AMG National Trust Bank’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.29M Buy
12,224
+11,067
+957% +$5.28M 0.11% 117
2025
Q4
$766K Sell
1,157
-122
-10% -$80.6K 0.02% 324
2025
Q3
$873K Sell
1,279
-126
-9% -$90.8K 0.02% 313
2025
Q2
$1.11M Buy
1,405
+90
+7% +$60.9K 0.03% 281
2025
Q1
$807K Sell
1,315
-151
-10% -$90.7K 0.02% 312
2024
Q4
$921K Buy
1,466
+58
+4% +$37.1K 0.03% 296
2024
Q3
$874K Sell
1,408
-114
-7% -$72.8K 0.02% 312
2024
Q2
$1M Sell
1,522
-147
-9% -$91.2K 0.03% 296
2024
Q1
$1.08M Buy
1,669
+195
+13% +$124K 0.03% 281
2023
Q4
$921K Buy
1,474
+118
+9% +$65.1K 0.03% 284
2023
Q3
$693K Buy
1,356
+37
+3% +$18.7K 0.02% 307
2023
Q2
$604K Buy
1,319
+47
+4% +$20.6K 0.02% 325
2023
Q1
$567K Sell
1,272
-39
-3% -$16K 0.02% 335
2022
Q4
$510K Sell
1,311
-328
-20% -$130K 0.02% 328
2022
Q3
$635K Buy
1,639
+416
+34% +$180K 0.02% 319
2022
Q2
$558K Sell
1,223
-55
-4% -$22.8K 0.02% 318
2022
Q1
$615K Sell
1,278
-10
-0.8% -$5.12K 0.02% 323
2021
Q4
$828K Sell
1,288
-80
-6% -$49.4K 0.02% 309
2021
Q3
$738K Sell
1,368
-315
-19% -$170K 0.02% 317
2021
Q2
$825K Sell
1,683
-80
-5% -$34.7K 0.03% 302
2021
Q1
$675K Buy
1,763
+15
+0.9% +$5.78K 0.02% 318
2020
Q4
$664K Buy
1,748
+50
+3% +$17.6K 0.02% 310
2020
Q3
$554K Buy
1,698
+274
+19% +$85.7K 0.02% 306
2020
Q2
$422K Buy
+1,424
New +$391K 0.02% 337

Other funds holding INTU

AMG National Trust Bank's INTU Position: Q1 2026 in Review

AMG National Trust Bank increased its Intuit (INTU) stake by 957% in Q1 2026, buying an estimated $5.28M and bringing the position to 12,224 shares worth $5.29M. The position accounts for 0.11% of the portfolio, ranked #117.

AMG National Trust Bank first reported a position in INTU in Q2 2020 and has held it in 24 quarters since. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • AMG National Trust Bank held 12,224 shares of Intuit worth $5.29M as of Q1 2026.
  • AMG National Trust Bank bought 11,067 Intuit shares in Q1 2026, an estimated $5.28M.
  • Intuit made up 0.11% of AMG National Trust Bank's portfolio in Q1 2026, its #117 holding.
  • AMG National Trust Bank first reported a position in Intuit in Q2 2020 and has held it in 24 quarters since.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.