Cisco Systems, Inc.
MX ˙ BMV ˙ US17275R1023
SecurityMX:CSCO / Cisco Systems, Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership1,041,483 shares
Latest Disclosed Value $ 80,808,650
EP Wealth Advisors, Inc. reports 1.17% decrease in ownership of CSCO / Cisco Systems, Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 1,041,483 shares of Cisco Systems, Inc. (MX:CSCO) valued at $80,808,650 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 1,053,769 shares of Cisco Systems, Inc.. This represents a change in shares of -1.17% 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)
2026-05-14 2026-03-31 13F CISCO SYS COM 17275R102 1,041,483 -12,286 -1.17 80,809 -0.45 0.3969
2026-02-18 2025-12-31 13F CISCO SYS COM 17275R102 1,053,769 -87,238 -7.65 81,172 2.54 0.4217
2025-08-14 2025-06-30 13F CISCO SYS COM 17275R102 1,141,007 -39,250 -3.33 79,163 8.69 0.5203
2025-05-15 2025-03-31 13F CISCO SYS COM 17275R102 1,180,257 -50,187 -4.08 72,834 -0.01 0.5818
2025-02-14 2024-12-31 13F CISCO SYS COM 17275R102 1,230,444 -114,760 -8.53 72,842 1.75 0.5945
2024-11-15 2024-09-30 13F CISCO SYS COM 17275R102 1,345,204 82,439 6.53 71,592 19.33 0.6153
2024-08-19 2024-06-30 13F CISCO SYS COM 17275R102 1,262,765 97,087 8.33 59,994 3.12 0.6374
2024-05-14 2024-03-31 13F CISCO SYS COM 17275R102 1,165,678 43,752 3.90 58,179 2.64 0.6801
2024-02-28 2023-12-31 13F CISCO SYS COM 17275R102 1,121,926 29,813 2.73 56,680 -3.46 0.7229
2023-11-24 2023-09-30 13F CISCO SYS COM 17275R102 1,092,113 1,075,533 6,486.93 58,712 5.34 0.9107
2023-08-14 2023-06-30 13F CISCO SYS COM 17275R102 16,580 13,788 493.84 55,735 14,451.96 0.8034
2023-06-05 2023-03-31 13F CISCO SYS COM 17275R102 2,792 -978,700 -99.72 383 -99.18 0.0066
2023-06-12 2022-12-31 13F CISCO SYS COM 17275R102 981,492 31,968 3.37 46,758 23.11 0.8426
2022-12-02 2022-09-30 13F CISCO SYS COM 17275R102 949,524 81,070 9.33 37,981 2.57 0.8614
2022-08-11 2022-06-30 13F CISCO SYS COM 17275R102 868,454 42,406 5.13 37,031 -19.60 0.8340
2022-05-20 2022-03-31 13F CISCO SYS COM 17275R102 826,048 39,233 4.99 46,060 -7.62 1.0111
2022-02-17 2021-12-31 13F CISCO SYS COM 17275R102 786,815 36,898 4.92 49,860 22.15 1.1785
2021-11-23 2021-09-30 13F/A-1 CISCO SYS COM 17275R102 749,917 24,455 3.37 40,818 6.16 1.1193
2021-11-16 2021-09-30 13F CISCO SYS COM 17275R102 4,154 -721,308 40,818 1.1193
2021-08-24 2021-06-30 13F CISCO SYS COM 17275R102 725,462 54,419 8.11 38,449 10.80 1.0660
2021-05-17 2021-03-31 13F CISCO SYS COM 17275R102 671,043 174,061 35.02 34,700 56.03 1.1032
2021-02-18 2020-12-31 13F CISCO SYS COM 17275R102 496,982 50,225 11.24 22,240 26.38 0.7819
2020-11-17 2020-09-30 13F CISCO SYS COM 17275R102 446,757 23,748 5.61 17,598 -10.80 0.7572
