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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital Advisors Wealth Management's INTC Position: Q1 2026 in Review

Capital Advisors Wealth Management reduced its Intel (INTC) stake by 1.2% in Q1 2026, selling an estimated $4.58K and leaving 8,150 shares worth $360K. The position accounts for 0.05% of the portfolio, ranked #156.

Capital Advisors Wealth Management first reported a position in INTC in Q1 2023 and has held it in 10 quarters since. 2,568 funds tracked by Wall St. Rank hold INTC as of Q1 2026.

  • Capital Advisors Wealth Management held 8,150 shares of Intel worth $360K as of Q1 2026.
  • Capital Advisors Wealth Management sold 100 Intel shares in Q1 2026, an estimated $4.58K.
  • Intel made up 0.05% of Capital Advisors Wealth Management's portfolio in Q1 2026, its #156 holding.
  • Capital Advisors Wealth Management first reported a position in Intel in Q1 2023 and has held it in 10 quarters since.
  • 2,568 funds tracked by Wall St. Rank held Intel as of Q1 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.