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Castle Wealth Management LLC

SEC CIK
0001936420
Latest filing
Jul 31, 2026

CSCO holding history

Cisco Systems, Inc. in every 13F filed by Castle Wealth Management 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)
3,038
Value
$356.8K
% of portfolio
0.1%
Quarters held
13
Since Q2 2022
Holdings of CSCO by Castle Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,038$356.8K0.1%+74+2.5%AddedHolders
Q1 20262,964$230.0K0.1%−70−2.3%ReducedHolders
Q4 20253,034$233.7K0.1%00.0%UnchangedHolders
Q3 20253,034$207.6K0.1%−44−1.4%ReducedHolders
Q2 20253,078$213.6K0.1%+3,078NewHolders
Q2 20240$00.0%−25,417−100.0%Sold outHolders
Q1 202425,417$1.27M0.7%+3,244+14.6%AddedHolders
Q4 202322,173$1.12M0.7%+4,633+26.4%AddedHolders
Q3 202317,540$943.0K0.7%+4,007+29.6%AddedHolders
Q2 202313,533$700.2K0.5%+475+3.6%AddedHolders
Q1 202313,058$682.6K0.5%−875−6.3%ReducedHolders
Q4 202213,933$663.8K0.4%−1,207−8.0%ReducedHolders
Q3 202215,140$606.0K0.4%+2,778+22.5%AddedHolders
Q2 202212,362$527.0K0.3%–No prior filingHolders