Institute for Wealth Management’s Intel INTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $592K | Buy |
13,410
+6
| +0% | +$275 | 0.06% | 285 |
|
|
2025
Q4 | $495K | Sell |
13,404
-99
| -0.7% | -$3.74K | 0.05% | 321 |
|
|
2025
Q3 | $453K | Buy |
13,503
+342
| +3% | +$8.29K | 0.05% | 344 |
|
|
2025
Q2 | $295K | Sell |
13,161
-20
| -0.2% | -$414 | 0.03% | 441 |
|
|
2025
Q1 | $299K | Sell |
13,181
-693
| -5% | -$15.2K | 0.04% | 413 |
|
|
2024
Q4 | $278K | Sell |
13,874
-5,152
| -27% | -$116K | 0.03% | 414 |
|
|
2024
Q3 | $446K | Buy |
19,026
+294
| +2% | +$7.34K | 0.06% | 323 |
|
|
2024
Q2 | $580K | Buy |
18,732
+5,691
| +44% | +$186K | 0.08% | 252 |
|
|
2024
Q1 | $576K | Sell |
13,041
-618
| -5% | -$27.5K | 0.07% | 263 |
|
|
2023
Q4 | $686K | Buy |
13,659
+37
| +0.3% | +$1.5K | 0.11% | 214 |
|
|
2023
Q3 | $484K | Buy |
13,622
+665
| +5% | +$23.2K | 0.09% | 267 |
|
|
2023
Q2 | $433K | Sell |
12,957
-87
| -0.7% | -$2.73K | 0.07% | 292 |
|
|
2023
Q1 | $426K | Sell |
13,044
-567
| -4% | -$16.1K | 0.08% | 284 |
|
|
2022
Q4 | $360K | Sell |
13,611
-5,646
| -29% | -$157K | 0.08% | 321 |
|
|
2022
Q3 | $496K | Buy |
19,257
+2,304
| +14% | +$78.6K | 0.11% | 235 |
|
|
2022
Q2 | $634K | Sell |
16,953
-2,532
| -13% | -$110K | 0.12% | 205 |
|
|
2022
Q1 | $966K | Buy |
19,485
+615
| +3% | +$30.5K | 0.16% | 164 |
|
|
2021
Q4 | $972K | Sell |
18,870
-235
| -1% | -$12K | 0.16% | 162 |
|
|
2021
Q3 | $1.02M | Sell |
19,105
-65
| -0.3% | -$3.52K | 0.18% | 143 |
|
|
2021
Q2 | $1.08M | Buy |
19,170
+424
| +2% | +$24.9K | 0.19% | 140 |
|
|
2021
Q1 | $1.2M | Sell |
18,746
-792
| -4% | -$47.2K | 0.23% | 119 |
|
|
2020
Q4 | $973K | Buy |
19,538
+819
| +4% | +$40K | 0.19% | 132 |
|
|
2020
Q3 | $969K | Sell |
18,719
-3,810
| -17% | -$198K | 0.22% | 118 |
|
|
2020
Q2 | $1.35M | Sell |
22,529
-611
| -3% | -$36.5K | 0.33% | 81 |
|
|
2020
Q1 | $1.25M | Sell |
23,140
-534
| -2% | -$31.6K | 0.39% | 65 |
|
|
2019
Q4 | $1.42M | Sell |
23,674
-799
| -3% | -$44.7K | 0.32% | 78 |
|
|
2019
Q3 | $1.26M | Sell |
24,473
-3,962
| -14% | -$195K | 0.32% | 87 |
|
|
2019
Q2 | $1.36M | Sell |
28,435
-2,695
| -9% | -$134K | 0.3% | 81 |
|
|
2019
Q1 | $1.67M | Buy |
+31,130
| New | +$1.58M | 0.36% | 59 |
|
|
2018
Q4 | – | Sell |
-32,916
| Closed | -$1.51M | – | 300 |
|
|
2018
Q3 | $1.51M | Buy |
32,916
+932
| +3% | +$45.4K | 0.51% | 60 |
|
|
2018
Q2 | $1.59M | Buy |
31,984
+1,920
| +6% | +$102K | 0.51% | 62 |
|
|
2018
Q1 | $1.55M | Sell |
30,064
-1,424
| -5% | -$67.7K | 0.46% | 69 |
|
|
2017
Q4 | $1.46M | Buy |
31,488
+579
| +2% | +$25.3K | 0.34% | 88 |
|
|
2017
Q3 | $1.18M | Buy |
30,909
+2,287
| +8% | +$81.3K | 0.38% | 84 |
|
|
2017
Q2 | $962K | Buy |
+28,622
| New | +$1.02M | 0.26% | 125 |
|
Other funds holding INTC
VCM
NC
VPM
Institute for Wealth Management's INTC Position: Q1 2026 in Review
Institute for Wealth Management increased its Intel (INTC) stake by 0.04% in Q1 2026, buying an estimated $275 and bringing the position to 13,410 shares worth $592K. The position accounts for 0.06% of the portfolio, ranked #285.
Institute for Wealth Management first reported a position in INTC in Q2 2017 and has held it in 35 quarters since. The position peaked at $1.67M in Q1 2019. 2,568 funds tracked by Wall St. Rank hold INTC as of Q1 2026.
- Institute for Wealth Management held 13,410 shares of Intel worth $592K as of Q1 2026.
- Institute for Wealth Management bought 6 Intel shares in Q1 2026, an estimated $275.
- Intel made up 0.06% of Institute for Wealth Management's portfolio in Q1 2026, its #285 holding.
- Institute for Wealth Management first reported a position in Intel in Q2 2017 and has held it in 35 quarters since.
- Institute for Wealth Management's Intel position peaked at $1.67M in Q1 2019.
- 2,568 funds tracked by Wall St. Rank held Intel as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.