Picton Mahoney Asset Management’s Cisco CSCO Stock Holding History

Picton Mahoney Asset 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	$437K	Buy	3,720 +3,697	+16,074%	+$387K	﹤0.01%	819
2026 Q1	$1.78K	Hold	23	–	–	﹤0.01%	1039
2025 Q4	$1.77K	Hold	23	–	–	﹤0.01%	985
2025 Q3	$2K	Sell	23 -20,082	-100%	-$1.37M	﹤0.01%	807
2025 Q2	$1.4M	Buy	20,105 +1,664	+9%	+$102K	0.01%	369
2025 Q1	$1.14M	Buy	18,441 +18,418	+80,078%	+$1.13M	0.02%	306
2024 Q4	$1K	Hold	23	–	–	﹤0.01%	652
2024 Q3	$1K	Buy	+23	New	+$1.12K	﹤0.01%	644
2023 Q2	–	Sell	-127,825	Closed	-$6.68M	–	450
2023 Q1	$6.68M	Buy	+127,825	New	+$6.24M	0.3%	114
2022 Q2	–	Sell	-48,700	Closed	-$2.72M	–	869
2022 Q1	$2.72M	Buy	+48,700	New	+$2.76M	0.1%	299
2018 Q2	–	Sell	-309,500	Closed	-$13.3M	–	197
2018 Q1	$13.3M	Buy	+309,500	New	+$13.1M	0.96%	38
2017 Q2	–	Sell	-244,200	Closed	-$8.26M	–	197
2017 Q1	$8.26M	Buy	244,200 +205,600	+533%	+$6.67M	0.55%	67
2016 Q4	$1.17M	Sell	38,600 -119,400	-76%	-$3.64M	0.1%	134
2016 Q3	$5.01M	Sell	158,000 -100,800	-39%	-$3.1M	0.34%	96
2016 Q2	$7.42M	Buy	258,800 +237,000	+1,087%	+$6.65M	0.46%	75
2016 Q1	$622K	Buy	+21,800	New	+$561K	0.04%	195
2015 Q4	–	Sell	-395,800	Closed	-$10.4M	–	313
2015 Q3	$10.4M	Sell	395,800 -912,800	-70%	-$24.6M	0.6%	64
2015 Q2	$35.9M	Sell	1,308,600 -433,050	-25%	-$12.4M	1.77%	6
2015 Q1	$47.9M	Buy	1,741,650 +1,409,650	+425%	+$39.7M	1.83%	4
2014 Q4	$9.23M	Buy	+332,000	New	+$8.57M	0.44%	82
2014 Q1	–	Sell	-10,000	Closed	-$224K	–	338
2013 Q4	$224K	Sell	10,000 -1,374,600	-99%	-$30.4M	0.01%	254
2013 Q3	$32.4M	Buy	1,384,600 +874,300	+171%	+$21.7M	2.14%	5
2013 Q2	$12.4M	Buy	+510,300	New	+$11.5M	0.92%	35

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

Picton Mahoney Asset Management's CSCO Position: Q2 2026 in Review

Picton Mahoney Asset Management increased its Cisco (CSCO) stake by 16,074% in Q2 2026, buying an estimated $387K and bringing the position to 3,720 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Picton Mahoney Asset Management first reported a position in CSCO in Q2 2013 and has held it in 23 quarters since. The position peaked at $47.9M in Q1 2015. 4,066 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

Picton Mahoney Asset Management held 3,720 shares of Cisco worth $437K as of Q2 2026.
Picton Mahoney Asset Management bought 3,697 Cisco shares in Q2 2026, an estimated $387K.
Cisco made up ﹤0.01% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #819 holding.
Picton Mahoney Asset Management first reported a position in Cisco in Q2 2013 and has held it in 23 quarters since.
Picton Mahoney Asset Management's Cisco position peaked at $47.9M in Q1 2015.
4,066 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.