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Whalen Wealth Management’s Cisco CSCO Stock Holding History

Whalen 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
Q1 		$655K Sell
8,447
-711
-8% -$55.7K 0.35% 77
2025
Q4 		$705K Buy
+9,158
New +$680K 0.38% 70
2024
Q2 		– Sell
-9,231
Closed -$461K – 110
2024
Q1 		$461K Buy
+9,231
New +$461K 0.34% 54

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

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

Whalen Wealth Management reduced its Cisco (CSCO) stake by 7.8% in Q1 2026, selling an estimated $55.7K and leaving 8,447 shares worth $655K. The position accounts for 0.35% of the portfolio, ranked #77.

Whalen Wealth Management first reported a position in CSCO in Q1 2024 and has held it in 3 quarters since. The position peaked at $705K in Q4 2025. 3,716 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Whalen Wealth Management held 8,447 shares of Cisco worth $655K as of Q1 2026.
  • Whalen Wealth Management sold 711 Cisco shares in Q1 2026, an estimated $55.7K.
  • Cisco made up 0.35% of Whalen Wealth Management's portfolio in Q1 2026, its #77 holding.
  • Whalen Wealth Management first reported a position in Cisco in Q1 2024 and has held it in 3 quarters since.
  • Whalen Wealth Management's Cisco position peaked at $705K in Q4 2025.
  • 3,716 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.