Buy	12,925 +2,850	+28%	+$138K	0.5%	42
2018 Q4	$437K	Sell	10,075 -1,000	-9%	-$45.8K	0.36%	53
2018 Q3	$539K	Hold	11,075	–	–	0.37%	59
2018 Q2	$477K	Buy	11,075 +175	+2%	+$7.65K	0.35%	64
2018 Q1	$468K	Hold	10,900	–	–	0.32%	68
2017 Q4	$417K	Hold	10,900	–	–	0.27%	75
2017 Q3	$367K	Sell	10,900 -900	-8%	-$28.6K	0.25%	79
2017 Q2	$369K	Buy	11,800 +7,799	+195%	+$254K	0.25%	77
2017 Q1	$135K	Buy	4,001 +1	+0%	+$32	0.1%	129
2016 Q4	$121K	Hold	4,000	–	–	0.09%	129
2016 Q3	$127K	Buy	4,000 +856	+27%	+$26.3K	0.09%	119
2016 Q2	$90K	Buy	3,144 +144	+5%	+$4.04K	0.07%	130
2016 Q1	$85K	Hold	3,000	–	–	0.07%	127
2015 Q4	$81K	Hold	3,000	–	–	0.07%	140
2015 Q3	$79K	Sell	3,000 -1,168	-28%	-$31.5K	0.07%	142
2015 Q2	$114K	Sell	4,168 -932	-18%	-$26.7K	0.09%	133
2015 Q1	$140K	Buy	5,100 +2,000	+65%	+$56.3K	0.12%	121
2014 Q4	$86K	Hold	3,100	–	–	0.08%	138
2014 Q3	$78K	Buy	3,100 +100	+3%	+$2.52K	0.07%	153
2014 Q2	$75K	Hold	3,000	–	–	0.06%	155
2014 Q1	$67K	Buy	+3,000	New	+$66.3K	0.06%	161

Other funds holding CSCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mark Sheptoff Financial Planning's CSCO Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Cisco (CSCO) stake by 43% in Q1 2026, selling an estimated $141K and leaving 2,408 shares worth $227K. The position accounts for 0.12% of the portfolio, ranked #94.

Mark Sheptoff Financial Planning first reported a position in CSCO in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.71M in Q2 2020. 3,717 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

Mark Sheptoff Financial Planning held 2,408 shares of Cisco worth $227K as of Q1 2026.
Mark Sheptoff Financial Planning sold 1,800 Cisco shares in Q1 2026, an estimated $141K.
Cisco made up 0.12% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #94 holding.
Mark Sheptoff Financial Planning first reported a position in Cisco in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's Cisco position peaked at $1.71M in Q2 2020.
3,717 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.