Murray Stahl's CSCO Position Overview
Murray Stahl (via Horizon Kinetics Asset Management LLC) currently holds 40.7K shares of Cisco Systems, Inc. (CSCO) worth $2.78 M, representing 0.03% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Murray Stahl has maintained a long-term strategic position in CSCO, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2024, adding 15.8K shares. Largest reduction occurred in Q3 2025, reducing 16.0K shares.
Analysis based on 13F filings available since 2013 Q2
Murray Stahl's Cisco Systems (CSCO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cisco Systems (CSCO) Trades by Murray Stahl
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +35,301 | Add 0.00% | 35,300 | $24.33 |
| Q3 2013 | +6,950 | Add 19.69% | 42,250 | $23.43 |
| Q4 2013 | -7,700 | Reduce 18.22% | 34,550 | $22.43 |
| Q1 2014 | +6,984 | Add 20.21% | 41,534 | $22.42 |
| Q2 2014 | +2,866 | Add 6.90% | 44,400 | $24.84 |
| Q3 2014 | -100 | Reduce 0.23% | 44,300 | $25.17 |
| Q4 2014 | -221 | Reduce 0.50% | 44,079 | $27.81 |
| Q1 2015 | -1,579 | Reduce 3.58% | 42,500 | $27.53 |
| Q2 2015 | -1,450 | Reduce 3.41% | 41,050 | $27.45 |
| Q3 2015 | +2,837 | Add 6.91% | 43,887 | $26.25 |
| Q4 2015 | +600 | Add 1.37% | 44,487 | $27.15 |
| Q1 2016 | +1,736 | Add 3.90% | 46,223 | $28.47 |
| Q2 2016 | +713 | Add 1.54% | 46,936 | $28.70 |
| Q3 2016 | +537 | Add 1.14% | 47,473 | $31.72 |
| Q4 2016 | -501 | Reduce 1.06% | 46,972 | $30.21 |
| Q1 2017 | -955 | Reduce 2.03% | 46,017 | $33.79 |
| Q2 2017 | +4,133 | Add 8.98% | 50,150 | $31.29 |
| Q3 2017 | +2,950 | Add 5.88% | 53,100 | $33.63 |
| Q1 2018 | -1,225 | Reduce 2.31% | 51,875 | $42.89 |
| Q2 2018 | +1,270 | Add 2.45% | 53,145 | $43.03 |
| Q3 2018 | -215 | Reduce 0.40% | 52,930 | $48.65 |
| Q4 2018 | -4,508 | Reduce 8.52% | 48,422 | $43.33 |
| Q1 2019 | +51,405 | Add 0.00% | 51,404 | $53.98 |
| Q2 2019 | -913 | Reduce 1.78% | 50,491 | $54.72 |
| Q3 2019 | -3,198 | Reduce 6.33% | 47,293 | $49.42 |
| Q4 2019 | +5,713 | Add 12.08% | 53,006 | $47.96 |
| Q1 2020 | +3,915 | Add 7.39% | 56,921 | $39.32 |
| Q2 2020 | -1,587 | Reduce 2.79% | 55,334 | $46.64 |
| Q3 2020 | -3,311 | Reduce 5.98% | 52,023 | $39.39 |
| Q4 2020 | -10,847 | Reduce 20.85% | 41,176 | $44.76 |
| Q1 2021 | -2,519 | Reduce 6.12% | 38,657 | $51.71 |
| Q2 2021 | +50 | Add 0.13% | 38,707 | $52.99 |
| Q3 2021 | -1,200 | Reduce 3.10% | 37,507 | $54.44 |
| Q1 2022 | +350 | Add 0.93% | 37,857 | $55.76 |
| Q2 2022 | +969 | Add 2.56% | 38,826 | $42.65 |
| Q3 2022 | +118 | Add 0.30% | 38,944 | $40.01 |
| Q4 2022 | +200 | Add 0.51% | 39,144 | $47.64 |
| Q1 2023 | +599 | Add 1.53% | 39,743 | $52.27 |
| Q3 2023 | -275 | Reduce 0.69% | 39,468 | $53.76 |
| Q4 2023 | -182 | Reduce 0.46% | 39,286 | $50.52 |
| Q1 2024 | -100 | Reduce 0.25% | 39,186 | $49.91 |
| Q2 2024 | +1,626 | Add 4.15% | 40,812 | $47.51 |
| Q3 2024 | +15,779 | Add 38.66% | 56,591 | $53.22 |
| Q4 2024 | +50 | Add 0.09% | 56,641 | $59.20 |
| Q3 2025 | -15,950 | Reduce 28.16% | 40,691 | $68.42 |
Murray Stahl's Cisco Systems Investment FAQs
Murray Stahl first purchased Cisco Systems, Inc. (CSCO) in Q2 2013, acquiring 35,300 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Murray Stahl has held Cisco Systems, Inc. (CSCO) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Murray Stahl's largest addition to Cisco Systems, Inc. (CSCO) was in Q1 2019, adding 51,404 shares worth $2.78 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Murray Stahl's firm, Horizon Kinetics Asset Management LLC, owns 40,691 shares of Cisco Systems, Inc. (CSCO), valued at approximately $2.78 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Cisco Systems, Inc. (CSCO) represents approximately 0.03% of Murray Stahl's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Murray Stahl's peak holding in Cisco Systems, Inc. (CSCO) was 56,921 shares, as reported at the end of Q1 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.