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Asset Planning Inc’s Intel INTC Stock Holding History

Asset Planning Inc’s Portfolio INTC Stock Details INTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$209K Buy
1,500
+100
+7% +$10.1K 0.14% 90
2026
Q1 		$61.8K Buy
1,400
+100
+8% +$4.58K 0.04% 143
2025
Q4 		$48K Sell
1,300
-500
-28% -$18.9K 0.03% 148
2025
Q3 		$60.4K Hold
1,800
– – 0.04% 135
2025
Q2 		$40.3K Hold
1,800
– – 0.03% 161
2025
Q1 		$40.9K Hold
1,800
– – 0.03% 156
2024
Q4 		$36.1K Buy
+1,800
New +$40.6K 0.03% 170

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Asset Planning Inc's INTC Position: Q2 2026 in Review

Asset Planning Inc increased its Intel (INTC) stake by 7.1% in Q2 2026, buying an estimated $10.1K and bringing the position to 1,500 shares worth $209K. The position accounts for 0.14% of the portfolio, ranked #90.

Asset Planning Inc first reported a position in INTC in Q4 2024 and has held it in 7 quarters since. 3,554 funds tracked by Wall St. Rank hold INTC as of Q2 2026.

  • Asset Planning Inc held 1,500 shares of Intel worth $209K as of Q2 2026.
  • Asset Planning Inc bought 100 Intel shares in Q2 2026, an estimated $10.1K.
  • Intel made up 0.14% of Asset Planning Inc's portfolio in Q2 2026, its #90 holding.
  • Asset Planning Inc first reported a position in Intel in Q4 2024 and has held it in 7 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Intel as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.