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Concentrum Wealth Management’s Intel INTC Stock Holding History

Concentrum Wealth Management’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 		$454K Buy
10,285
+233
+2% +$10.7K 0.13% 68
2025
Q4 		$371K Buy
10,052
+28
+0.3% +$1.06K 0.1% 63
2025
Q3 		$336K Buy
10,024
+18
+0.2% +$436 0.1% 61
2025
Q2 		$224K Sell
10,006
-2,521
-20% -$52.2K 0.07% 71
2025
Q1 		$284K Buy
+12,527
New +$274K 0.11% 65
2024
Q2 		– Sell
-6,935
Closed -$306K – 74
2024
Q1 		$306K Buy
6,935
+45
+0.7% +$2K 0.14% 55
2023
Q4 		$346K Buy
6,890
+96
+1% +$3.9K 0.18% 48
2023
Q3 		$242K Buy
6,794
+9
+0.1% +$314 0.15% 55
2023
Q2 		$227K Buy
6,785
+9
+0.1% +$283 0.15% 54
2023
Q1 		$221K Buy
+6,776
New +$192K 0.16% 55
2022
Q3 		– Sell
-6,856
Closed -$256K – 60
2022
Q2 		$256K Buy
6,856
+19
+0.3% +$822 0.21% 46
2022
Q1 		$339K Buy
6,837
+117
+2% +$5.8K 0.21% 49
2021
Q4 		$346K Sell
6,720
-1,505
-18% -$76.9K 0.18% 49
2021
Q3 		$438K Buy
8,225
+14
+0.2% +$759 0.28% 41
2021
Q2 		$461K Buy
8,211
+384
+5% +$22.5K 0.3% 35
2021
Q1 		$501K Sell
7,827
-1,473
-16% -$87.8K 0.38% 31
2020
Q4 		$463K Sell
9,300
-39
-0.4% -$1.91K 0.37% 29
2020
Q3 		$484K Buy
9,339
+14
+0.2% +$728 0.46% 26
2020
Q2 		$558K Sell
9,325
-378
-4% -$22.6K 0.57% 23
2020
Q1 		$525K Sell
9,703
-436
-4% -$25.8K 0.71% 18
2019
Q4 		$607K Buy
10,139
+12
+0.1% +$672 0.68% 18
2019
Q3 		$522K Buy
10,127
+13
+0.1% +$639 0.66% 16
2019
Q2 		$484K Buy
10,114
+15
+0.1% +$744 0.58% 16
2019
Q1 		$542K Buy
10,099
+12
+0.1% +$609 0.71% 14
2018
Q4 		$473K Buy
+10,087
New +$472K 0.81% 11

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

Concentrum Wealth Management's INTC Position: Q1 2026 in Review

Concentrum Wealth Management increased its Intel (INTC) stake by 2.3% in Q1 2026, buying an estimated $10.7K and bringing the position to 10,285 shares worth $454K. The position accounts for 0.13% of the portfolio, ranked #68.

Concentrum Wealth Management first reported a position in INTC in Q4 2018 and has held it in 25 quarters since. The position peaked at $607K in Q4 2019. 2,568 funds tracked by Wall St. Rank hold INTC as of Q1 2026.

  • Concentrum Wealth Management held 10,285 shares of Intel worth $454K as of Q1 2026.
  • Concentrum Wealth Management bought 233 Intel shares in Q1 2026, an estimated $10.7K.
  • Intel made up 0.13% of Concentrum Wealth Management's portfolio in Q1 2026, its #68 holding.
  • Concentrum Wealth Management first reported a position in Intel in Q4 2018 and has held it in 25 quarters since.
  • Concentrum Wealth Management's Intel position peaked at $607K in Q4 2019.
  • 2,568 funds tracked by Wall St. Rank held Intel as of Q1 2026.

Based on Concentrum Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.