Montz Harcus Wealth Management’s Cisco CSCO Stock Holding History

Montz Harcus 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
2026 Q2	$328K	Buy	2,795 +145	+5%	+$15.2K	0.12%	69
2026 Q1	$206K	Sell	2,650 -88	-3%	-$6.89K	0.08%	89
2025 Q4	$211K	Buy	+2,738	New	+$203K	0.09%	86
2024 Q2	–	Sell	-4,173	Closed	-$208K	–	70
2024 Q1	$208K	Sell	4,173 -69	-2%	-$3.44K	0.14%	66
2023 Q4	$214K	Sell	4,242 -250	-6%	-$12.8K	0.16%	53
2023 Q3	$241K	Sell	4,492 -51	-1%	-$2.75K	0.21%	43
2023 Q2	$235K	Sell	4,543 -17	-0.4%	-$836	0.19%	50
2023 Q1	$238K	Sell	4,560 -289	-6%	-$14.1K	0.22%	46
2022 Q4	$231K	Buy	+4,849	New	+$221K	0.23%	45
2022 Q3	–	Sell	-4,769	Closed	-$203K	–	52
2022 Q2	$203K	Buy	4,769 +35	+0.7%	+$1.68K	0.21%	51
2022 Q1	$264K	Buy	4,734 +30	+0.6%	+$1.7K	0.24%	45
2021 Q4	$298K	Buy	+4,704	New	+$269K	0.26%	37

Other funds holding CSCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Montz Harcus Wealth Management's CSCO Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its Cisco (CSCO) stake by 5.5% in Q2 2026, buying an estimated $15.2K and bringing the position to 2,795 shares worth $328K. The position accounts for 0.12% of the portfolio, ranked #69.

Montz Harcus Wealth Management first reported a position in CSCO in Q4 2021 and has held it in 12 quarters since. 4,054 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Montz Harcus Wealth Management held 2,795 shares of Cisco worth $328K as of Q2 2026.
Montz Harcus Wealth Management bought 145 Cisco shares in Q2 2026, an estimated $15.2K.
Cisco made up 0.12% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #69 holding.
Montz Harcus Wealth Management first reported a position in Cisco in Q4 2021 and has held it in 12 quarters since.
4,054 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.