MBM Wealth Consultants
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MBM Wealth Consultants’s Cisco CSCO Stock Holding History

MBM Wealth Consultants’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
Q3 		$364K Sell
3,378
-207
-6% -$23.3K 0.07% 105
2026
Q2 		$421K Sell
3,585
-3,246
-48% -$339K 0.08% 104
2026
Q1 		$530K Hold
6,831
– – 0.12% 77
2025
Q4 		$526K Buy
6,831
+309
+5% +$22.9K 0.13% 70
2025
Q3 		$446K Buy
6,522
+230
+4% +$15.7K 0.11% 75
2025
Q2 		$437K Buy
6,292
+298
+5% +$18.3K 0.12% 73
2025
Q1 		$370K Buy
5,994
+677
+13% +$41.7K 0.11% 87
2024
Q4 		$314K Buy
5,317
+331
+7% +$18.9K 0.09% 85
2024
Q3 		$265K Sell
4,986
-673
-12% -$32.7K 0.08% 95
2024
Q2 		$259K Buy
5,659
+144
+3% +$6.84K 0.09% 87
2024
Q1 		$275K Sell
5,515
-204
-4% -$10.2K 0.1% 86
2023
Q4 		$299K Buy
+5,719
New +$292K 0.11% 76
2023
Q2 		– Sell
-1,140
Closed -$60K – 139
2023
Q1 		$60K Hold
1,140
– – 0.02% 152
2022
Q4 		$55K Sell
1,140
-80
-7% -$3.64K 0.03% 157
2022
Q3 		$50K Buy
1,220
+794
+186% +$35.2K 0.02% 152
2022
Q2 		$18K Sell
426
-1,002
-70% -$48K 0.01% 202
2022
Q1 		$80K Buy
1,428
+249
+21% +$14.1K 0.03% 142
2021
Q4 		$75K Sell
1,179
-927
-44% -$53K 0.03% 135
2021
Q3 		$115K Sell
2,106
-440
-17% -$24.7K 0.05% 124
2021
Q2 		$135K Sell
2,546
-51
-2% -$2.68K 0.06% 114
2021
Q1 		$135K Sell
2,597
-1,054
-29% -$49.5K 0.07% 107
2020
Q4 		$163K Sell
3,651
-163
-4% -$6.7K 0.09% 90
2020
Q3 		$150K Sell
3,814
-328
-8% -$14.3K 0.1% 83
2020
Q2 		$193K Sell
4,142
-9,688
-70% -$425K 0.14% 76
2020
Q1 		$543K Buy
13,830
+878
+7% +$38.5K 0.45% 38
2019
Q4 		$621K Buy
12,952
+148
+1% +$6.88K 0.46% 42
2019
Q3 		$633K Sell
12,804
-122
-0.9% -$6.34K 0.5% 40
2019
Q2 		$718K Sell
12,926
-179
-1% -$9.9K 0.6% 39
2019
Q1 		$708K Sell
13,105
-605
-4% -$29.4K 0.62% 38
2018
Q4 		$594K Buy
+13,710
New +$627K 0.58% 44

Other funds holding CSCO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

MBM Wealth Consultants's CSCO Position: Q3 2026 in Review

MBM Wealth Consultants reduced its Cisco (CSCO) stake by 5.8% in Q3 2026, selling an estimated $23.3K and leaving 3,378 shares worth $364K. The position accounts for 0.07% of the portfolio, ranked #105.

MBM Wealth Consultants first reported a position in CSCO in Q4 2018 and has held it in 30 quarters since. The position peaked at $718K in Q2 2019. 2,852 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • MBM Wealth Consultants held 3,378 shares of Cisco worth $364K as of Q3 2026.
  • MBM Wealth Consultants sold 207 Cisco shares in Q3 2026, an estimated $23.3K.
  • Cisco made up 0.07% of MBM Wealth Consultants's portfolio in Q3 2026, its #105 holding.
  • MBM Wealth Consultants first reported a position in Cisco in Q4 2018 and has held it in 30 quarters since.
  • MBM Wealth Consultants's Cisco position peaked at $718K in Q2 2019.
  • 2,852 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on MBM Wealth Consultants's 13F filing for Q3 2026, filed 20 Oct 2026.