Sitrin Capital Management’s Cisco CSCO Stock Holding History

Sitrin Capital 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	$435K	Hold	5,603	–	–	0.22%	37
2025 Q4	$432K	Hold	5,603	–	–	0.2%	35
2025 Q3	$383K	Hold	5,603	–	–	0.18%	35
2025 Q2	$389K	Sell	5,603 -299	-5%	-$18.4K	0.2%	35
2025 Q1	$364K	Hold	5,902	–	–	0.2%	35
2024 Q4	$349K	Sell	5,902 -75	-1%	-$4.28K	0.18%	37
2024 Q3	$318K	Buy	5,977 +75	+1%	+$3.65K	0.16%	38
2024 Q2	$280K	Hold	5,902	–	–	0.15%	37
2024 Q1	$295K	Hold	5,902	–	–	0.16%	39
2023 Q4	$298K	Sell	5,902 -79,403	-93%	-$4.06M	0.17%	37
2023 Q3	$4.59M	Buy	+85,305	New	+$4.6M	2.86%	22
2020 Q1	–	Sell	-133,010	Closed	-$6.38M	–	38
2019 Q4	$6.38M	Sell	133,010 -1,627	-1%	-$75.6K	3.26%	19
2019 Q3	$6.65M	Sell	134,637 -703	-0.5%	-$36.5K	3.63%	12
2019 Q2	$7.41M	Sell	135,340 -1,285	-0.9%	-$71K	3.95%	4
2019 Q1	$7.38M	Buy	136,625 +1,497	+1%	+$72.7K	3.96%	6
2018 Q4	$5.86M	Buy	135,128 +474	+0.4%	+$21.7K	3.57%	13
2018 Q3	$6.55M	Buy	134,654 +2,452	+2%	+$110K	3.52%	12
2018 Q2	$5.69M	Buy	+132,202	New	+$5.78M	3.23%	17

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

Sitrin Capital Management's CSCO Position: Q1 2026 in Review

Sitrin Capital Management held its Cisco (CSCO) position steady in Q1 2026 at 5,603 shares worth $435K. The position accounts for 0.22% of the portfolio, ranked #37.

Sitrin Capital Management first reported a position in CSCO in Q2 2018 and has held it in 18 quarters since. The position peaked at $7.41M in Q2 2019. 3,719 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

Sitrin Capital Management held 5,603 shares of Cisco worth $435K as of Q1 2026.
Sitrin Capital Management left its Cisco share count unchanged in Q1 2026.
Cisco made up 0.22% of Sitrin Capital Management's portfolio in Q1 2026, its #37 holding.
Sitrin Capital Management first reported a position in Cisco in Q2 2018 and has held it in 18 quarters since.
Sitrin Capital Management's Cisco position peaked at $7.41M in Q2 2019.
3,719 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Sitrin Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.