PWMG
CSCO icon

Private Wealth Management Group’s Cisco CSCO Stock Holding History

Private Wealth Management Group’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 		$122K Buy
1,567
+370
+31% +$29K 0.03% 121
2025
Q4 		$92.2K Sell
1,197
-1,003
-46% -$74.4K 0.02% 133
2025
Q3 		$151K Sell
2,200
-16
-0.7% -$1.09K 0.04% 101
2025
Q2 		$154K Sell
2,216
-5
-0.2% -$307 0.05% 96
2025
Q1 		$137K Sell
2,221
-92
-4% -$5.66K 0.05% 96
2024
Q4 		$137K Buy
2,313
+128
+6% +$7.31K 0.05% 96
2024
Q3 		$116K Buy
2,185
+13
+0.6% +$632 0.05% 98
2024
Q2 		$103K Sell
2,172
-584
-21% -$27.7K 0.04% 104
2024
Q1 		$138K Sell
2,756
-226
-8% -$11.3K 0.06% 81
2023
Q4 		$151K Buy
+2,982
New +$152K 0.07% 77

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

Private Wealth Management Group's CSCO Position: Q1 2026 in Review

Private Wealth Management Group increased its Cisco (CSCO) stake by 31% in Q1 2026, buying an estimated $29K and bringing the position to 1,567 shares worth $122K. The position accounts for 0.03% of the portfolio, ranked #121.

Private Wealth Management Group first reported a position in CSCO in Q4 2023 and has held it in 10 quarters since. The position peaked at $154K in Q2 2025. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Private Wealth Management Group held 1,567 shares of Cisco worth $122K as of Q1 2026.
  • Private Wealth Management Group bought 370 Cisco shares in Q1 2026, an estimated $29K.
  • Cisco made up 0.03% of Private Wealth Management Group's portfolio in Q1 2026, its #121 holding.
  • Private Wealth Management Group first reported a position in Cisco in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's Cisco position peaked at $154K in Q2 2025.
  • 3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.