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 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 $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

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

IBEX Wealth Advisors sold out of Intel (INTC) in Q1 2026, closing a stake of 117,873 shares — an estimated $4.35M sold.

IBEX Wealth Advisors first reported a position in INTC in Q3 2016 and held it in 10 quarters. The position peaked at $4.35M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold INTC as of Q1 2026.

IBEX Wealth Advisors reported no remaining Intel position as of Q1 2026 after selling out during the quarter.
IBEX Wealth Advisors sold 117,873 Intel shares in Q1 2026, an estimated $4.35M.
IBEX Wealth Advisors first reported a position in Intel in Q3 2016 and held it in 10 quarters.
IBEX Wealth Advisors's Intel position peaked at $4.35M in Q4 2025.
2,568 funds tracked by Wall St. Rank held Intel as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.