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Cisco Systems shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Cisco Systems (CSCO) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Cisco Systems

Tip: Access up to 7 years of quarterly data

All positions including Cisco Systems held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cisco Systems by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $280k 3.6k 77.59
2023-09-30 $393k 7.3k 53.76
2023-03-31 $121k 2.3k 52.27
2022-12-31 $449k 9.4k 47.86
2022-09-30 $441k 9.1k 48.28
2022-03-31 $367k 7.5k 49.01

More positions owned by WealthPlan Investment Management

Apple (AAPL)
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Ea Series Trust Bufferlabs Us Eq (BFLB)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Us Largecap Fund (EPS)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust State Street Spd (SPAB)
Meta Platforms Cl A (META)

View all positions for WealthPlan Investment Management

Top funds holding Cisco Systems

Vanguard Group
BlackRock
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State Street Corporation
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Geode Capital Management
Morgan Stanley
Charles Schwab Investment Management
FMR
Capital Research Global Investors
Franklin Resources
Invesco
Bank of America Corporation
Northern Trust
Bank of New York Mellon

View all funds holding Cisco Systems