Strategic Planning Group’s Cisco CSCO Stock Holding History

Strategic Planning Group’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	–	Sell	-167,968	Closed	-$12.9M	–	78
2025 Q4	$12.9M	Buy	167,968 +7,271	+5%	+$540K	1.67%	19
2025 Q3	$11M	Buy	160,697 +40,813	+34%	+$2.78M	1.49%	21
2025 Q2	$8.32M	Buy	119,884 +5,919	+5%	+$364K	1.35%	22
2025 Q1	$7.03M	Sell	113,965 -13,577	-11%	-$836K	1.38%	23
2024 Q4	$7.55M	Buy	127,542 +2,540	+2%	+$145K	1.39%	21
2024 Q3	$6.65M	Buy	125,002 +5,294	+4%	+$257K	1.31%	24
2024 Q2	$5.69M	Buy	119,708 +42,610	+55%	+$2.02M	1.24%	23
2024 Q1	$3.85M	Buy	77,098 +14,669	+23%	+$732K	0.96%	26
2023 Q4	$3.15M	Buy	+62,429	New	+$3.19M	1.05%	27

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

Strategic Planning Group's CSCO Position: Q1 2026 in Review

Strategic Planning Group sold out of Cisco (CSCO) in Q1 2026, closing a stake of 167,968 shares — an estimated $12.9M sold.

Strategic Planning Group first reported a position in CSCO in Q4 2023 and held it in 9 quarters. The position peaked at $12.9M in Q4 2025. 3,716 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

Strategic Planning Group reported no remaining Cisco position as of Q1 2026 after selling out during the quarter.
Strategic Planning Group sold 167,968 Cisco shares in Q1 2026, an estimated $12.9M.
Strategic Planning Group first reported a position in Cisco in Q4 2023 and held it in 9 quarters.
Strategic Planning Group's Cisco position peaked at $12.9M in Q4 2025.
3,716 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Strategic Planning Group's 13F filing for Q1 2026, filed 22 Apr 2026.