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 Q3	$2.03M	Sell	16,865 -74,417	-82%	-$7.59M	0.16%	86
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

IBEX Wealth Advisors's INTC Position: Q3 2026 in Review

IBEX Wealth Advisors reduced its Intel (INTC) stake by 82% in Q3 2026, selling an estimated $7.59M and leaving 16,865 shares worth $2.03M. The position accounts for 0.16% of the portfolio, ranked #86.

IBEX Wealth Advisors first reported a position in INTC in Q3 2016 and has held it in 12 quarters since. The position peaked at $12.7M in Q2 2026. 2,130 funds tracked by Wall St. Rank hold INTC as of Q3 2026.

IBEX Wealth Advisors held 16,865 shares of Intel worth $2.03M as of Q3 2026.
IBEX Wealth Advisors sold 74,417 Intel shares in Q3 2026, an estimated $7.59M.
Intel made up 0.16% of IBEX Wealth Advisors's portfolio in Q3 2026, its #86 holding.
IBEX Wealth Advisors first reported a position in Intel in Q3 2016 and has held it in 12 quarters since.
IBEX Wealth Advisors's Intel position peaked at $12.7M in Q2 2026.
2,130 funds tracked by Wall St. Rank held Intel as of Q3 2026.

Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.