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Williams Jones Wealth Management’s Cisco CSCO Stock Holding History

Williams Jones 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 		$17.7M Buy
150,911
+4,353
+3% +$455K 0.2% 75
2026
Q1 		$11.4M Sell
146,558
-9,109
-6% -$713K 0.14% 91
2025
Q4 		$12M Buy
155,667
+4,186
+3% +$311K 0.14% 89
2025
Q3 		$10.4M Sell
151,481
-1,231
-0.8% -$83.9K 0.12% 98
2025
Q2 		$10.6M Sell
152,712
-26,442
-15% -$1.62M 0.13% 97
2025
Q1 		$11.1M Buy
179,154
+16,728
+10% +$1.03M 0.14% 94
2024
Q4 		$9.62M Sell
162,426
-3,700
-2% -$211K 0.12% 103
2024
Q3 		$8.84M Sell
166,126
-9,404
-5% -$457K 0.1% 114
2024
Q2 		$8.34M Sell
175,530
-38,229
-18% -$1.82M 0.1% 112
2024
Q1 		$10.7M Sell
213,759
-22,597
-10% -$1.13M 0.14% 100
2023
Q4 		$11.9M Sell
236,356
-9,237
-4% -$472K 0.17% 89
2023
Q3 		$13.2M Sell
245,593
-17,363
-7% -$937K 0.2% 82
2023
Q2 		$13.6M Sell
262,956
-109,404
-29% -$5.38M 0.2% 81
2023
Q1 		$19.5M Sell
372,360
-2,980
-0.8% -$146K 0.3% 65
2022
Q4 		$17.9M Sell
375,340
-6,591
-2% -$300K 0.3% 66
2022
Q3 		$15.3M Sell
381,931
-4,053
-1% -$180K 0.27% 73
2022
Q2 		$16.5M Buy
385,984
+3,981
+1% +$191K 0.27% 73
2022
Q1 		$21.3M Sell
382,003
-2,932
-0.8% -$166K 0.3% 64
2021
Q4 		$24.4M Buy
384,935
+786
+0.2% +$44.9K 0.3% 62
2021
Q3 		$20.9M Sell
384,149
-1,075
-0.3% -$60.3K 0.29% 67
2021
Q2 		$20.4M Sell
385,224
-49,885
-11% -$2.62M 0.29% 67
2021
Q1 		$22.5M Sell
435,109
-596
-0.1% -$28K 0.35% 59
2020
Q4 		$19.5M Sell
435,705
-43,777
-9% -$1.8M 0.32% 63
2020
Q3 		$18.9M Sell
479,482
-6,579
-1% -$287K 0.35% 60
2020
Q2 		$22.7M Buy
486,061
+9,280
+2% +$407K 0.46% 51
2020
Q1 		$18.7M Sell
476,781
-222,382
-32% -$9.76M 0.49% 49
2019
Q4 		$33.5M Buy
699,163
+24,023
+4% +$1.12M 0.64% 45
2019
Q3 		$33.4M Buy
+675,140
New +$35.1M 0.68% 47

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

Williams Jones Wealth Management's CSCO Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Cisco (CSCO) stake by 3% in Q2 2026, buying an estimated $455K and bringing the position to 150,911 shares worth $17.7M. The position accounts for 0.2% of the portfolio, ranked #75.

Williams Jones Wealth Management first reported a position in CSCO in Q3 2019 and has held it in 28 quarters since. The position peaked at $33.5M in Q4 2019. 4,087 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Williams Jones Wealth Management held 150,911 shares of Cisco worth $17.7M as of Q2 2026.
  • Williams Jones Wealth Management bought 4,353 Cisco shares in Q2 2026, an estimated $455K.
  • Cisco made up 0.2% of Williams Jones Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Williams Jones Wealth Management first reported a position in Cisco in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's Cisco position peaked at $33.5M in Q4 2019.
  • 4,087 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.