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Capital Planning Advisors’s Intel INTC Stock Holding History

Capital Planning 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
2026
Q1 		$203K Sell
4,592
-921
-17% -$42.2K 0.03% 144
2025
Q4 		$203K Buy
+5,513
New +$208K 0.03% 161
2024
Q4 		– Sell
-13,132
Closed -$308K – 140
2024
Q3 		$308K Sell
13,132
-126
-1% -$3.15K 0.05% 116
2024
Q2 		$411K Sell
13,258
-275
-2% -$9.01K 0.07% 101
2024
Q1 		$598K Sell
13,533
-454
-3% -$20.2K 0.11% 95
2023
Q4 		$703K Buy
13,987
+175
+1% +$7.11K 0.13% 81
2023
Q3 		$491K Buy
13,812
+357
+3% +$12.4K 0.1% 89
2023
Q2 		$450K Sell
13,455
-8
-0.1% -$251 0.09% 97
2023
Q1 		$440K Sell
13,463
-2,259
-14% -$64K 0.09% 93
2022
Q4 		$416K Buy
15,722
+447
+3% +$12.4K 0.1% 94
2022
Q3 		$394K Sell
15,275
-2,013
-12% -$68.6K 0.11% 91
2022
Q2 		$647K Buy
17,288
+430
+3% +$18.6K 0.17% 75
2022
Q1 		$835K Sell
16,858
-771
-4% -$38.2K 0.18% 87
2021
Q4 		$908K Buy
17,629
+657
+4% +$33.6K 0.17% 89
2021
Q3 		$904K Buy
16,972
+124
+0.7% +$6.72K 0.19% 89
2021
Q2 		$946K Hold
16,848
– – 0.19% 87
2021
Q1 		$1.08M Sell
16,848
-3,478
-17% -$207K 0.24% 82
2020
Q4 		$1.01M Sell
20,326
-22,324
-52% -$1.09M 0.25% 73
2020
Q3 		$2.21M Sell
42,650
-16,752
-28% -$871K 0.61% 42
2020
Q2 		$3.55M Sell
59,402
-185
-0.3% -$11.1K 1.06% 27
2020
Q1 		$3.23M Sell
59,587
-1,587
-3% -$93.9K 1.2% 26
2019
Q4 		$3.66M Sell
61,174
-427
-0.7% -$23.9K 0.96% 36
2019
Q3 		$3.17M Sell
61,601
-1,906
-3% -$93.7K 0.92% 38
2019
Q2 		$3.04M Buy
63,507
+385
+0.6% +$19.1K 0.89% 41
2019
Q1 		$3.39M Buy
63,122
+402
+0.6% +$20.4K 1.04% 33
2018
Q4 		$2.94M Sell
62,720
-599
-0.9% -$28K 1.07% 30
2018
Q3 		$2.99M Buy
63,319
+17,289
+38% +$841K 0.96% 33
2018
Q2 		$2.29M Sell
46,030
-14,976
-25% -$795K 1.03% 29
2018
Q1 		$3.18M Sell
61,006
-1,522
-2% -$72.3K 1.13% 27
2017
Q4 		$2.89M Buy
62,528
+6,939
+12% +$303K 1.01% 29
2017
Q3 		$2.12M Sell
55,589
-1,020
-2% -$36.3K 0.83% 37
2017
Q2 		$1.91M Buy
56,609
+21,926
+63% +$785K 0.85% 36
2017
Q1 		$1.25M Buy
34,683
+15,588
+82% +$564K 0.62% 44
2016
Q4 		$693K Sell
19,095
-223
-1% -$7.99K 0.37% 59
2016
Q3 		$729K Buy
19,318
+303
+2% +$10.7K 0.39% 57
2016
Q2 		$624K Buy
19,015
+1,565
+9% +$49K 0.35% 58
2016
Q1 		$565K Buy
17,450
+3,563
+26% +$109K 0.27% 63
2015
Q4 		$478K Sell
13,887
-2,824
-17% -$95.5K 0.28% 70
2015
Q3 		$504K Sell
16,711
-2,920
-15% -$84.4K 0.33% 59
2015
Q2 		$597K Buy
19,631
+300
+2% +$9.7K 0.35% 54
2015
Q1 		$604K Buy
19,331
+6,840
+55% +$231K 0.42% 43
2014
Q4 		$453K Buy
+12,491
New +$435K 0.39% 54

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 Planning Advisors's INTC Position: Q1 2026 in Review

Capital Planning Advisors reduced its Intel (INTC) stake by 17% in Q1 2026, selling an estimated $42.2K and leaving 4,592 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #144.

Capital Planning Advisors first reported a position in INTC in Q4 2014 and has held it in 42 quarters since. The position peaked at $3.66M in Q4 2019. 2,571 funds tracked by Wall St. Rank hold INTC as of Q1 2026.

  • Capital Planning Advisors held 4,592 shares of Intel worth $203K as of Q1 2026.
  • Capital Planning Advisors sold 921 Intel shares in Q1 2026, an estimated $42.2K.
  • Intel made up 0.03% of Capital Planning Advisors's portfolio in Q1 2026, its #144 holding.
  • Capital Planning Advisors first reported a position in Intel in Q4 2014 and has held it in 42 quarters since.
  • Capital Planning Advisors's Intel position peaked at $3.66M in Q4 2019.
  • 2,571 funds tracked by Wall St. Rank held Intel as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.