PWM
CSCO icon

Pines Wealth Management’s Cisco CSCO Stock Holding History

Pines 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 		$1.35M Buy
17,363
+92
+0.5% +$7.2K 0.44% 59
2025
Q4 		$1.33M Hold
17,271
– – 0.43% 57
2025
Q3 		$1.18M Sell
17,271
-389
-2% -$26.5K 0.4% 64
2025
Q2 		$1.23M Sell
17,660
-128
-0.7% -$7.87K 0.43% 55
2025
Q1 		$946K Buy
17,788
+889
+5% +$54.7K 0.44% 60
2024
Q4 		$993K Buy
+16,899
New +$965K 0.43% 57

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

Pines Wealth Management's CSCO Position: Q1 2026 in Review

Pines Wealth Management increased its Cisco (CSCO) stake by 0.53% in Q1 2026, buying an estimated $7.2K and bringing the position to 17,363 shares worth $1.35M. The position accounts for 0.44% of the portfolio, ranked #59.

Pines Wealth Management first reported a position in CSCO in Q4 2024 and has held it in 6 quarters since. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Pines Wealth Management held 17,363 shares of Cisco worth $1.35M as of Q1 2026.
  • Pines Wealth Management bought 92 Cisco shares in Q1 2026, an estimated $7.2K.
  • Cisco made up 0.44% of Pines Wealth Management's portfolio in Q1 2026, its #59 holding.
  • Pines Wealth Management first reported a position in Cisco in Q4 2024 and has held it in 6 quarters since.
  • 3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.