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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
Q2 		$1.59M Buy
11,379
+332
+3% +$33.6K 0.29% 34
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 		$452K 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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

CM Wealth Advisors's INTC Position: Q2 2026 in Review

CM Wealth Advisors increased its Intel (INTC) stake by 3% in Q2 2026, buying an estimated $33.6K and bringing the position to 11,379 shares worth $1.59M. The position accounts for 0.29% of the portfolio, ranked #34.

CM Wealth Advisors first reported a position in INTC in Q2 2022 and has held it in 14 quarters since. 3,559 funds tracked by Wall St. Rank hold INTC as of Q2 2026.

  • CM Wealth Advisors held 11,379 shares of Intel worth $1.59M as of Q2 2026.
  • CM Wealth Advisors bought 332 Intel shares in Q2 2026, an estimated $33.6K.
  • Intel made up 0.29% of CM Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • CM Wealth Advisors first reported a position in Intel in Q2 2022 and has held it in 14 quarters since.
  • 3,559 funds tracked by Wall St. Rank held Intel as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.