2020-08-14 2020-06-30 13F CISCO SYS COM 17275R102 423,009 37,635 9.77 19,729 30.23 0.8425
2020-05-18 2020-03-31 13F CISCO SYS COM 17275R102 385,374 89,856 30.41 15,149 6.89 0.7414
2020-02-14 2019-12-31 13F CISCO SYS COM 17275R102 295,518 -34,709 -10.51 14,173 -13.13 0.5837
2019-11-18 2019-09-30 13F CISCO SYS COM 17275R102 330,227 3,594 1.10 16,316 -8.73 0.8091
2019-08-27 2019-06-30 13F CISCO SYS COM 17275R102 326,633 292,354 852.87 17,877 865.80 1.1169
2019-05-20 2019-03-31 13F CISCO SYS COM 17275R102 34,279 2,730 8.65 1,851 35.41 0.1780
2019-02-15 2018-12-31 13F CISCO SYS COM 17275R102 31,549 -1,274 -3.88 1,367 -14.40 0.1054
2018-11-15 2018-09-30 13F CISCO SYS COM 17275R102 32,823 12,813 64.03 1,597 85.48 0.1248
2018-08-14 2018-06-30 13F CISCO SYS COM 17275R102 20,010 6,538 48.53 861 48.96 0.0812
2018-05-15 2018-03-31 13F CISCO SYS COM 17275R102 13,472 149 1.12 578 13.33 0.0559
2018-02-15 2017-12-31 13F CISCO SYS COM 17275R102 13,323 1,748 15.10 510 31.11 0.0538
2017-11-15 2017-09-30 13F CISCO SYS COM 17275R102 11,575 -1,094 -8.64 389 -2.02 0.0449
2017-08-17 2017-06-30 13F CISCO SYS COM 17275R102 12,669 1,767 16.21 397 7.88 0.0487
2017-05-15 2017-03-31 13F CISCO SYS COM 17275R102 10,902 946 9.50 368 22.26 0.0508
2017-02-15 2016-12-31 13F CISCO SYS COM 17275R102 9,956 -2,635 -20.93 301 -24.56 0.0440
2016-11-14 2016-09-30 13F CISCO SYS COM 17275R102 12,591 487 4.02 399 14.99 0.0623
2016-08-15 2016-06-30 13F CISCO SYS COM 17275R102 12,104 929 8.31 347 9.12 0.0553
2016-05-16 2016-03-31 13F CISCO SYS COM 17275R102 11,175 -1,603 -12.54 318 -8.36 0.0488
2016-02-16 2015-12-31 13F CISCO SYS COM 17275R102 12,778 3,033 31.12 347 35.55 0.0583
2015-11-17 2015-09-30 13F CISCO SYS COM 17275R102 9,745 -1,297 -11.75 256 -15.51 0.0488
2015-08-14 2015-06-30 13F Cisco Systems Common 17275R102 11,042 992 9.87 303 9.78 0.0568
2015-05-15 2015-03-31 13F Cisco Systems Common 17275R102 10,050 -182 -1.78 277 -3.16 0.0520
2015-02-17 2014-12-31 13F Cisco Systems Common 17275R102 10,232 -375 -3.54 285 6.74 0.0470
2014-11-12 2014-09-30 13F Cisco Systems Common 17275R102 10,607 -501 -4.51 267 -3.26 0.0432
2014-07-25 2014-06-30 13F Cisco Systems Common 17275R102 11,108 433 4.06 276 15.48 0.0641
2014-05-15 2014-03-31 13F CiscoSystemsInc Common 17275R102 10,675 1,112 11.63 239 11.68 0.0654
2014-02-14 2013-12-31 13F Cisco Systems Common 17275R102 9,563 215 2.30 214 -2.28 0.0555
2013-11-14 2013-09-30 13F Cisco Systems Common 17275R102 9,348 946 11.26 219 7.35 0.0688
2013-08-14 2013-06-30 13F Cisco Systems Common 17275R102 8,402 8,402 204 0.0736
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.