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Walled Lake Planning & Wealth Management’s Cisco CSCO Stock Holding History

Walled Lake Planning & Wealth Management’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
Q2 		$4.38M Sell
37,321
-336
-0.9% -$35.1K 1.11% 22
2026
Q1 		$2.92M Sell
37,657
-40,351
-52% -$3.16M 0.86% 28
2025
Q4 		$6.01M Sell
78,008
-94
-0.1% -$6.97K 1.9% 14
2025
Q3 		$5.34M Sell
78,102
-1,583
-2% -$108K 1.75% 16
2025
Q2 		$5.53M Sell
79,685
-42,315
-35% -$2.6M 1.8% 16
2025
Q1 		$7.53M Sell
122,000
-2,552
-2% -$157K 2.67% 8
2024
Q4 		$7.37M Buy
124,552
+1,099
+0.9% +$62.8K 2.74% 11
2024
Q3 		$6.57M Buy
123,453
+1,460
+1% +$71K 2.47% 14
2024
Q2 		$5.8M Sell
121,993
-3,274
-3% -$155K 2.37% 15
2024
Q1 		$6.25M Sell
125,267
-153
-0.1% -$7.63K 2.57% 16
2023
Q4 		$6.34M Buy
125,420
+777
+0.6% +$39.7K 2.95% 15
2023
Q3 		$6.7M Buy
124,643
+1,713
+1% +$92.4K 3.36% 6
2023
Q2 		$6.36M Buy
122,930
+1,731
+1% +$85.1K 3.09% 11
2023
Q1 		$6.34M Buy
121,199
+9,051
+8% +$442K 3.32% 8
2022
Q4 		$5.34M Sell
112,148
-1,098
-1% -$50K 3.64% 10
2022
Q3 		$4.53M Buy
113,246
+3,962
+4% +$176K 3.17% 9
2022
Q2 		$4.66M Sell
109,284
-3,827
-3% -$183K 3.21% 10
2022
Q1 		$6.31M Buy
113,111
+1,490
+1% +$84.3K 3.75% 6
2021
Q4 		$7.07M Sell
111,621
-3,372
-3% -$193K 4.1% 4
2021
Q3 		$6.26M Buy
114,993
+1,078
+0.9% +$60.5K 3.86% 4
2021
Q2 		$6.04M Buy
113,915
+708
+0.6% +$37.2K 3.93% 6
2021
Q1 		$5.85M Buy
113,207
+897
+0.8% +$42.1K 4.06% 4
2020
Q4 		$5.03M Sell
112,310
-196
-0.2% -$8.05K 3.82% 6
2020
Q3 		$4.43M Buy
112,506
+222
+0.2% +$9.68K 3.59% 10
2020
Q2 		$5.24M Sell
112,284
-1,745
-2% -$76.5K 4.38% 4
2020
Q1 		$4.48M Buy
114,029
+927
+0.8% +$40.7K 4.1% 7
2019
Q4 		$5.42M Buy
+113,102
New +$5.26M 3.91% 5

Other funds holding CSCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Walled Lake Planning & Wealth Management's CSCO Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management reduced its Cisco (CSCO) stake by 0.89% in Q2 2026, selling an estimated $35.1K and leaving 37,321 shares worth $4.38M. The position accounts for 1.11% of the portfolio, ranked #22.

Walled Lake Planning & Wealth Management first reported a position in CSCO in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.53M in Q1 2025. 4,057 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 37,321 shares of Cisco worth $4.38M as of Q2 2026.
  • Walled Lake Planning & Wealth Management sold 336 Cisco shares in Q2 2026, an estimated $35.1K.
  • Cisco made up 1.11% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Cisco in Q4 2019 and has held it in 27 quarters since.
  • Walled Lake Planning & Wealth Management's Cisco position peaked at $7.53M in Q1 2025.
  • 4,057 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.