HERITAGE INVESTORS MANAGEMENT CORP CSCO CISCO SYSTEMS INC COM

Ownership history in HERITAGE INVESTORS MANAGEMENT CORP  ·  108 quarters on record

AI Ownership Summary

HERITAGE INVESTORS MANAGEMENT CORP reported CISCO SYSTEMS INC COM (CSCO) in 108 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.5% in 2026 Q1. The latest visible filing shows CSCO at 1.50% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CSCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HERITAGE INVESTORS MANAGEMENT CORP's position in CISCO SYSTEMS INC COM, 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 1.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.5% in 2026 Q1

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

Time in book
Holding Window
2024 Q1 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.

How HERITAGE INVESTORS MANAGEMENT CORP 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 637,913 -3,338 -0.5% 1.50% $49K 2026-04-24 $88.68
2025 Q4 REDUCED 641,251 -10,241 -1.6% 1.44% $49.4M 2026-02-06 $84.05
2025 Q3 REDUCED 651,492 -3,641 -0.6% 1.33% $44.6M 2025-11-04 $71.28
2025 Q2 REDUCED 655,133 -14,359 -2.1% 1.44% $45.5M 2025-08-04 $67.10
2025 Q1 REDUCED 669,492 -9,421 -1.4% 1.42% $41.3M 2025-05-05 $57.77
2024 Q4 REDUCED 678,913 -3,143 -0.5% 1.30% $40.2M 2025-02-05 $60.53
2024 Q3 REDUCED 682,056 -6,366 -0.9% 1.21% $36.3M 2024-10-30 $53.41
2024 Q2 ADDED 688,422 +8,568 +1.3% 1.14% $32.7M 2024-07-30 $45.90
2024 Q1 ADDED 679,854 +5,020 +0.7% 1.20% $33.9M 2024-04-29 $45.17
99 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HERITAGE INVESTORS MANAGEMENT CORP and CSCO

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

How long has HERITAGE INVESTORS MANAGEMENT CORP reported owning CSCO?

HERITAGE INVESTORS MANAGEMENT CORP reported CSCO across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported CSCO position in HERITAGE INVESTORS MANAGEMENT CORP's portfolio?

The largest reported portfolio weight for CSCO was 1.50% in 2026 Q1.

What is the latest reported CSCO position on this page?

The most recent filing on this page is 2026 Q1, when HERITAGE INVESTORS MANAGEMENT CORP reported 637,913 shares, equal to 1.50% of portfolio, with an estimated market value of $49K.

What does the chart on this CSCO ownership page compare?

The chart compares HERITAGE INVESTORS MANAGEMENT CORP'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 HERITAGE INVESTORS MANAGEMENT CORP time their CSCO position?

Based on 13F filing dates vs. subsequent CSCO price moves, HERITAGE INVESTORS MANAGEMENT CORP correctly timed 53 out of 107 reported position changes (50%). The annualised alpha on CSCO relative to SPY over the holding period was -2.5%.

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