Schwarz Dygos Wheeler Investment Advisors’s Cisco CSCO Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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	$572K	Hold	7,367	–	–	0.12%	99
2025 Q4	$567K	Hold	7,367	–	–	0.12%	99
2025 Q3	$504K	Hold	7,367	–	–	0.11%	103
2025 Q2	$511K	Hold	7,367	–	–	0.12%	104
2025 Q1	$455K	Hold	7,367	–	–	0.11%	110
2024 Q4	$436K	Buy	7,367 +254	+4%	+$14.5K	0.11%	108
2024 Q3	$379K	Hold	7,113	–	–	0.09%	107
2024 Q2	$338K	Buy	7,113 +10	+0.1%	+$475	0.09%	112
2024 Q1	$355K	Hold	7,103	–	–	0.1%	111
2023 Q4	$359K	Hold	7,103	–	–	0.11%	111
2023 Q3	$382K	Hold	7,103	–	–	0.13%	101
2023 Q2	$368K	Hold	7,103	–	–	0.12%	103
2023 Q1	$371K	Sell	7,103 -262	-4%	-$12.8K	0.13%	96
2022 Q4	$351K	Hold	7,365	–	–	0.14%	93
2022 Q3	$295K	Sell	7,365 -424	-5%	-$18.8K	0.13%	91
2022 Q2	$332K	Sell	7,789 -400	-5%	-$19.1K	0.13%	93
2022 Q1	$457K	Hold	8,189	–	–	0.15%	86
2021 Q4	$519K	Buy	8,189 +965	+13%	+$55.1K	0.18%	80
2021 Q3	$393K	Sell	7,224 -1,942	-21%	-$109K	0.14%	88
2021 Q2	$486K	Hold	9,166	–	–	0.18%	83
2021 Q1	$474K	Buy	9,166 +2,135	+30%	+$100K	0.2%	74
2020 Q4	$315K	Buy	+7,031	New	+$289K	0.15%	83
2020 Q3	–	Sell	-4,386	Closed	-$201K	–	107
2020 Q2	$201K	Buy	+4,386	New	+$192K	0.13%	86

Other funds holding CSCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's CSCO Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its Cisco (CSCO) position steady in Q1 2026 at 7,367 shares worth $572K. The position accounts for 0.12% of the portfolio, ranked #99.

Schwarz Dygos Wheeler Investment Advisors first reported a position in CSCO in Q2 2020 and has held it in 23 quarters since. 3,723 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

Schwarz Dygos Wheeler Investment Advisors held 7,367 shares of Cisco worth $572K as of Q1 2026.
Schwarz Dygos Wheeler Investment Advisors left its Cisco share count unchanged in Q1 2026.
Cisco made up 0.12% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #99 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Cisco in Q2 2020 and has held it in 23 quarters since.
3,723 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.