Mowery & Schoenfeld Wealth Management’s Cisco CSCO Stock Holding History

Mowery & Schoenfeld 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 Q1	$168K	Sell	2,166 -496	-19%	-$38.8K	0.26%	63
2025 Q4	$205K	Buy	2,662 +617	+30%	+$45.8K	0.3%	53
2025 Q3	$140K	Hold	2,045	–	–	0.24%	65
2025 Q2	$142K	Sell	2,045 -3,119	-60%	-$192K	0.22%	57
2025 Q1	$319K	Buy	5,164 +3,083	+148%	+$190K	0.62%	33
2024 Q4	$123K	Buy	2,081 +301	+17%	+$17.2K	0.24%	60
2024 Q3	$94.7K	Sell	1,780 -1,775	-50%	-$86.3K	0.15%	65
2024 Q2	$169K	Hold	3,555	–	–	0.24%	39
2024 Q1	$177K	Hold	3,555	–	–	0.34%	32
2023 Q4	$180K	Buy	+3,555	New	+$182K	0.36%	37

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

Mowery & Schoenfeld Wealth Management's CSCO Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Cisco (CSCO) stake by 19% in Q1 2026, selling an estimated $38.8K and leaving 2,166 shares worth $168K. The position accounts for 0.26% of the portfolio, ranked #63.

Mowery & Schoenfeld Wealth Management first reported a position in CSCO in Q4 2023 and has held it in 10 quarters since. The position peaked at $319K in Q1 2025. 3,721 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 2,166 shares of Cisco worth $168K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 496 Cisco shares in Q1 2026, an estimated $38.8K.
Cisco made up 0.26% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #63 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Cisco in Q4 2023 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's Cisco position peaked at $319K in Q1 2025.
3,721 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.