Position in CSCO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,770,474
+$371,216 QoQ
Shares Held
15,073
-16.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#771
of 1,784 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSCO Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $4,252,240 across 13 Communication Equipment names. CSCO ranks #1 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
This page
|
15,073 | $1,770,474 | |
| 2 | CIEN |
Ciena Corp
|
2,263 | $1,110,137 | |
| 3 | ERIC |
Ericsson Lm Telephone Co
|
61,525 | $686,003 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
476 | $197,678 | |
| 5 | HPE |
Hewlett Packard Enterprise Co
|
3,084 | $139,119 | |
| 6 | AAOI |
Applied Optoelectronics, Inc.
|
831 | $123,120 | |
| 7 | LITE |
Lumentum Holdings Inc.
|
108 | $92,670 | |
| 8 | NOK |
Nokia Corp
|
4,370 | $58,033 |
All Filings in CSCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,770,474 | 15,073 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,399,258 | 18,034 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,367,975 | 17,759 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,208,160 | 17,658 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,249,880 | 18,015 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,116,951 | 18,100 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,199,865 | 20,268 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,056,523 | 19,852 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $965,973 | 20,332 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $922,037 | 18,474 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $968,518 | 19,171 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,036,331 | 19,277 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,014,362 | 19,605 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,024,688 | 19,600 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $965,901 | 20,275 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $917,200 | 22,930 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,000,377 | 23,461 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,375,041 | 24,660 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,570,308 | 24,780 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,362,165 | 25,026 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,260,976 | 23,792 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,244,401 | 24,065 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,188,023 | 26,548 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,163,423 | 29,536 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,369,350 | 29,360 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,159,920 | 29,507 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||