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PYA Waltman Capital’s Cisco CSCO Stock Holding History

PYA Waltman Capital’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 		– Sell
-20,603
Closed -$1.6M – 70
2026
Q1 		$1.6M Sell
20,603
-95
-0.5% -$7.44K 0.44% 41
2025
Q4 		$1.59M Sell
20,698
-532
-3% -$39.5K 0.43% 39
2025
Q3 		$1.45M Buy
21,230
+428
+2% +$29.2K 0.39% 43
2025
Q2 		$1.44M Buy
20,802
+1,628
+8% +$100K 0.42% 43
2025
Q1 		$1.18M Buy
19,174
+311
+2% +$19.1K 0.37% 44
2024
Q4 		$1.12M Buy
18,863
+346
+2% +$19.8K 0.36% 46
2024
Q3 		$985K Buy
18,517
+2,311
+14% +$112K 0.32% 52
2024
Q2 		$770K Buy
16,206
+1,253
+8% +$59.5K 0.28% 53
2024
Q1 		$746K Buy
14,953
+331
+2% +$16.5K 0.28% 53
2023
Q4 		$739K Buy
14,622
+1,872
+15% +$95.6K 0.31% 49
2023
Q3 		$685K Buy
12,750
+1,123
+10% +$60.6K 0.29% 45
2023
Q2 		$626K Buy
11,627
+3,391
+41% +$167K 0.27% 45
2023
Q1 		$431K Buy
8,236
+2,473
+43% +$121K 0.21% 47
2022
Q4 		$275K Buy
5,763
+1,031
+22% +$46.9K 0.14% 52
2022
Q3 		$189K Buy
4,732
+2,932
+163% +$130K 0.11% 55
2022
Q2 		$77K Buy
1,800
+1,031
+134% +$49.4K 0.04% 87
2022
Q1 		$43K Buy
769
+628
+445% +$35.5K 0.02% 106
2021
Q4 		$9K Buy
+141
New +$8.06K ﹤0.01% 148

Other funds holding CSCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

PYA Waltman Capital's CSCO Position: Q2 2026 in Review

PYA Waltman Capital sold out of Cisco (CSCO) in Q2 2026, closing a stake of 20,603 shares — an estimated $1.6M sold.

PYA Waltman Capital first reported a position in CSCO in Q4 2021 and held it in 18 quarters. The position peaked at $1.6M in Q1 2026. 4,062 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • PYA Waltman Capital reported no remaining Cisco position as of Q2 2026 after selling out during the quarter.
  • PYA Waltman Capital sold 20,603 Cisco shares in Q2 2026, an estimated $1.6M.
  • PYA Waltman Capital first reported a position in Cisco in Q4 2021 and held it in 18 quarters.
  • PYA Waltman Capital's Cisco position peaked at $1.6M in Q1 2026.
  • 4,062 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on PYA Waltman Capital's 13F filing for Q2 2026, filed 14 Aug 2026.