Cisco Systems, Inc.
MX ˙ BMV ˙ US17275R1023
SecurityMX:CSCO / Cisco Systems, Inc.
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership40,233 shares
Latest Disclosed Value $ 3,121,678
Pinnacle Wealth Planning Services, Inc. reports 0.21% increase in ownership of CSCO / Cisco Systems, Inc.

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 40,233 shares of Cisco Systems, Inc. (MX:CSCO) valued at $3,121,678 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 40,149 shares of Cisco Systems, Inc.. This represents a change in shares of 0.21% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F CISCO SYS COM 17275R102 40,233 84 0.21 3,122 0.94 0.3225
2026-02-13 2025-12-31 13F CISCO SYS COM 17275R102 40,149 932 2.38 3,093 15.24 0.3229
2025-11-13 2025-09-30 13F CISCO SYSTEMS COM 17275R102 39,217 17,296 78.90 2,683 76.51 0.3144
2025-08-11 2025-06-30 13F CISCO SYSTEMS COM 17275R102 21,921 4,226 23.88 1,521 39.32 0.2000
2025-05-15 2025-03-31 13F CISCO SYSTEMS COM 17275R102 17,695 556 3.24 1,092 7.59 0.1642
2025-02-27 2024-12-31 13F/A-1 CISCO SYSTEMS COM 17275R102 17,139 -3,053 -15.12 1,015 -5.59 0.1525
2025-02-06 2024-12-31 13F CISCO SYSTEMS COM 17275R102 17,139 -3,053 1,015 0.1417
2024-11-13 2024-09-30 13F CISCO SYS Stock 17275R102 20,192 -1,106 -5.19 1,075 6.23 0.1460
2024-08-09 2024-06-30 13F CISCO SYS Stock 17275R102 21,298 -3,830 -15.24 1,012 -19.38 0.1446
2024-05-10 2024-03-31 13F CISCO SYS Stock 17275R102 25,128 -1,231 -4.67 1,254 -5.79 0.1837
2024-02-08 2023-12-31 13F CISCO SYS Stock 17275R102 26,359 -1,259 -4.56 1,332 -10.31 0.2092
2023-11-08 2023-09-30 13F CISCO SYS Stock 17275R102 27,618 -450 -1.60 1,485 2.20 0.2447
2023-08-07 2023-06-30 13F CISCO SYS Stock 17275R102 28,068 -1,900 -6.34 1,452 -7.28 0.2345
2023-05-03 2023-03-31 13F CISCO SYS Stock 17275R102 29,968 2,818 10.38 1,567 21.11 0.2603
2023-02-13 2022-12-31 13F CISCO SYS Stock 17275R102 27,150 -9,212 -25.33 1,293 -11.13 0.2298
2022-11-09 2022-09-30 13F CISCO SYS Stock 17275R102 36,362 2,154 6.30 1,455 -0.27 0.2690
2022-08-03 2022-06-30 13F CISCO SYS Stock 17275R102 34,208 -1,848 -5.13 1,459 -27.41 0.2621
2022-04-20 2022-03-31 13F CISCO SYS Stock 17275R102 36,056 4,357 13.74 2,010 0.05 0.3662
2022-01-21 2021-12-31 13F CISCO SYS Stock 17275R102 31,699 1,240 4.07 2,009 21.17 0.3925
2021-10-29 2021-09-30 13F CISCO SYS Stock 17275R102 30,459 1,873 6.55 1,658 9.44 0.3665
2021-08-02 2021-06-30 13F CISCO SYS Stock 17275R102 28,586 466 1.66 1,515 4.20 0.3524
2021-04-29 2021-03-31 13F CISCO SYS Stock 17275R102 28,120 3,263 13.13 1,454 30.76 0.3729
2021-02-12 2020-12-31 13F CISCO SYS Stock 17275R102 24,857 3,507 16.43 1,112 32.22 0.2657
2020-11-03 2020-09-30 13F CISCO SYS Stock 17275R102 21,350 -1,762 -7.62 841 -21.99 0.2777
2020-07-27 2020-06-30 13F CISCO SYS Stock 17275R102 23,112 -2,004 -7.98 1,078 9.22 0.3501
2020-05-11 2020-03-31 13F CISCO SYS Stock 17275R102 25,116 4,361 21.01 987 -0.80 0.4687
2020-02-07 2019-12-31 13F CISCO SYS Stock 17275R102 20,755 841 4.22 995 1.22 0.4680
2019-10-31 2019-09-30 13F CISCO SYS Stock 17275R102 19,914 626 3.25 983 -6.91 0.5352
2019-08-06 2019-06-30 13F CISCO SYS Stock 17275R102 19,288 1,407 7.87 1,056 9.32 0.6373
2019-05-08 2019-03-31 13F CISCO SYS Stock 17275R102 17,881 -3,122 -14.86 966 6.15 0.6484
2019-03-01 2018-12-31 13F CISCO SYS Stock 17275R102 21,003 994 4.97 910 -6.57 0.5823
2019-02-28 2018-09-30 13F CISCO SYS Stock 17275R102 20,009 352 1.79 974 15.13 0.8906
2019-02-28 2018-06-30 13F CISCO SYS Stock 17275R102 19,657 777 4.12 846 4.57 0.8217
2019-02-28 2018-03-31 13F CISCO SYS Stock 17275R102 18,880 11,912 170.95 809 203.00 0.8321
2018-02-12 2017-12-31 13F CISCO SYS INC COM Stock 17275R102 6,968 6,968 267 0.5439
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.