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Philip James Wealth Mangement’s Cisco CSCO Stock Holding History

Philip James Wealth Mangement’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 		$2.95M Sell
38,076
-3,880
-9% -$304K 0.34% 55
2025
Q4 		$3.23M Sell
41,956
-1,631
-4% -$121K 0.37% 55
2025
Q3 		$2.98M Sell
43,587
-4,177
-9% -$285K 0.35% 59
2025
Q2 		$3.31M Sell
47,764
-1,860
-4% -$114K 0.42% 52
2025
Q1 		$3.06M Sell
49,624
-888
-2% -$54.7K 0.37% 53
2024
Q4 		$2.99M Sell
50,512
-2,446
-5% -$140K 0.39% 53
2024
Q3 		$2.82M Buy
+52,958
New +$2.58M 0.35% 52

Other funds holding CSCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Philip James Wealth Mangement's CSCO Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Cisco (CSCO) stake by 9.2% in Q1 2026, selling an estimated $304K and leaving 38,076 shares worth $2.95M. The position accounts for 0.34% of the portfolio, ranked #55.

Philip James Wealth Mangement first reported a position in CSCO in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.31M in Q2 2025. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Philip James Wealth Mangement held 38,076 shares of Cisco worth $2.95M as of Q1 2026.
  • Philip James Wealth Mangement sold 3,880 Cisco shares in Q1 2026, an estimated $304K.
  • Cisco made up 0.34% of Philip James Wealth Mangement's portfolio in Q1 2026, its #55 holding.
  • Philip James Wealth Mangement first reported a position in Cisco in Q3 2024 and has held it in 7 quarters since.
  • Philip James Wealth Mangement's Cisco position peaked at $3.31M in Q2 2025.
  • 3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.