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
2022 Q1	–	Sell	-4,500	Closed	-$2K	–	3679
2021 Q4	$2K	Buy	+4,500	New	+$230K	﹤0.01%	3133
2021 Q2	$11K	Hold	4,500	–	–	﹤0.01%	2060
2021 Q1	$11K	Hold	4,500	–	–	﹤0.01%	2060
2020 Q4	$11K	Hold	4,500	–	–	﹤0.01%	2059
2020 Q3	$11K	Hold	4,500	–	–	﹤0.01%	2058
2020 Q2	$11K	Hold	4,500	–	–	﹤0.01%	2058
2020 Q1	$11K	Hold	4,500	–	–	﹤0.01%	2058
2019 Q4	$11K	Hold	4,500	–	–	﹤0.01%	2058
2019 Q3	$11K	Hold	4,500	–	–	﹤0.01%	2058
2019 Q2	$11K	Hold	4,500	–	–	﹤0.01%	2058
2019 Q1	$11K	Buy	+4,500	New	+$228K	﹤0.01%	2058

Other funds holding INTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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.