Circle Wealth Management’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 | $1.82M | Buy |
41,176
+35,432
| +617% | +$1.62M | 0.03% | 94 |
|
|
2025
Q4 | $212K | Buy |
+5,744
| New | +$217K | ﹤0.01% | 234 |
|
|
2025
Q3 | – | Sell |
-47,575
| Closed | -$1.07M | – | 232 |
|
|
2025
Q2 | $1.07M | Sell |
47,575
-36,770
| -44% | -$762K | 0.02% | 114 |
|
|
2025
Q1 | $1.92M | Buy |
+84,345
| New | +$1.85M | 0.04% | 73 |
|
|
2024
Q2 | – | Sell |
-469,240
| Closed | -$20.7M | – | 225 |
|
|
2024
Q1 | $20.7M | Sell |
469,240
-8,071
| -2% | -$360K | 0.51% | 19 |
|
|
2023
Q4 | $24M | Sell |
477,311
-196
| -0% | -$7.96K | 0.61% | 16 |
|
|
2023
Q3 | $17M | Buy |
477,507
+463,573
| +3,327% | +$16.1M | 0.42% | 23 |
|
|
2023
Q2 | $466K | Sell |
13,934
-3,041
| -18% | -$95.5K | 0.06% | 106 |
|
|
2023
Q1 | $555K | Sell |
16,975
-1,242
| -7% | -$35.2K | 0.08% | 89 |
|
|
2022
Q4 | $481K | Sell |
18,217
-428
| -2% | -$11.9K | 0.07% | 100 |
|
|
2022
Q3 | $480K | Buy |
18,645
+7,755
| +71% | +$264K | 0.08% | 98 |
|
|
2022
Q2 | $407K | Sell |
10,890
-1,386
| -11% | -$60K | 0.06% | 112 |
|
|
2022
Q1 | $608K | Sell |
12,276
-1,106
| -8% | -$54.8K | 0.08% | 109 |
|
|
2021
Q4 | $689K | Buy |
13,382
+640
| +5% | +$32.7K | 0.09% | 98 |
|
|
2021
Q3 | $679K | Sell |
12,742
-4,695
| -27% | -$255K | 0.1% | 95 |
|
|
2021
Q2 | $979K | Buy |
17,437
+192
| +1% | +$11.3K | 0.14% | 74 |
|
|
2021
Q1 | $1.1M | Buy |
17,245
+48
| +0.3% | +$2.86K | 0.18% | 57 |
|
|
2020
Q4 | $857K | Buy |
17,197
+5,809
| +51% | +$284K | 0.12% | 93 |
|
|
2020
Q3 | $590K | Buy |
11,388
+162
| +1% | +$8.42K | 0.1% | 102 |
|
|
2020
Q2 | $672K | Buy |
11,226
+166
| +2% | +$9.93K | 0.12% | 89 |
|
|
2020
Q1 | $594K | Buy |
11,060
+337
| +3% | +$19.9K | 0.12% | 92 |
|
|
2019
Q4 | $642K | Sell |
10,723
-417
| -4% | -$23.3K | 0.11% | 94 |
|
|
2019
Q3 | $574K | Sell |
11,140
-567
| -5% | -$27.9K | 0.12% | 91 |
|
|
2019
Q2 | $560K | Buy |
11,707
+3,166
| +37% | +$157K | 0.12% | 92 |
|
|
2019
Q1 | $459K | Sell |
8,541
-49
| -0.6% | -$2.48K | 0.1% | 101 |
|
|
2018
Q4 | $403K | Buy |
8,590
+3
| +0% | +$140 | 0.15% | 52 |
|
|
2018
Q3 | $406K | Buy |
8,587
+40
| +0.5% | +$1.95K | 0.13% | 64 |
|
|
2018
Q2 | $425K | Buy |
8,547
+35
| +0.4% | +$1.86K | 0.14% | 60 |
|
|
2018
Q1 | $443K | Buy |
8,512
+41
| +0.5% | +$1.95K | 0.16% | 58 |
|
|
2017
Q4 | $391K | Sell |
8,471
-172
| -2% | -$7.51K | 0.15% | 62 |
|
|
2017
Q3 | $329K | Buy |
8,643
+261
| +3% | +$9.28K | 0.14% | 63 |
|
|
2017
Q2 | $283K | Buy |
8,382
+257
| +3% | +$9.2K | 0.13% | 65 |
|
|
2017
Q1 | $293K | Sell |
8,125
-268
| -3% | -$9.7K | 0.14% | 56 |
|
|
2016
Q4 | $304K | Buy |
+8,393
| New | +$301K | 0.16% | 50 |
|
Other funds holding INTC
VCM
NC
VPM
Circle Wealth Management's INTC Position: Q1 2026 in Review
Circle Wealth Management increased its Intel (INTC) stake by 617% in Q1 2026, buying an estimated $1.62M and bringing the position to 41,176 shares worth $1.82M. The position accounts for 0.03% of the portfolio, ranked #94.
Circle Wealth Management first reported a position in INTC in Q4 2016 and has held it in 34 quarters since. The position peaked at $24M in Q4 2023. 2,568 funds tracked by Wall St. Rank hold INTC as of Q1 2026.
- Circle Wealth Management held 41,176 shares of Intel worth $1.82M as of Q1 2026.
- Circle Wealth Management bought 35,432 Intel shares in Q1 2026, an estimated $1.62M.
- Intel made up 0.03% of Circle Wealth Management's portfolio in Q1 2026, its #94 holding.
- Circle Wealth Management first reported a position in Intel in Q4 2016 and has held it in 34 quarters since.
- Circle Wealth Management's Intel position peaked at $24M in Q4 2023.
- 2,568 funds tracked by Wall St. Rank held Intel as of Q1 2026.
Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.