IBEX Wealth Advisors’s Intel INTC Stock Holding History

IBEX 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	$12.7M	Buy	+91,282	New	+$9.23M	1%	28
2026 Q1	–	Sell	-117,873	Closed	-$4.35M	–	207
2025 Q4	$4.35M	Buy	+117,873	New	+$4.45M	0.43%	73
2024 Q3	–	Sell	-1	Closed	-$33	–	168
2024 Q2	$33	Buy	+1	New	+$33	﹤0.01%	283
2021 Q4	–	Sell	-1,096	Closed	-$58K	–	304
2021 Q3	$58K	Buy	+1,096	New	+$59.4K	0.01%	260
2020 Q2	–	Sell	-30,898	Closed	-$1.67M	–	101
2020 Q1	$1.67M	Buy	+30,898	New	+$1.83M	0.65%	65
2019 Q3	–	Sell	-1,990	Closed	-$95K	–	222
2019 Q2	$95K	Buy	+1,990	New	+$98.7K	0.03%	170
2018 Q3	–	Sell	-16,421	Closed	-$803K	–	97
2018 Q2	$803K	Hold	16,421	–	–	0.32%	77
2018 Q1	$803K	Buy	+16,421	New	+$780K	0.33%	76
2017 Q4	–	Sell	-3,001	Closed	-$120K	–	105
2017 Q3	$120K	Buy	+3,001	New	+$107K	0.04%	129
2017 Q1	–	Sell	-20,273	Closed	-$749K	–	216
2016 Q4	$749K	Sell	20,273 -508	-2%	-$18.2K	0.36%	79
2016 Q3	$785K	Buy	+20,781	New	+$736K	0.43%	76

Other funds holding INTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

IBEX Wealth Advisors opened a new position in Intel (INTC) in Q2 2026: 91,282 shares worth $12.7M. The stake represents 1% of the portfolio and ranks #28 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in INTC as recently as Q4 2025.

IBEX Wealth Advisors first reported a position in INTC in Q3 2016 and has held it in 11 quarters since. 3,565 funds tracked by Wall St. Rank hold INTC as of Q2 2026.

IBEX Wealth Advisors held 91,282 shares of Intel worth $12.7M as of Q2 2026.
Intel was a new IBEX Wealth Advisors position in Q2 2026.
Intel made up 1% of IBEX Wealth Advisors's portfolio in Q2 2026, its #28 holding.
IBEX Wealth Advisors first reported a position in Intel in Q3 2016 and has held it in 11 quarters since.
3,565 funds tracked by Wall St. Rank held Intel as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.