Stone Summit Wealth’s Cisco CSCO Stock Holding History

Stone Summit Wealth’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	$310K	Sell	4,000 -210	-5%	-$16.4K	0.09%	121
2025 Q4	$324K	Hold	4,210	–	–	0.09%	122
2025 Q3	$288K	Hold	4,210	–	–	0.08%	124
2025 Q2	$292K	Sell	4,210 -113	-3%	-$6.94K	0.09%	125
2025 Q1	$267K	Sell	4,323 -20	-0.5%	-$1.23K	0.09%	127
2024 Q4	$257K	Buy	4,343 +133	+3%	+$7.6K	0.09%	129
2024 Q3	$224K	Sell	4,210 -110	-3%	-$5.35K	0.07%	138
2024 Q2	$205K	Buy	4,320 +1	+0%	+$47	0.07%	136
2024 Q1	$216K	Buy	4,319 +1	+0%	+$50	0.07%	138
2023 Q4	$218K	Sell	4,318 -250	-5%	-$12.8K	0.08%	137
2023 Q3	$246K	Buy	4,568 +108	+2%	+$5.83K	0.11%	133
2023 Q2	$231K	Hold	4,460	–	–	0.1%	132
2023 Q1	$233K	Hold	4,460	–	–	0.1%	126
2022 Q4	$212K	Buy	+4,460	New	+$203K	0.1%	127
2022 Q3	–	Sell	-4,710	Closed	-$201K	–	126
2022 Q2	$201K	Buy	4,710 +463	+11%	+$22.2K	0.12%	127
2022 Q1	$237K	Sell	4,247 -79	-2%	-$4.47K	0.13%	122
2021 Q4	$274K	Buy	+4,326	New	+$247K	0.22%	99

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

Stone Summit Wealth's CSCO Position: Q1 2026 in Review

Stone Summit Wealth reduced its Cisco (CSCO) stake by 5% in Q1 2026, selling an estimated $16.4K and leaving 4,000 shares worth $310K. The position accounts for 0.09% of the portfolio, ranked #121.

Stone Summit Wealth first reported a position in CSCO in Q4 2021 and has held it in 17 quarters since. The position peaked at $324K in Q4 2025. 3,716 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

Stone Summit Wealth held 4,000 shares of Cisco worth $310K as of Q1 2026.
Stone Summit Wealth sold 210 Cisco shares in Q1 2026, an estimated $16.4K.
Cisco made up 0.09% of Stone Summit Wealth's portfolio in Q1 2026, its #121 holding.
Stone Summit Wealth first reported a position in Cisco in Q4 2021 and has held it in 17 quarters since.
Stone Summit Wealth's Cisco position peaked at $324K in Q4 2025.
3,716 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.