BXM Wealth LLC CSCO — CISCO SYS INC

Ownership history in BXM Wealth LLC  ·  6 quarters on record

AI Ownership Summary

BXM Wealth LLC reported CISCO SYS INC (CSCO) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.97% in 2025 Q3. The latest visible filing shows CSCO at 0.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CSCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BXM Wealth LLC's position in CISCO SYS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CSCO was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CSCO stock page BXM Wealth LLC fund profile BXM Wealth LLC full holdings
How BXM Wealth LLC held CSCO — position size vs. price
% of Fund (quarterly)    CSCO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 11,076 -20,096 -64.5% 0.66% $859K 2026-04-23 $88.59
2025 Q4 ADDED — — — 31,172 +16,268 +109.2% 0.65% $841K 2026-01-20 $72.95
2025 Q3 ADDED — — — 14,904 +5,141 +52.7% 0.97% $1.0M 2025-10-28 $71.84
2025 Q2 UNCHANGED — — — 9,763 — 0% 0.80% $677K 2025-07-29 $66.83
2025 Q1 ADDED — — — 9,763 +959 +10.9% 0.72% $601K 2025-04-30 $56.43
2024 Q4 INITIATED — — — 8,804 — — 0.73% $521K 2025-01-30 $58.72

🏢 Other funds also holding CSCO

As of 2026 Q1 — sorted by position size

Nexus Investment Management ULC 3Y 7Y 6.83% CFC Planning Co LLC 6.1% WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 3Y 7Y 5.75% Two Point Capital Management, Inc. 3Y 4.66% Sara-Bay Financial 3Y 4.51% Orca Wealth Management, LLC 4.4% Axecap Investments, LLC 4.34% Randolph Co Inc 3Y 7Y 3.88% Guinness Asset Management LTD 3Y 7Y 3.83% Crescent Sterling, Ltd. 3Y 3.51%

FAQ About BXM Wealth LLC and CSCO

These are the practical questions this page is built to answer before you even open the full history table.

How long has BXM Wealth LLC reported owning CSCO?

BXM Wealth LLC reported CSCO across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported CSCO position in BXM Wealth LLC's portfolio?

The largest reported portfolio weight for CSCO was 0.97% in 2025 Q3.

What is the latest reported CSCO position on this page?

The most recent filing on this page is 2026 Q1, when BXM Wealth LLC reported 11,076 shares, equal to 0.66% of portfolio, with an estimated market value of $859K.

What does the chart on this CSCO ownership page compare?

The chart compares BXM Wealth LLC's quarterly CSCO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BXM Wealth LLC time their CSCO position?

Based on 13F filing dates vs. subsequent CSCO price moves, BXM Wealth LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on CSCO relative to SPY over the holding period was +24.0%.

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