CM Wealth Advisors’s Intel INTC Stock Holding History

CM Wealth 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	$488K	Buy	11,047 +2,599	+31%	+$119K	0.1%	77
2025 Q4	$312K	Sell	8,448 -400	-5%	-$15.1K	0.07%	109
2025 Q3	$297K	Buy	+8,848	New	+$214K	0.08%	76
2025 Q2	–	Sell	-9,648	Closed	-$219K	–	84
2025 Q1	$219K	Sell	9,648 -464	-5%	-$10.2K	0.07%	80
2024 Q4	$203K	Sell	10,112 -4,261	-30%	-$96K	0.07%	84
2024 Q3	$337K	Buy	14,373 +3,320	+30%	+$82.9K	0.11%	67
2024 Q2	$342K	Buy	+11,053	New	+$362K	0.16%	53
2024 Q1	–	Sell	-9,708	Closed	-$488K	–	188
2023 Q4	$488K	Hold	9,708	–	–	0.21%	46
2023 Q3	$384K	Buy	+9,708	New	+$338K	0.15%	50
2023 Q2	–	Sell	-9,708	Closed	-$282K	–	297
2023 Q1	$282K	Sell	9,708 -5,848	-38%	-$166K	0.05%	326
2022 Q4	$411K	Sell	15,556 -2,000	-11%	-$55.5K	0.21%	46
2022 Q3	$452M	Buy	17,556 +2,000	+13%	+$68.2K	0.25%	44
2022 Q2	$582K	Buy	+15,556	New	+$673K	0.36%	33

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

CM Wealth Advisors's INTC Position: Q1 2026 in Review

CM Wealth Advisors increased its Intel (INTC) stake by 31% in Q1 2026, buying an estimated $119K and bringing the position to 11,047 shares worth $488K. The position accounts for 0.1% of the portfolio, ranked #77.

CM Wealth Advisors first reported a position in INTC in Q2 2022 and has held it in 13 quarters since. The position peaked at $452M in Q3 2022. 2,568 funds tracked by Wall St. Rank hold INTC as of Q1 2026.

CM Wealth Advisors held 11,047 shares of Intel worth $488K as of Q1 2026.
CM Wealth Advisors bought 2,599 Intel shares in Q1 2026, an estimated $119K.
Intel made up 0.1% of CM Wealth Advisors's portfolio in Q1 2026, its #77 holding.
CM Wealth Advisors first reported a position in Intel in Q2 2022 and has held it in 13 quarters since.
CM Wealth Advisors's Intel position peaked at $452M in Q3 2022.
2,568 funds tracked by Wall St. Rank held Intel as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.