SEC 13F Intelligence

Lvm Capital Management Ltd/Mi / CSCO

Lvm Capital Management Ltd/Mi’s Cisco Sys Inc Position

Does Lvm Capital Management Ltd/Mi own Cisco Sys Inc (CSCO)? Yes — 378.5K shares worth $44M (+3.72% of its 13F portfolio) as of Q2 2026, down from 390.1K shares the prior filed quarter.

Position Value
$44M
Q2 2026
Shares
378.5K
% of Portfolio
+3.72%
Quarters Held
30
currently held

Position History CSCO

Reported value by quarter
Q1 ’19: $21MQ1 ’19Q2 ’19: $21MQ3 ’19: $19MQ4 ’19: $19MQ1 ’20: $15MQ1 ’20Q2 ’20: $18MQ3 ’20: $15MQ4 ’20: $17MQ1 ’21: $19MQ1 ’21Q2 ’21: $19MQ3 ’21: $20MQ4 ’21: $23MQ1 ’22: $21MQ1 ’22Q2 ’22: $16MQ3 ’22: $15MQ4 ’22: $18MQ1 ’23: $20MQ1 ’23Q2 ’23: $20MQ3 ’23: $21MQ4 ’23: $20MQ1 ’24: $20MQ1 ’24Q2 ’24: $19MQ3 ’24: $19MQ4 ’24: $24MQ1 ’25: $24MQ1 ’25Q2 ’25: $27MQ3 ’25: $27MQ4 ’25: $30MQ1 ’26: $30MQ1 ’26Q2 ’26: $44Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026378.5K$44M+3.72%
Q1 2026390.1K$30M+2.85%
Q4 2025391.7K$30M+2.80%
Q3 2025392.5K$27M+2.58%
Q2 2025394.2K$27M+2.84%
Q1 2025396.0K$24M+2.72%
Q4 2024398.7K$24M+2.54%
Q3 2024406.4K$19M+2.20%
Q2 2024406.4K$19M+2.20%
Q1 2024410.3K$20M+2.42%
Q4 2023401.4K$20M+2.60%
Q3 2023384.2K$21M+2.91%
Q2 2023387.0K$20M+2.68%
Q1 2023384.2K$20M+2.79%
Q4 2022381.8K$18M+2.64%
Q3 2022379.1K$15M+2.32%
Q2 2022375.7K$16M+2.32%
Q1 2022373.8K$21M+2.75%
Q4 2021367.8K$23M+3.11%
Q3 2021363.4K$20M+2.98%
Q2 2021359.6K$19M+2.91%
Q1 2021361.1K$19M+3.03%
Q4 2020383.3K$17M+2.89%
Q3 2020387.4K$15M+2.96%
Q2 2020386.4K$18M+3.70%
Q1 2020390.0K$15M+3.78%
Q4 2019387.3K$19M+3.67%
Q3 2019381.6K$19M+4.01%
Q2 2019378.8K$21M+4.73%
Q1 2019381.9K$21M+4.73%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lvm Capital Management Ltd/Mi’s full portfolio or all institutional holders of CSCO.