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Livermore
Livermore
ZHEN

CM Wealth Advisors LLC

SEC CIK
0001764581
Latest filing
Aug 10, 2026

CSCO holding history

Cisco Systems, Inc. in every 13F filed by CM Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CSCO overviewAll 13F holders of CSCOFull Q2 2026 holdings

Shares (Q2 2026)
16,228
Value
$1.91M
% of portfolio
0.3%
Quarters held
17
Since Q2 2022
Holdings of CSCO by CM Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,228$1.91M0.3%−600−3.6%ReducedHolders
Q1 202616,828$1.31M0.3%+937+5.9%AddedHolders
Q4 202515,891$1.22M0.3%+3,252+25.7%AddedHolders
Q3 202512,639$864.8K0.2%−280−2.2%ReducedHolders
Q2 202512,919$896.3K0.3%−2,504−16.2%ReducedHolders
Q1 202515,423$951.8K0.3%00.0%UnchangedHolders
Q4 202415,423$913.0K0.3%00.0%UnchangedHolders
Q3 202415,423$820.8K0.3%+2,000+14.9%AddedHolders
Q2 202413,423$637.7K0.3%+1,099+8.9%AddedHolders
Q1 202412,324$582.7K0.2%−53−0.4%ReducedHolders
Q4 202312,377$625.3K0.3%00.0%UnchangedHolders
Q3 202312,377$658.1K0.3%+7,090+134.1%AddedHolders
Q2 20235,287$275.4K0.1%−7,282−57.9%ReducedHolders
Q1 202312,569$585.0K0.1%+192+1.6%AddedHolders
Q4 202212,377$589.6K0.3%00.0%UnchangedHolders
Q3 202212,377$495.1K0.3%00.0%UnchangedHolders
Q2 202212,377$527.8K0.3%–No prior filingHolders