Beacon Financial Advisory
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Beacon Financial Advisory’s Intel INTC Stock Holding History

Beacon Financial Advisory’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
Q3 		$1.11M Buy
9,201
+715
+8% +$72.9K 0.21% 119
2026
Q2 		$1.18M Sell
8,486
-1,203
-12% -$122K 0.23% 111
2026
Q1 		$428K Buy
9,689
+422
+5% +$19.3K 0.1% 253
2025
Q4 		$342K Sell
9,267
-601
-6% -$22.7K 0.08% 274
2025
Q3 		$331K Buy
9,868
+155
+2% +$3.76K 0.08% 275
2025
Q2 		$218K Buy
9,713
+660
+7% +$13.7K 0.06% 328
2025
Q1 		$206K Buy
+9,053
New +$198K 0.06% 315
2024
Q2 		– Sell
-7,432
Closed -$328K – 296
2024
Q1 		$328K Sell
7,432
-19,502
-72% -$869K 0.16% 172
2023
Q4 		$1.35M Buy
26,934
+723
+3% +$29.4K 0.65% 34
2023
Q3 		$932K Buy
26,211
+793
+3% +$27.6K 0.51% 58
2023
Q2 		$850K Buy
25,418
+2,755
+12% +$86.5K 0.49% 62
2023
Q1 		$740K Buy
22,663
+3,699
+20% +$105K 0.47% 66
2022
Q4 		$501K Buy
18,964
+4,299
+29% +$119K 0.36% 93
2022
Q3 		$378K Sell
14,665
-1,683
-10% -$57.4K 0.27% 119
2022
Q2 		$612K Sell
16,348
-268
-2% -$11.6K 0.35% 95
2022
Q1 		$823K Buy
16,616
+905
+6% +$44.9K 0.39% 79
2021
Q4 		$809K Buy
15,711
+940
+6% +$48.1K 0.37% 83
2021
Q3 		$787K Buy
14,771
+321
+2% +$17.4K 0.41% 76
2021
Q2 		$811K Sell
14,450
-179
-1% -$10.5K 0.44% 78
2021
Q1 		$936K Buy
14,629
+932
+7% +$55.5K 0.54% 61
2020
Q4 		$682K Buy
13,697
+574
+4% +$28K 0.44% 67
2020
Q3 		$679K Sell
13,123
-6,850
-34% -$356K 0.59% 48
2020
Q2 		$1.19M Buy
19,973
+435
+2% +$26K 1.3% 23
2020
Q1 		$1.06M Sell
19,538
-1,400
-7% -$82.8K 1.34% 22
2019
Q4 		$1.25M Buy
+20,938
New +$1.17M 1.07% 29

Other funds holding INTC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Beacon Financial Advisory's INTC Position: Q3 2026 in Review

Beacon Financial Advisory increased its Intel (INTC) stake by 8.4% in Q3 2026, buying an estimated $72.9K and bringing the position to 9,201 shares worth $1.11M. The position accounts for 0.21% of the portfolio, ranked #119.

Beacon Financial Advisory first reported a position in INTC in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.35M in Q4 2023. 2,441 funds tracked by Wall St. Rank hold INTC as of Q3 2026.

  • Beacon Financial Advisory held 9,201 shares of Intel worth $1.11M as of Q3 2026.
  • Beacon Financial Advisory bought 715 Intel shares in Q3 2026, an estimated $72.9K.
  • Intel made up 0.21% of Beacon Financial Advisory's portfolio in Q3 2026, its #119 holding.
  • Beacon Financial Advisory first reported a position in Intel in Q4 2019 and has held it in 25 quarters since.
  • Beacon Financial Advisory's Intel position peaked at $1.35M in Q4 2023.
  • 2,441 funds tracked by Wall St. Rank held Intel as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.