Smith Salley Wealth 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 | $15.9M | Buy |
135,028
+58,863
| +77% | +$6.16M | 0.69% | 45 |
|
|
2026
Q1 | $5.91M | Buy |
76,165
+2,865
| +4% | +$224K | 0.3% | 68 |
|
|
2025
Q4 | $5.65M | Buy |
73,300
+1,839
| +3% | +$136K | 0.28% | 67 |
|
|
2025
Q3 | $4.89M | Buy |
71,461
+2,012
| +3% | +$137K | 0.25% | 66 |
|
|
2025
Q2 | $4.82M | Buy |
69,449
+1,207
| +2% | +$74.2K | 0.28% | 64 |
|
|
2025
Q1 | $4.21M | Buy |
68,242
+2,252
| +3% | +$139K | 0.28% | 63 |
|
|
2024
Q4 | $3.91M | Sell |
65,990
-2,768
| -4% | -$158K | 0.25% | 67 |
|
|
2024
Q3 | $3.66M | Buy |
68,758
+580
| +0.9% | +$28.2K | 0.24% | 73 |
|
|
2024
Q2 | $3.24M | Sell |
68,178
-40
| -0.1% | -$1.9K | 0.23% | 75 |
|
|
2024
Q1 | $3.4M | Sell |
68,218
-73,882
| -52% | -$3.69M | 0.26% | 70 |
|
|
2023
Q4 | $7.18M | Sell |
142,100
-8,457
| -6% | -$432K | 0.46% | 54 |
|
|
2023
Q3 | $8.09M | Sell |
150,557
-683
| -0.5% | -$36.9K | 0.6% | 48 |
|
|
2023
Q2 | $7.83M | Sell |
151,240
-3,097
| -2% | -$152K | 0.58% | 50 |
|
|
2023
Q1 | $8.07M | Sell |
154,337
-1,869
| -1% | -$91.3K | 0.64% | 46 |
|
|
2022
Q4 | $7.44M | Sell |
156,206
-252,563
| -62% | -$11.5M | 0.64% | 50 |
|
|
2022
Q3 | $16.4M | Buy |
408,769
+3,234
| +0.8% | +$143K | 1.52% | 19 |
|
|
2022
Q2 | $17.3M | Buy |
405,535
+15,714
| +4% | +$752K | 1.5% | 19 |
|
|
2022
Q1 | $21.7M | Buy |
389,821
+3,618
| +0.9% | +$205K | 1.64% | 15 |
|
|
2021
Q4 | $24.5M | Sell |
386,203
-79,768
| -17% | -$4.56M | 1.73% | 13 |
|
|
2021
Q3 | $25.4M | Buy |
465,971
+5,246
| +1% | +$294K | 2% | 9 |
|
|
2021
Q2 | $24.4M | Buy |
460,725
+14,089
| +3% | +$741K | 1.98% | 12 |
|
|
2021
Q1 | $23.1M | Buy |
446,636
+21,062
| +5% | +$989K | 2.07% | 11 |
|
|
2020
Q4 | $19M | Buy |
425,574
+9,397
| +2% | +$386K | 1.93% | 12 |
|
|
2020
Q3 | $16.4M | Buy |
416,177
+4,994
| +1% | +$218K | 1.98% | 12 |
|
|
2020
Q2 | $19.2M | Buy |
411,183
+78,865
| +24% | +$3.46M | 2.56% | 6 |
|
|
2020
Q1 | $13.1M | Sell |
332,318
-84
| -0% | -$3.69K | 2.17% | 11 |
|
|
2019
Q4 | $15.9M | Sell |
332,402
-4,613
| -1% | -$214K | 2.1% | 10 |
|
|
2019
Q3 | $16.7M | Buy |
337,015
+12,917
| +4% | +$671K | 2.37% | 7 |
|
|
2019
Q2 | $17.7M | Sell |
324,098
-23,783
| -7% | -$1.31M | 2.67% | 5 |
|
|
2019
Q1 | $18.8M | Buy |
347,881
+5,316
| +2% | +$258K | 3.02% | 3 |
|
|
2018
Q4 | $14.8M | Buy |
342,565
+1,317
| +0.4% | +$60.3K | 2.73% | 6 |
|
|
2018
Q3 | $16.6M | Sell |
341,248
-1,223
| -0.4% | -$55K | 2.62% | 5 |
|
|
2018
Q2 | $14.7M | Buy |
342,471
+8,972
| +3% | +$392K | 2.52% | 5 |
|
|
2018
Q1 | $14.3M | Buy |
333,499
+7,131
