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Wealth Management Associates’s Cisco CSCO Stock Holding History

Wealth Management Associates’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 		$824K Hold
10,617
– – 0.28% 74
2025
Q4 		$818K Sell
10,617
-98
-0.9% -$7.27K 0.28% 69
2025
Q3 		$733K Sell
10,715
-673
-6% -$45.9K 0.26% 72
2025
Q2 		$790K Sell
11,388
-173
-1% -$10.6K 0.31% 64
2025
Q1 		$713K Buy
11,561
+3
+0% +$185 0.31% 64
2024
Q4 		$684K Hold
11,558
– – 0.29% 69
2024
Q3 		$615K Hold
11,558
– – 0.27% 76
2024
Q2 		$549K Hold
11,558
– – 0.26% 79
2024
Q1 		$549K Sell
11,558
-1,552
-12% -$77.4K 0.26% 79
2023
Q4 		$662K Sell
13,110
-670
-5% -$34.2K 0.35% 67
2023
Q3 		$741K Buy
13,780
+857
+7% +$46.2K 0.43% 59
2023
Q2 		$669K Sell
12,923
-201
-2% -$9.89K 0.38% 60
2023
Q1 		$686K Buy
13,124
+5
+0% +$244 0.42% 59
2022
Q4 		$625K Buy
13,119
+681
+5% +$31K 0.42% 60
2022
Q3 		$498K Buy
12,438
+140
+1% +$6.21K 0.35% 76
2022
Q2 		$524K Sell
12,298
-971
-7% -$46.5K 0.36% 67
2022
Q1 		$740K Sell
13,269
-428
-3% -$24.2K 0.42% 61
2021
Q4 		$868K Buy
13,697
+297
+2% +$17K 0.47% 51
2021
Q3 		$729K Buy
13,400
+291
+2% +$16.3K 0.43% 58
2021
Q2 		$695K Buy
13,109
+1,393
+12% +$73.3K 0.39% 61
2021
Q1 		$606K Buy
11,716
+359
+3% +$16.9K 0.38% 63
2020
Q4 		$508K Sell
11,357
-964
-8% -$39.6K 0.33% 74
2020
Q3 		$485K Sell
12,321
-16
-0.1% -$697 0.38% 63
2020
Q2 		$575K Buy
12,337
+1,659
+16% +$72.8K 0.49% 53
2020
Q1 		$420K Buy
10,678
+734
+7% +$32.2K 0.42% 55
2019
Q4 		$477K Buy
9,944
+798
+9% +$37.1K 0.34% 72
2019
Q3 		$452K Buy
9,146
+5,310
+138% +$276K 0.36% 68
2019
Q2 		$210K Buy
+3,836
New +$212K 0.21% 91

Other funds holding CSCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wealth Management Associates's CSCO Position: Q1 2026 in Review

Wealth Management Associates held its Cisco (CSCO) position steady in Q1 2026 at 10,617 shares worth $824K. The position accounts for 0.28% of the portfolio, ranked #74.

Wealth Management Associates first reported a position in CSCO in Q2 2019 and has held it in 28 quarters since. The position peaked at $868K in Q4 2021. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Wealth Management Associates held 10,617 shares of Cisco worth $824K as of Q1 2026.
  • Wealth Management Associates left its Cisco share count unchanged in Q1 2026.
  • Cisco made up 0.28% of Wealth Management Associates's portfolio in Q1 2026, its #74 holding.
  • Wealth Management Associates first reported a position in Cisco in Q2 2019 and has held it in 28 quarters since.
  • Wealth Management Associates's Cisco position peaked at $868K in Q4 2021.
  • 3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.