Beam Wealth Advisors’s Intel INTC Stock Holding History

Beam Wealth Advisors’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
2025 Q1	–	Sell	-15,370	Closed	-$308K	–	105
2024 Q4	$308K	Sell	15,370 -1,774	-10%	-$40K	0.1%	98
2024 Q3	$402K	Buy	17,144 +3,871	+29%	+$96.7K	0.12%	94
2024 Q2	$411K	Buy	+13,273	New	+$435K	0.14%	89
2022 Q1	–	Sell	-4,136	Closed	-$213K	–	89
2021 Q4	$213K	Sell	4,136 -1,613	-28%	-$82.5K	0.24%	85
2021 Q3	$306K	Buy	5,749 +36	+0.6%	+$1.95K	0.26%	103
2021 Q2	$321K	Buy	5,713 +1,307	+30%	+$76.7K	0.28%	98
2021 Q1	$282K	Buy	+4,406	New	+$263K	0.25%	99
2020 Q4	–	Sell	-7,229	Closed	-$374K	–	135
2020 Q3	$374K	Buy	7,229 +1,270	+21%	+$66K	0.35%	87
2020 Q2	$355K	Buy	5,959 +699	+13%	+$41.8K	0.36%	86
2020 Q1	$285K	Sell	5,260 -154	-3%	-$9.11K	0.28%	111
2019 Q4	$324K	Buy	+5,414	New	+$303K	0.3%	106

Other funds holding INTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beam Wealth Advisors's INTC Position: Q1 2025 in Review

Beam Wealth Advisors sold out of Intel (INTC) in Q1 2025, closing a stake of 15,370 shares — an estimated $308K sold.

Beam Wealth Advisors first reported a position in INTC in Q4 2019 and held it in 11 quarters. The position peaked at $411K in Q2 2024. 2,078 funds tracked by Wall St. Rank hold INTC as of Q1 2025.

Beam Wealth Advisors reported no remaining Intel position as of Q1 2025 after selling out during the quarter.
Beam Wealth Advisors sold 15,370 Intel shares in Q1 2025, an estimated $308K.
Beam Wealth Advisors first reported a position in Intel in Q4 2019 and held it in 11 quarters.
Beam Wealth Advisors's Intel position peaked at $411K in Q2 2024.
2,078 funds tracked by Wall St. Rank held Intel as of Q1 2025.

Based on Beam Wealth Advisors's 13F filing for Q1 2025, filed 12 May 2025.