MWM
CSCO icon

Merriman Wealth Management’s Cisco CSCO Stock Holding History

Merriman Wealth Management’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
2024
Q4 		$271K Buy
+4,570
New +$261K 0.01% 177
2024
Q2 		– Sell
-4,610
Closed -$230K – 210
2024
Q1 		$230K Buy
+4,610
New +$230K 0.01% 186
2023
Q2 		– Sell
-3,927
Closed -$205K – 208
2023
Q1 		$205K Sell
3,927
-380
-9% -$18.6K 0.01% 188
2022
Q4 		$205K Buy
+4,307
New +$196K 0.01% 196
2022
Q3 		– Sell
-5,097
Closed -$217K – 175
2022
Q2 		$217K Sell
5,097
-399
-7% -$19.1K 0.02% 152
2022
Q1 		$306K Sell
5,496
-182
-3% -$10.3K 0.03% 161
2021
Q4 		$360K Buy
5,678
+1,056
+23% +$60.3K 0.03% 162
2021
Q3 		$252K Sell
4,622
-1,138
-20% -$63.9K 0.02% 178
2021
Q2 		$305K Buy
5,760
+296
+5% +$15.6K 0.03% 180
2021
Q1 		$283K Sell
5,464
-2,278
-29% -$107K 0.03% 161
2020
Q4 		$347K Buy
7,742
+1,554
+25% +$63.9K 0.04% 164
2020
Q3 		$244K Buy
6,188
+1,079
+21% +$47K 0.04% 147
2020
Q2 		$238K Sell
5,109
-1,249
-20% -$54.8K 0.04% 144
2020
Q1 		$250K Sell
6,358
-417
-6% -$18.3K 0.05% 130
2019
Q4 		$325K Buy
6,775
+552
+9% +$25.7K 0.06% 146
2019
Q3 		$307K Buy
6,223
+794
+15% +$41.3K 0.06% 141
2019
Q2 		$297K Sell
5,429
-109
-2% -$6.02K 0.06% 150
2019
Q1 		$299K Sell
5,538
-547
-9% -$26.6K 0.06% 165
2018
Q4 		$261K Sell
6,085
-379
-6% -$17.3K 0.06% 134
2018
Q3 		$314K Sell
6,464
-229
-3% -$10.3K 0.07% 140
2018
Q2 		$288K Buy
6,693
+16
+0.2% +$699 0.07% 139
2018
Q1 		$286K Sell
6,677
-671
-9% -$28.5K 0.08% 149
2017
Q4 		$281K Buy
+7,348
New +$262K 0.07% 145

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Merriman Wealth Management's CSCO Position: Q4 2024 in Review

Merriman Wealth Management opened a new position in Cisco (CSCO) in Q4 2024: 4,570 shares worth $271K. The stake represents 0.01% of the portfolio and ranks #177 among its holdings. This is a return to the name: Merriman Wealth Management previously reported a position in CSCO as recently as Q1 2024.

Merriman Wealth Management first reported a position in CSCO in Q4 2017 and has held it in 23 quarters since. The position peaked at $360K in Q4 2021. 3,363 funds tracked by Wall St. Rank hold CSCO as of Q4 2024.

  • Merriman Wealth Management held 4,570 shares of Cisco worth $271K as of Q4 2024.
  • Cisco was a new Merriman Wealth Management position in Q4 2024.
  • Cisco made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #177 holding.
  • Merriman Wealth Management first reported a position in Cisco in Q4 2017 and has held it in 23 quarters since.
  • Merriman Wealth Management's Cisco position peaked at $360K in Q4 2021.
  • 3,363 funds tracked by Wall St. Rank held Cisco as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.