Capital & Planning LLC’s Intel INTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$266K Buy
+6,021
New +$276K 0.16% 37
2025
Q1
Sell
-868
Closed -$17.4K 101
2024
Q4
$17.4K Buy
+868
New +$19.6K 0.01% 76

Other funds holding INTC

Capital & Planning LLC's INTC Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Intel (INTC) in Q1 2026: 6,021 shares worth $266K. The stake represents 0.16% of the portfolio and ranks #37 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in INTC as recently as Q4 2024.

Capital & Planning LLC first reported a position in INTC in Q4 2024 and has held it in 2 quarters since. 2,568 funds tracked by Wall St. Rank hold INTC as of Q1 2026.

  • Capital & Planning LLC held 6,021 shares of Intel worth $266K as of Q1 2026.
  • Intel was a new Capital & Planning LLC position in Q1 2026.
  • Intel made up 0.16% of Capital & Planning LLC's portfolio in Q1 2026, its #37 holding.
  • Capital & Planning LLC first reported a position in Intel in Q4 2024 and has held it in 2 quarters since.
  • 2,568 funds tracked by Wall St. Rank held Intel as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.