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Capital Advisors Wealth Management’s Intel INTC Stock Holding History

Capital Advisors Wealth Management’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 		$1.11M Sell
7,946
-204
-3% -$20.6K 0.13% 94
2026
Q1 		$360K Sell
8,150
-100
-1% -$4.58K 0.05% 156
2025
Q4 		$304K Buy
8,250
+145
+2% +$5.47K 0.04% 169
2025
Q3 		$272K Buy
+8,105
New +$196K 0.04% 181
2025
Q2 		– Sell
-9,112
Closed -$207K – 192
2025
Q1 		$207K Buy
+9,112
New +$199K 0.04% 174
2024
Q3 		– Sell
-6,864
Closed -$213K – 172
2024
Q2 		$213K Buy
6,864
+662
+11% +$21.7K 0.04% 148
2024
Q1 		$274K Hold
6,202
– – 0.06% 123
2023
Q4 		$312K Sell
6,202
-92
-1% -$3.74K 0.07% 102
2023
Q3 		$224K Sell
6,294
-50
-0.8% -$1.74K 0.06% 120
2023
Q2 		$212K Sell
6,344
-125
-2% -$3.92K 0.05% 126
2023
Q1 		$211K Buy
+6,469
New +$183K 0.06% 128

Other funds holding INTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Capital Advisors Wealth Management's INTC Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its Intel (INTC) stake by 2.5% in Q2 2026, selling an estimated $20.6K and leaving 7,946 shares worth $1.11M. The position accounts for 0.13% of the portfolio, ranked #94.

Capital Advisors Wealth Management first reported a position in INTC in Q1 2023 and has held it in 11 quarters since. 3,559 funds tracked by Wall St. Rank hold INTC as of Q2 2026.

  • Capital Advisors Wealth Management held 7,946 shares of Intel worth $1.11M as of Q2 2026.
  • Capital Advisors Wealth Management sold 204 Intel shares in Q2 2026, an estimated $20.6K.
  • Intel made up 0.13% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Capital Advisors Wealth Management first reported a position in Intel in Q1 2023 and has held it in 11 quarters since.
  • 3,559 funds tracked by Wall St. Rank held Intel as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.