WMG Financial Advisors’s Cisco CSCO Stock Holding History

WMG Financial Advisors’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	$218K	Buy	+1,855	New	+$194K	0.08%	92
2025 Q4	–	Sell	-2,972	Closed	-$203K	–	122
2025 Q3	$203K	Buy	+2,972	New	+$203K	0.07%	200
2024 Q2	–	Sell	-5,157	Closed	-$257K	–	159
2024 Q1	$257K	Sell	5,157 -496	-9%	-$24.7K	0.15%	110
2023 Q4	$286K	Buy	+5,653	New	+$289K	0.19%	83
2023 Q1	–	Sell	-5,602	Closed	-$267K	–	124
2022 Q4	$267K	Sell	5,602 -133	-2%	-$6.05K	0.23%	92
2022 Q3	$228K	Sell	5,735 -150	-3%	-$6.66K	0.21%	116
2022 Q2	$251K	Buy	5,885 +5	+0.1%	+$239	0.22%	108
2022 Q1	$327K	Sell	5,880 -470	-7%	-$26.6K	0.24%	102
2021 Q4	$402K	Buy	+6,350	New	+$363K	0.31%	85

Other funds holding CSCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WMG Financial Advisors's CSCO Position: Q2 2026 in Review

WMG Financial Advisors opened a new position in Cisco (CSCO) in Q2 2026: 1,855 shares worth $218K. The stake represents 0.08% of the portfolio and ranks #92 among its holdings. This is a return to the name: WMG Financial Advisors previously reported a position in CSCO as recently as Q3 2025.

WMG Financial Advisors first reported a position in CSCO in Q4 2021 and has held it in 9 quarters since. The position peaked at $402K in Q4 2021. 4,066 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

WMG Financial Advisors held 1,855 shares of Cisco worth $218K as of Q2 2026.
Cisco was a new WMG Financial Advisors position in Q2 2026.
Cisco made up 0.08% of WMG Financial Advisors's portfolio in Q2 2026, its #92 holding.
WMG Financial Advisors first reported a position in Cisco in Q4 2021 and has held it in 9 quarters since.
WMG Financial Advisors's Cisco position peaked at $402K in Q4 2021.
4,066 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.