Smallwood Wealth Investment Management’s Cisco CSCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$235K Hold
1,999
0.1% 86
2026
Q1
$155K Sell
1,999
-63
-3% -$4.93K 0.08% 89
2025
Q4
$159K Sell
2,062
-115
-5% -$8.53K 0.08% 93
2025
Q3
$149K Sell
2,177
-35
-2% -$2.39K 0.08% 99
2025
Q2
$154K Hold
2,212
0.09% 88
2025
Q1
$137K Buy
+2,212
New +$136K 0.09% 91
2024
Q3
Sell
-4,380
Closed -$208K 71
2024
Q2
$208K Buy
4,380
+225
+5% +$10.7K 0.16% 64
2024
Q1
$207K Buy
+4,155
New +$207K 0.16% 65
2022
Q1
Sell
-3,539
Closed -$224K 57
2021
Q4
$224K Buy
+3,539
New +$202K 0.21% 52

Other funds holding CSCO

Smallwood Wealth Investment Management's CSCO Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Cisco (CSCO) position steady in Q2 2026 at 1,999 shares worth $235K. The position accounts for 0.1% of the portfolio, ranked #86.

Smallwood Wealth Investment Management first reported a position in CSCO in Q4 2021 and has held it in 9 quarters since. 1,436 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Smallwood Wealth Investment Management held 1,999 shares of Cisco worth $235K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Cisco share count unchanged in Q2 2026.
  • Cisco made up 0.1% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #86 holding.
  • Smallwood Wealth Investment Management first reported a position in Cisco in Q4 2021 and has held it in 9 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.