Summit Wealth & Retirement Planning’s Cisco CSCO Stock Holding History

Summit Wealth & Retirement Planning’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	$421K	Buy	5,429 +480	+10%	+$37.6K	0.1%	69
2025 Q4	$381K	Hold	4,949	–	–	0.09%	71
2025 Q3	$339K	Hold	4,949	–	–	0.08%	73
2025 Q2	$343K	Hold	4,949	–	–	0.09%	70
2025 Q1	$305K	Buy	4,949 +2	+0%	+$123	0.09%	59
2024 Q4	$293K	Buy	4,947 +2	+0%	+$114	0.09%	58
2024 Q3	$263K	Buy	4,945 +2	+0%	+$97	0.08%	55
2024 Q2	$235K	Buy	4,943 +2	+0%	+$95	0.08%	59
2024 Q1	$247K	Buy	+4,941	New	+$247K	0.09%	56
2019 Q3	–	Sell	-4,415	Closed	-$242K	–	121
2019 Q2	$242K	Hold	4,415	–	–	0.14%	120
2019 Q1	$238K	Buy	+4,415	New	+$215K	0.14%	121

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

Summit Wealth & Retirement Planning's CSCO Position: Q1 2026 in Review

Summit Wealth & Retirement Planning increased its Cisco (CSCO) stake by 9.7% in Q1 2026, buying an estimated $37.6K and bringing the position to 5,429 shares worth $421K. The position accounts for 0.1% of the portfolio, ranked #69.

Summit Wealth & Retirement Planning first reported a position in CSCO in Q1 2019 and has held it in 11 quarters since. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

Summit Wealth & Retirement Planning held 5,429 shares of Cisco worth $421K as of Q1 2026.
Summit Wealth & Retirement Planning bought 480 Cisco shares in Q1 2026, an estimated $37.6K.
Cisco made up 0.1% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #69 holding.
Summit Wealth & Retirement Planning first reported a position in Cisco in Q1 2019 and has held it in 11 quarters since.
3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.