Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  Cisco Systems, Inc. (CSCO)
← All CSCO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2017   Q1 0 0.00 Sell 100.00% 0.01 $29.80–34.53 · VW $32.55i SEC
2016   Q4 13,020 0.01 Reduce 12.91% <0.01 $29.12–31.89 · VW $30.42i $393,000 SEC
2016   Q3 14,950 0.01 Reduce 2.61% <0.01 $28.17–31.95 · VW $30.83i $474,000 SEC
2016   Q2 15,350 0.01 Add 2.06% <0.01 $25.81–29.41 · VW $28.04i $440,000 SEC
2016   Q1 15,040 0.01 Add 1.97% <0.01 $22.46–28.68 · VW $25.50i $428,000 SEC
2015   Q4 14,750 0.01 Reduce 12.72% <0.01 $25.34–29.49 · VW $27.40i $401,000 SEC
2015   Q3 16,900 0.01 Reduce 1.23% <0.01 $23.03–29.21 · VW $26.60i $444,000 SEC
2015   Q2 17,110 0.01 Reduce 9.09% <0.01 $26.84–29.90 · VW $28.60i $470,000 SEC
2015   Q1 18,820 0.01 Reduce 3.49% <0.01 $25.92–30.31 · VW $27.90i $518,000 SEC
2014   Q4 19,500 0.01 Reduce 3.47% <0.01 $22.49–28.59 · VW $25.96i $542,000 SEC
2014   Q3 20,200 0.01 Reduce 0.20% $24.27–26.08 · VW $25.10i $508,000 SEC
2014   Q2 20,240 0.01 Reduce 13.73% <0.01 $22.30–25.17 · VW $23.82i $503,000 SEC
2014   Q1 23,460 0.01 Add 9.63% <0.01 $21.27–23.00 · VW $22.11i $526,000 SEC
2013   Q4 21,400 0.01 Add 21.94% <0.01 $20.22–24.00 · VW $22.12i $480,000 SEC
2013   Q3 17,550 0.01 Reduce 24.58% <0.01 $23.02–26.49 · VW $24.47i $411,000 SEC
2013   Q2 23,270 0.01 Buy 0.01 $19.98–24.98 · VW $22.77i $566,000 SEC
2005   Q4 0 0.00 Sell 100.00% <0.01 $16.83–18.12 · VW $17.44i SEC
2005   Q3 1,240 <0.01 $17.74 $22,000 SEC
2005   Q2 1,240 <0.01 $19.35 $24,000 SEC
2005   Q1 1,240 <0.01 $17.74 $22,000 SEC
2004   Q4 1,240 <0.01 $19.35 $24,000 SEC
2004   Q3 1,240 <0.01 $17.74 $22,000 SEC
2004   Q2 1,240 <0.01 $23.39 $29,000 SEC
2004   Q1 1,240 <0.01 $23.39 $29,000 SEC
2003   Q4 1,240 <0.01 Reduce 47.35% <0.01 $19.24–24.60 · VW $22.25i $30,000 SEC
2003   Q3 2,355 <0.01 Reduce 24.15% 0.05 $16.57–21.56 · VW $19.16i $46,000 SEC
2003   Q2 3,105 0.20 Add 31.85% 0.05 $12.80–19.10 · VW $16.07i $3,105,000 SEC
2003   Q1 2,355 <0.01 $12.97 $30,544 SEC
2002   Q4 2,355 <0.01 Reduce 42.49% <0.01 $8.12–15.48 · VW $12.22i $31,000 SEC
2002   Q3 4,095 <0.01 Reduce 9.90% <0.01 $10.39–15.29 · VW $12.82i $42,916,000 SEC
2002   Q2 4,545 0.01 Add 10.99% <0.01 $12.27–17.55 · VW $14.93i $63,357,000 SEC
2002   Q1 4,095 0.02 $16,919.90 $69,287,000 SEC
2001   Q4 4,095 0.03 Reduce 69.25% 0.08 $11.15–21.92 · VW $17.67i $74,160,000 SEC
2001   Q3 13,315 0.11 Add 9.18% <0.01 $11.04–20.75 · VW $16.29i $162,044,000 SEC
2001   Q2 12,195 0.15 Add 3.67% <0.01 $13.19–24.13 · VW $18.37i $221,949,000 SEC
2001   Q1 11,763 0.14 Reduce 35.70% 0.17 $15.00–44.50 · VW $26.90i $185,267,000 SEC
2000   Q4 18,295 0.48 Add 36.12% 0.13 $35.16–59.44 · VW $48.65i $699,784,000 SEC
2000   Q3 13,440 0.54 Buy 0.54 $54.63–70.00 · VW $63.29i $742,560,000 SEC
Price snapshot:
Current price$119.25
52-week low$64.42
52-week high$129.88