How many shares of CSCO does &PARTNERS own?

As of 2026-Q2, &PARTNERS holds 1.2M shares of CSCO (CISCO SYSTEMS INC).

What is &PARTNERS's CSCO position worth?

As of 2026-Q2, &PARTNERS's CSCO position is worth $139.2M.

In 2026-Q2, &PARTNERS increased their CSCO position (+7.6% change in shares).

Based on available 13F filings, &PARTNERS first reported a position in CSCO in 2019-Q1. They have held the position across 29 quarters.

Position history for &PARTNERS's holdings in CISCO SYSTEMS INC

Current Value

$139.2M

Current Shares

1.2M

Total Value Change

+$138.3M

Total Shares Change

+1.2M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.2M	+7.6%	$139.2M	0.6%	$117.02	46
2026-Q1	Increased	1.1M	+2.5%	$85.5M	0.4%	$76.88	37
2025-Q4	Increased	1.1M	+11.9%	$82.7M	0.4%	$75.92	40
2025-Q3	Increased	959,847	+10.5%	$65.6M	0.4%	$67.03	39
2025-Q2	Increased	868,559	+21.9%	$60.2M	0.5%	$67.57	42
2025-Q1	Decreased	712,826	-7.4%	$43.4M	0.5%	$59.70	0
2024-Q4	Increased	769,528	+70.7%	$45.1M	0.5%	$56.88	61
2024-Q3	Increased	450,748	+113.4%	$24M	0.5%	$50.75	55
2024-Q2	Increased	211,190	+226.5%	$10M	0.4%	$44.92	53
2024-Q1	Increased	64,687	+54.5%	$3.2M	0.4%	$46.81	45
2023-Q4	Increased	41,863	+413.4%	$2.1M	0.5%	$47.01	59
2023-Q3	Unchanged	8,154	0.0%	$438,359	0.2%	$49.67	0
2023-Q2	Increased	8,154	+5.7%	$421,888	0.2%	$47.44	30
2023-Q1	Decreased	7,718	-13.5%	$403,458	0.2%	$47.58	0
2022-Q4	Increased	8,918	+2.9%	$424,854	0.2%	$43.01	29
2022-Q3	Increased	8,668	+14.8%	$347,000	0.2%	$35.78	32
2022-Q2	Increased	7,551	+9.9%	$322,000	0.2%	$37.80	31
2022-Q1	Increased	6,871	+58.1%	$383,000	0.2%	$49.10	41
2021-Q4	Unchanged	4,346	0.0%	$275,000	0.2%	$55.47	0
2021-Q3	Unchanged	4,346	0.0%	$237,000	0.2%	$47.33	0
2021-Q2	Increased	4,346	+1.9%	$230,000	0.1%	$45.77	28
2021-Q1	New	4,266	-	$221,000	0.2%	$44.33	38
2020-Q3	Exited	0	-100.0%	$0	0.0%	$33.19	0
2020-Q2	Decreased	9,545	-43.8%	$445,000	0.5%	$39.00	0
2020-Q1	Increased	16,988	+6.9%	$668,000	1.0%	$32.56	41
2019-Q4	Decreased	15,888	-0.3%	$762,000	0.9%	$39.43	0
2019-Q3	Unchanged	15,938	0.0%	$788,000	1.0%	$40.32	0
2019-Q2	Decreased	15,938	-1.4%	$872,000	1.2%	$44.38	0
2019-Q1	New	16,166	-	$873,000	1.2%	$43.51	57