Carson Wealth (CWM LLC)
INTC icon

Carson Wealth (CWM LLC)’s Intel INTC Stock Holding History

Carson Wealth (CWM LLC)’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
2014
Q1 		– Sell
-618
Closed -$132K – 311
2013
Q4 		$132K Buy
+618
New +$14.9K 0.02% 181

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

Carson Wealth (CWM LLC)'s INTC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Intel (INTC) stake by 14% in Q1 2026, selling an estimated $6.27M and leaving 816,092 shares worth $36M. The position accounts for 0.09% of the portfolio, ranked #201.

Carson Wealth (CWM LLC) first reported a position in INTC in Q3 2013 and has held it in 50 quarters since. The position peaked at $50.2M in Q4 2023. 2,573 funds tracked by Wall St. Rank hold INTC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 816,092 shares of Intel worth $36M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 136,865 Intel shares in Q1 2026, an estimated $6.27M.
  • Intel made up 0.09% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #201 holding.
  • Carson Wealth (CWM LLC) first reported a position in Intel in Q3 2013 and has held it in 50 quarters since.
  • Carson Wealth (CWM LLC)'s Intel position peaked at $50.2M in Q4 2023.
  • 2,573 funds tracked by Wall St. Rank held Intel as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.