Cisco Systems, Inc.
MX ˙ BMV ˙ US17275R1023
SecurityMX:CSCO / Cisco Systems, Inc.
InstitutionXcel Wealth Management, LLC
Latest Disclosed Ownership10,988 shares
Latest Disclosed Value $ 852,559
Xcel Wealth Management, LLC reports 3.78% increase in ownership of CSCO / Cisco Systems, Inc.

On April 21, 2026 - Xcel Wealth Management, LLC filed a 13F-HR form disclosing ownership of 10,988 shares of Cisco Systems, Inc. (MX:CSCO) valued at $852,559 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 10,588 shares of Cisco Systems, Inc.. This represents a change in shares of 3.78% 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)
2026-04-21 2026-03-31 13F CISCO SYS COM 17275R102 10,988 400 3.78 853 4.54 0.2358
2026-01-26 2025-12-31 13F CISCO SYS COM 17275R102 10,588 240 2.32 816 15.11 0.2075
2025-10-29 2025-09-30 13F CISCO SYS COM 17275R102 10,348 10,348 708 0.1840
2023-10-17 2023-09-30 13F CISCO SYS COM 17275R102 0 -7,241 -100.00 0 -100.00
2023-07-26 2023-06-30 13F CISCO SYS COM 17275R102 7,241 0 0.00 375 -1.06 0.1184
2023-04-26 2023-03-31 13F CISCO SYS COM 17275R102 7,241 297 4.28 379 14.55 0.1332
2023-02-15 2022-12-31 13F/A-1 CISCO SYS COM 17275R102 6,944 -75 -1.07 331 17.44 0.1303
2023-01-19 2022-12-31 13F CISCO SYS COM 17275R102 6,944 -75 0 0.1304
2022-10-20 2022-09-30 13F CISCO SYS COM 17275R102 7,019 -202 -2.80 281 -8.77 0.1046
2022-07-26 2022-06-30 13F CISCO SYS COM 17275R102 7,221 -378 -4.97 308 -27.36 0.1123
2022-04-29 2022-03-31 13F CISCO SYS COM 17275R102 7,599 -2,850 -27.28 424 -35.95 0.1163
2022-02-03 2021-12-31 13F CISCO SYS COM 17275R102 10,449 -138 -1.30 662 14.93 0.1702
2021-10-21 2021-09-30 13F CISCO SYS COM 17275R102 10,587 3,150 42.36 576 46.19 0.1670
2021-07-15 2021-06-30 13F CISCO SYS COM 17275R102 7,437 1,233 19.87 394 22.74 0.1189
2021-04-15 2021-03-31 13F CISCO SYS COM 17275R102 6,204 -793 -11.33 321 2.56 0.1145
2021-01-13 2020-12-31 13F CISCO SYS COM 17275R102 6,997 -176 -2.45 313 10.99 0.1351
2020-10-27 2020-09-30 13F CISCO SYS COM 17275R102 7,173 -2,694 -27.30 282 -38.70 0.1450
2020-07-10 2020-06-30 13F CISCO SYS COM 17275R102 9,867 2,494 33.83 460 59.17 0.2854
2020-04-07 2020-03-31 13F CISCO SYS COM 17275R102 7,373 525 7.67 289 -11.89 0.2606
2020-01-09 2019-12-31 13F CISCO SYS COM 17275R102 6,848 -116 -1.67 328 -4.65 0.2724
2019-11-12 2019-09-30 13F CISCO SYS COM 17275R102 6,964 15 0.22 344 -9.47 0.3185
2019-11-12 2019-06-30 13F CISCO SYS COM 17275R102 6,949 186 2.75 380 4.11 0.3724
2019-11-12 2019-03-31 13F CISCO SYS COM 17275R102 6,763 -1,313 -16.26 365 4.58 0.3764
2019-11-12 2018-12-31 13F CISCO SYS COM 17275R102 8,076 8,076 349 0.4268
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.