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Phillips Financial Management’s Cisco CSCO Stock Holding History

Phillips Financial 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 		– Sell
-3,305
Closed -$255K – 289
2025
Q4 		$255K Sell
3,305
-271
-8% -$20.1K 0.02% 180
2025
Q3 		$245K Buy
3,576
+574
+19% +$39.1K 0.02% 186
2025
Q2 		$208K Buy
+3,002
New +$184K 0.02% 183

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

Phillips Financial Management's CSCO Position: Q1 2026 in Review

Phillips Financial Management sold out of Cisco (CSCO) in Q1 2026, closing a stake of 3,305 shares — an estimated $255K sold.

Phillips Financial Management first reported a position in CSCO in Q2 2025 and held it in 3 quarters. The position peaked at $255K in Q4 2025. 3,716 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Phillips Financial Management reported no remaining Cisco position as of Q1 2026 after selling out during the quarter.
  • Phillips Financial Management sold 3,305 Cisco shares in Q1 2026, an estimated $255K.
  • Phillips Financial Management first reported a position in Cisco in Q2 2025 and held it in 3 quarters.
  • Phillips Financial Management's Cisco position peaked at $255K in Q4 2025.
  • 3,716 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.