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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
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 $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

Williams Jones Wealth Management's CSCO Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its Cisco (CSCO) stake by 5.9% in Q1 2026, selling an estimated $713K and leaving 146,558 shares worth $11.4M. The position accounts for 0.14% of the portfolio, ranked #91.

Williams Jones Wealth Management first reported a position in CSCO in Q3 2019 and has held it in 27 quarters since. The position peaked at $33.5M in Q4 2019. 3,719 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Williams Jones Wealth Management held 146,558 shares of Cisco worth $11.4M as of Q1 2026.
  • Williams Jones Wealth Management sold 9,109 Cisco shares in Q1 2026, an estimated $713K.
  • Cisco made up 0.14% of Williams Jones Wealth Management's portfolio in Q1 2026, its #91 holding.
  • Williams Jones Wealth Management first reported a position in Cisco in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Cisco position peaked at $33.5M in Q4 2019.
  • 3,719 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.