| +2% | +$302K | 2.56% | 5 |
|
|
2017
Q4 | $12.5M | Buy |
326,368
+4,849
| +2% | +$173K | 2.24% | 7 |
|
|
2017
Q3 | $10.8M | Buy |
321,519
+4,577
| +1% | +$146K | 2.07% | 6 |
|
|
2017
Q2 | $9.92M | Buy |
316,942
+4,985
| +2% | +$162K | 1.99% | 7 |
|
|
2017
Q1 | $10.5M | Buy |
311,957
+22,344
| +8% | +$725K | 2.16% | 5 |
|
|
2016
Q4 | $8.75M | Buy |
289,613
+5,112
| +2% | +$156K | 1.82% | 14 |
|
|
2016
Q3 | $9.02M | Buy |
284,501
+8,028
| +3% | +$247K | 2% | 10 |
|
|
2016
Q2 | $7.93M | Buy |
276,473
+13,083
| +5% | +$367K | 1.85% | 14 |
|
|
2016
Q1 | $7.5M | Buy |
263,390
+4,268
| +2% | +$110K | 1.88% | 11 |
|
|
2015
Q4 | $7.04M | Buy |
259,122
+5,261
| +2% | +$145K | 1.75% | 11 |
|
|
2015
Q3 | $6.66M | Buy |
253,861
+7,819
| +3% | +$211K | 1.8% | 11 |
|
|
2015
Q2 | $6.75M | Buy |
246,042
+7,851
| +3% | +$225K | 1.72% | 13 |
|
|
2015
Q1 | $6.55M | Sell |
238,191
-102,936
| -30% | -$2.9M | 1.67% | 13 |
|
|
2014
Q4 | $9.49M | Buy |
341,127
+47,713
| +16% | +$1.23M | 2.46% | 3 |
|
|
2014
Q3 | $7.38M | Buy |
293,414
+43,258
| +17% | +$1.09M | 1.96% | 9 |
|
|
2014
Q2 | $6.21M | Buy |
250,156
+103,072
| +70% | +$2.46M | 1.66% | 9 |
|
|
2014
Q1 | $3.3M | Buy |
147,084
+3,116
| +2% | +$68.9K | 2.06% | 16 |
|
|
2013
Q4 | $3.23M | Buy |
143,968
+7,400
| +5% | +$164K | 2.11% | 17 |
|
|
2013
Q3 | $3.2M | Buy |
136,568
+5,925
| +5% | +$147K | 2.58% | 9 |
|
|
2013
Q2 | $3.18M | Buy |
+130,643
| New | +$2.94M | 2.56% | 7 |
|
Other funds holding CSCO
WT
AIM
Smith Salley Wealth Management's CSCO Position: Q2 2026 in Review
Smith Salley Wealth Management increased its Cisco (CSCO) stake by 77% in Q2 2026, buying an estimated $6.16M and bringing the position to 135,028 shares worth $15.9M. The position accounts for 0.69% of the portfolio, ranked #45.
Smith Salley Wealth Management first reported a position in CSCO in Q2 2013 and has held it in 53 quarters since. The position peaked at $25.4M in Q3 2021. 2,015 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.
- Smith Salley Wealth Management held 135,028 shares of Cisco worth $15.9M as of Q2 2026.
- Smith Salley Wealth Management bought 58,863 Cisco shares in Q2 2026, an estimated $6.16M.
- Cisco made up 0.69% of Smith Salley Wealth Management's portfolio in Q2 2026, its #45 holding.
- Smith Salley Wealth Management first reported a position in Cisco in Q2 2013 and has held it in 53 quarters since.
- Smith Salley Wealth Management's Cisco position peaked at $25.4M in Q3 2021.
- 2,015 funds tracked by Wall St. Rank held Cisco as of Q2 2026.
Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.