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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Intel INTC Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$237K Buy
1,696
+656
+63% +$66.3K 0.06% 162
2026
Q1 		$45.9K Buy
1,040
+40
+4% +$1.83K 0.01% 306
2025
Q4 		$36.9K Buy
1,000
+100
+11% +$3.78K 0.01% 337
2025
Q3 		$30.2K Hold
900
– – 0.01% 338
2025
Q2 		$20.2K Sell
900
-401
-31% -$8.31K 0.01% 327
2025
Q1 		$29.5K Sell
1,301
-650
-33% -$14.2K 0.01% 311
2024
Q4 		$39.1K Sell
1,951
-380
-16% -$8.57K 0.02% 281
2024
Q3 		$54.7K Sell
2,331
-249
-10% -$6.22K 0.03% 214
2024
Q2 		$79.9K Hold
2,580
– – 0.05% 170
2024
Q1 		$114K Hold
2,580
– – 0.08% 140
2023
Q4 		$130K Hold
2,580
– – 0.08% 126
2023
Q3 		$91.7K Sell
2,580
-2,711
-51% -$94.4K 0.07% 133
2023
Q2 		$86.3K Buy
5,291
+2,312
+78% +$72.6K 0.06% 137
2023
Q1 		$97.3K Buy
2,979
+69
+2% +$1.96K 0.08% 121
2022
Q4 		$76.9K Buy
+2,910
New +$80.8K 0.07% 134

Other funds holding INTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s INTC Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Intel (INTC) stake by 63% in Q2 2026, buying an estimated $66.3K and bringing the position to 1,696 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #162.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in INTC in Q4 2022 and has held it in 15 quarters since. 2,294 funds tracked by Wall St. Rank hold INTC as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1,696 shares of Intel worth $237K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 656 Intel shares in Q2 2026, an estimated $66.3K.
  • Intel made up 0.06% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #162 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Intel in Q4 2022 and has held it in 15 quarters since.
  • 2,294 funds tracked by Wall St. Rank held Intel as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.