SEC 13F Intelligence

Grimes & Co Wealth Management, LLC / CSCO

Grimes & Co Wealth Management, LLC’s Cisco Sys Inc Position

Does Grimes & Co Wealth Management, LLC own Cisco Sys Inc (CSCO)? Yes236.1K shares worth $18M (+0.51% of its 13F portfolio) as of Q1 2026, down from 242.5K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
236.1K
% of Portfolio
+0.51%
Quarters Held
30
currently held

Position History CSCO

Reported value by quarter
Q4 ’18: $14MQ4 ’18Q1 ’19: $17MQ2 ’19: $16MQ3 ’19: $15MQ4 ’19: $16MQ4 ’19Q1 ’20: $13MQ2 ’20: $16MQ3 ’20: $14MQ4 ’20: $17MQ4 ’20Q1 ’21: $22MQ2 ’21: $23MQ3 ’21: $24MQ4 ’21: $28MQ4 ’21Q1 ’22: $25MQ2 ’22: $20MQ3 ’22: $20MQ4 ’22: $24MQ4 ’22Q1 ’23: $26MQ2 ’23: $26MQ3 ’23: $27MQ4 ’23: $26MQ4 ’23Q1 ’24: $27MQ2 ’24: $26MQ3 ’24: $29MQ4 ’24: $33MQ4 ’24Q1 ’25: $15MQ2 ’25: $16MQ3 ’25: $17MQ4 ’25: $19MQ4 ’25Q1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026236.1K$18M+0.51%
Q4 2025242.5K$19M+0.45%
Q3 2025248.7K$17M+0.42%
Q2 2025237.4K$16M+0.45%
Q1 2025245.9K$15M+0.47%
Q4 2024554.5K$33M+0.95%
Q3 2024549.2K$29M+0.79%
Q2 2024551.6K$26M+0.78%
Q1 2024540.6K$27M+0.83%
Q4 2023521.9K$26M+0.87%
Q3 2023507.7K$27M+1.06%
Q2 2023506.6K$26M+0.93%
Q1 2023501.8K$26M+1.07%
Q4 2022499.7K$24M+1.00%
Q3 2022491.6K$20M+1.03%
Q2 2022475.8K$20M+1.02%
Q1 2022456.2K$25M+1.33%
Q4 2021436.6K$28M+1.27%
Q3 2021433.9K$24M+1.03%
Q2 2021436.4K$23M+1.00%
Q1 2021431.5K$22M+1.07%
Q4 2020377.5K$17M+0.88%
Q3 2020360.3K$14M+0.91%
Q2 2020340.1K$16M+1.10%
Q1 2020338.5K$13M+1.21%
Q4 2019327.6K$16M+1.03%
Q3 2019300.0K$15M+1.06%
Q2 2019297.3K$16M+1.23%
Q1 2019316.5K$17M+1.34%
Q4 2018322.7K$14M+1.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Grimes & Co Wealth Management, LLC’s full portfolio or all institutional holders of CSCO.