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SFMG Wealth Advisors’s Cisco CSCO Stock Holding History

SFMG Wealth 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 		$1.68M Buy
21,643
+498
+2% +$39K 0.11% 80
2025
Q4 		$1.63M Sell
21,145
-2,075
-9% -$154K 0.11% 82
2025
Q3 		$1.59M Sell
23,220
-639
-3% -$43.6K 0.11% 85
2025
Q2 		$1.66M Sell
23,859
-68,402
-74% -$4.2M 0.12% 80
2025
Q1 		$5.69M Buy
92,261
+2,722
+3% +$168K 0.45% 33
2024
Q4 		$5.3M Sell
89,539
-1,994
-2% -$114K 0.42% 37
2024
Q3 		$4.87M Sell
91,533
-20,252
-18% -$985K 0.39% 34
2024
Q2 		$5.31M Buy
111,785
+1,756
+2% +$83.4K 0.46% 31
2024
Q1 		$5.49M Sell
110,029
-186
-0.2% -$9.28K 0.47% 29
2023
Q4 		$5.57M Buy
110,215
+19,545
+22% +$999K 0.52% 25
2023
Q3 		$4.87M Buy
90,670
+2,671
+3% +$144K 0.5% 26
2023
Q2 		$4.55M Buy
87,999
+2,847
+3% +$140K 0.47% 28
2023
Q1 		$4.45M Sell
85,152
-518
-0.6% -$25.3K 0.48% 28
2022
Q4 		$4.08M Sell
85,670
-4,322
-5% -$197K 0.45% 30
2022
Q3 		$3.53M Buy
89,992
+4,161
+5% +$185K 0.41% 32
2022
Q2 		$3.66M Buy
85,831
+6,040
+8% +$289K 0.42% 33
2022
Q1 		$4.45M Buy
79,791
+7,670
+11% +$434K 0.44% 33
2021
Q4 		$4.57M Buy
72,121
+8,229
+13% +$470K 0.44% 31
2021
Q3 		$3.48M Buy
63,892
+16,515
+35% +$927K 0.39% 36
2021
Q2 		$2.51M Buy
47,377
+3,565
+8% +$188K 0.28% 44
2021
Q1 		$2.27M Buy
43,812
+21,847
+99% +$1.03M 0.26% 50
2020
Q4 		$983K Buy
21,965
+431
+2% +$17.7K 0.12% 82
2020
Q3 		$848K Sell
21,534
-588
-3% -$25.6K 0.12% 75
2020
Q2 		$1.03M Buy
22,122
+6,416
+41% +$281K 0.15% 56
2020
Q1 		$617K Buy
15,706
+2,369
+18% +$104K 0.09% 62
2019
Q4 		$640K Buy
13,337
+448
+3% +$20.8K 0.08% 88
2019
Q3 		$637K Buy
12,889
+3,373
+35% +$175K 0.09% 75
2019
Q2 		$538K Buy
9,516
+31
+0.3% +$1.71K 0.07% 84
2019
Q1 		$512K Buy
9,485
+1,751
+23% +$85.1K 0.07% 78
2018
Q4 		$335K Sell
7,734
-2,221
-22% -$102K 0.05% 100
2018
Q3 		$453K Buy
9,955
+1,831
+23% +$82.4K 0.07% 76
2018
Q2 		$350K Sell
8,124
-268
-3% -$11.7K 0.06% 96
2018
Q1 		$360K Buy
8,392
+699
+9% +$29.6K 0.06% 94
2017
Q4 		$295K Buy
7,693
+227
+3% +$8.11K 0.05% 107
2017
Q3 		$251K Buy
7,466
+39
+0.5% +$1.24K 0.05% 109
2017
Q2 		$232K Buy
7,427
+451
+6% +$14.7K 0.05% 108
2017
Q1 		$236K Buy
6,976
+178
+3% +$5.77K 0.05% 106
2016
Q4 		$205K Buy
6,798
+26
+0.4% +$793 0.04% 111
2016
Q3 		$215K Buy
+6,772
New +$208K 0.05% 104
2015
Q2 		– Sell
-17,722
Closed -$488K – 128
2015
Q1 		$488K Buy
+17,722
New +$499K 0.04% 104

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

SFMG Wealth Advisors's CSCO Position: Q1 2026 in Review

SFMG Wealth Advisors increased its Cisco (CSCO) stake by 2.4% in Q1 2026, buying an estimated $39K and bringing the position to 21,643 shares worth $1.68M. The position accounts for 0.11% of the portfolio, ranked #80.

SFMG Wealth Advisors first reported a position in CSCO in Q1 2015 and has held it in 40 quarters since. The position peaked at $5.69M in Q1 2025. 3,719 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • SFMG Wealth Advisors held 21,643 shares of Cisco worth $1.68M as of Q1 2026.
  • SFMG Wealth Advisors bought 498 Cisco shares in Q1 2026, an estimated $39K.
  • Cisco made up 0.11% of SFMG Wealth Advisors's portfolio in Q1 2026, its #80 holding.
  • SFMG Wealth Advisors first reported a position in Cisco in Q1 2015 and has held it in 40 quarters since.
  • SFMG Wealth Advisors's Cisco position peaked at $5.69M in Q1 2025.
  • 3,719 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.