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PBMares Wealth Management’s Cisco CSCO Stock Holding History

PBMares 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
2025
Q3 		$432K Buy
6,320
+7
+0.1% +$477 0.07% 119
2025
Q2 		$438K Buy
6,313
+287
+5% +$17.6K 0.08% 116
2025
Q1 		$372K Sell
6,026
-1,857
-24% -$114K 0.07% 126
2024
Q4 		$467K Buy
7,883
+5
+0.1% +$286 0.1% 114
2024
Q3 		$419K Buy
7,878
+461
+6% +$22.4K 0.09% 122
2024
Q2 		$352K Sell
7,417
-484
-6% -$23K 0.09% 132
2024
Q1 		$394K Sell
7,901
-562
-7% -$28K 0.1% 121
2023
Q4 		$428K Sell
8,463
-1
-0% -$51 0.13% 115
2023
Q3 		$455K Sell
8,464
-964
-10% -$52K 0.16% 102
2023
Q2 		$488K Buy
9,428
+18
+0.2% +$885 0.17% 101
2023
Q1 		$492K Buy
9,410
+75
+0.8% +$3.66K 0.18% 98
2022
Q4 		$445K Buy
9,335
+3
+0% +$137 0.18% 97
2022
Q3 		$373K Buy
9,332
+930
+11% +$41.3K 0.16% 110
2022
Q2 		$358K Buy
8,402
+580
+7% +$27.8K 0.15% 115
2022
Q1 		$436K Buy
7,822
+278
+4% +$15.7K 0.27% 94
2021
Q4 		$478K Buy
7,544
+2
+0% +$114 0.2% 97
2021
Q3 		$411K Buy
7,542
+2
+0% +$112 0.2% 97
2021
Q2 		$400K Buy
7,540
+3
+0% +$158 0.22% 98
2021
Q1 		$390K Buy
7,537
+30
+0.4% +$1.41K 0.32% 90
2020
Q4 		$336K Sell
7,507
-490
-6% -$20.1K 0.39% 85
2020
Q3 		$315K Buy
7,997
+1
+0% +$44 0.46% 73
2020
Q2 		$373K Buy
7,996
+24
+0.3% +$1.05K 0.56% 65
2020
Q1 		$313K Buy
7,972
+616
+8% +$27K 0.49% 72
2019
Q4 		$353K Buy
+7,356
New +$342K 0.42% 75

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PBMares Wealth Management's CSCO Position: Q3 2025 in Review

PBMares Wealth Management increased its Cisco (CSCO) stake by 0.11% in Q3 2025, buying an estimated $477 and bringing the position to 6,320 shares worth $432K. The position accounts for 0.07% of the portfolio, ranked #119.

PBMares Wealth Management first reported a position in CSCO in Q4 2019 and has held it in 24 quarters since. The position peaked at $492K in Q1 2023. 3,448 funds tracked by Wall St. Rank hold CSCO as of Q3 2025.

  • PBMares Wealth Management held 6,320 shares of Cisco worth $432K as of Q3 2025.
  • PBMares Wealth Management bought 7 Cisco shares in Q3 2025, an estimated $477.
  • Cisco made up 0.07% of PBMares Wealth Management's portfolio in Q3 2025, its #119 holding.
  • PBMares Wealth Management first reported a position in Cisco in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's Cisco position peaked at $492K in Q1 2023.
  • 3,448 funds tracked by Wall St. Rank held Cisco as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.