EP Wealth Advisors’s Intel INTC Stock Holding History

EP 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	$3.92M	Sell	88,839 -3,194	-3%	-$146K	0.02%	350
2025 Q4	$3.4M	Buy	+92,033	New	+$3.48M	0.02%	344
2025 Q2	$1.7M	Sell	76,078 -5,997	-7%	-$124K	0.01%	451
2025 Q1	$1.86M	Sell	82,075 -10,770	-12%	-$236K	0.01%	382
2024 Q4	$1.86M	Sell	92,845 -14,790	-14%	-$333K	0.02%	370
2024 Q3	$2.53M	Buy	107,635 +4,256	+4%	+$106K	0.02%	316
2024 Q2	$3.2M	Sell	103,379 -20,052	-16%	-$657K	0.03%	228
2024 Q1	$5.45M	Buy	123,431 +17,814	+17%	+$794K	0.06%	162
2023 Q4	$5.31M	Buy	105,617 +12,356	+13%	+$502K	0.07%	150
2023 Q3	$3.32M	Sell	93,261 -26,819	-22%	-$934K	0.05%	188
2023 Q2	$3.27M	Buy	120,080 +116,578	+3,329%	+$3.66M	0.05%	194
2023 Q1	$253K	Sell	3,502 -61,384	-95%	-$1.74M	﹤0.01%	526
2022 Q4	$1.71M	Sell	64,886 -12,310	-16%	-$342K	0.03%	229
2022 Q3	$1.99M	Buy	77,196 +6,781	+10%	+$231K	0.05%	191
2022 Q2	$2.63M	Sell	70,415 -5,456	-7%	-$236K	0.06%	169
2022 Q1	$3.76M	Sell	75,871 -10,051	-12%	-$498K	0.08%	139
2021 Q4	$4.42M	Buy	85,922 +16,496	+24%	+$843K	0.1%	115
2021 Q3	$3.7M	Sell	69,426 -5,756	-8%	-$312K	0.1%	112
2021 Q2	$4.22M	Buy	75,182 +9,686	+15%	+$569K	0.12%	112
2021 Q1	$4.19M	Buy	65,496 +6,598	+11%	+$393K	0.13%	107
2020 Q4	$2.93M	Buy	58,898 +787	+1%	+$38.4K	0.1%	106
2020 Q3	$3.01M	Sell	58,111 -3,599	-6%	-$187K	0.13%	89
2020 Q2	$3.69M	Buy	61,710 +11,150	+22%	+$667K	0.16%	86
2020 Q1	$2.74M	Sell	50,560 -8,603	-15%	-$509K	0.13%	101
2019 Q4	$3.54M	Buy	59,163 +25	+0%	+$1.4K	0.15%	97
2019 Q3	$3.05M	Buy	59,138 +107	+0.2%	+$5.26K	0.15%	84
2019 Q2	$2.83M	Buy	59,031 +17,037	+41%	+$845K	0.18%	64
2019 Q1	$2.25M	Sell	41,994 -397	-0.9%	-$20.1K	0.22%	71
2018 Q4	$1.99M	Buy	42,391 +4,630	+12%	+$217K	0.15%	82
2018 Q3	$1.79M	Buy	37,761 +17,964	+91%	+$874K	0.14%	82
2018 Q2	$984K	Buy	19,797 +692	+4%	+$36.7K	0.09%	83
2018 Q1	$995K	Buy	19,105 +1,490	+8%	+$70.8K	0.1%	96
2017 Q4	$813K	Sell	17,615 -741	-4%	-$32.3K	0.09%	89
2017 Q3	$699K	Buy	18,356 +1,456	+9%	+$51.8K	0.08%	89
2017 Q2	$570K	Buy	16,900 +3,638	+27%	+$130K	0.07%	99
2017 Q1	$478K	Sell	13,262 -1,963	-13%	-$71K	0.07%	89
2016 Q4	$496K	Sell	15,225 -103	-0.7%	-$3.69K	0.07%	85
2016 Q3	$579K	Buy	15,328 +1,417	+10%	+$50.2K	0.09%	70
2016 Q2	$456K	Buy	13,911 +2,235	+19%	+$70K	0.07%	83
2016 Q1	$378K	Sell	11,676 -2,627	-18%	-$80.6K	0.06%	94
2015 Q4	$493K	Buy	14,303 +2,855	+25%	+$96.5K	0.08%	90
2015 Q3	$345K	Sell	11,448 -245	-2%	-$7.08K	0.07%	101
2015 Q2	$356K	Sell	11,693 -581	-5%	-$18.8K	0.07%	86
2015 Q1	$384K	Sell	12,274 -156	-1%	-$5.26K	0.07%	84
2014 Q4	$451K	Buy	12,430 +471	+4%	+$16.4K	0.07%	88
2014 Q3	$416K	Sell	11,959 -402	-3%	-$13.6K	0.07%	74
2014 Q2	$382K	Buy	12,361 +3,579	+41%	+$98.1K	0.09%	71
2014 Q1	$227K	Buy	+8,782	New	+$219K	0.06%	105
2013 Q4	–	Sell	-10,805	Closed	-$248K	–	128
2013 Q3	$248K	Sell	10,805 -6,119	-36%	-$141K	0.08%	89
2013 Q2	$410K	Buy	+16,924	New	+$400K	0.15%	51

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

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

EP Wealth Advisors reduced its Intel (INTC) stake by 3.5% in Q1 2026, selling an estimated $146K and leaving 88,839 shares worth $3.92M. The position accounts for 0.02% of the portfolio, ranked #350.

EP Wealth Advisors first reported a position in INTC in Q2 2013 and has held it in 50 quarters since. The position peaked at $5.45M in Q1 2024. 2,570 funds tracked by Wall St. Rank hold INTC as of Q1 2026.

EP Wealth Advisors held 88,839 shares of Intel worth $3.92M as of Q1 2026.
EP Wealth Advisors sold 3,194 Intel shares in Q1 2026, an estimated $146K.
Intel made up 0.02% of EP Wealth Advisors's portfolio in Q1 2026, its #350 holding.
EP Wealth Advisors first reported a position in Intel in Q2 2013 and has held it in 50 quarters since.
EP Wealth Advisors's Intel position peaked at $5.45M in Q1 2024.
2,570 funds tracked by Wall St. Rank held Intel as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.