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Jeppson Wealth Management’s Intel INTC Stock Holding History

Jeppson Wealth Management’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 		$2.8M Sell
20,059
-677
-3% -$68.5K 0.83% 30
2026
Q1 		$915K Sell
20,736
-500
-2% -$22.9K 0.29% 83
2025
Q4 		$784K Buy
21,236
+229
+1% +$8.65K 0.25% 90
2025
Q3 		$705K Sell
21,007
-175
-0.8% -$4.24K 0.22% 96
2025
Q2 		$474K Buy
21,182
+1,305
+7% +$27K 0.16% 125
2025
Q1 		$451K Buy
19,877
+3,990
+25% +$87.3K 0.17% 124
2024
Q4 		$319K Sell
15,887
-1,252
-7% -$28.2K 0.12% 145
2024
Q3 		$402K Sell
17,139
-6,631
-28% -$166K 0.14% 134
2024
Q2 		$736K Buy
23,770
+1,125
+5% +$36.9K 0.28% 85
2024
Q1 		$1M Sell
22,645
-2
-0% -$89 0.39% 70
2023
Q4 		$1.14M Buy
22,647
+304
+1% +$12.3K 0.47% 61
2023
Q3 		$794K Buy
22,343
+325
+1% +$11.3K 0.36% 74
2023
Q2 		$736K Sell
22,018
-1,401
-6% -$44K 0.32% 81
2023
Q1 		$765K Sell
23,419
-621
-3% -$17.6K 0.33% 72
2022
Q4 		$635K Sell
24,040
-4,156
-15% -$115K 0.27% 87
2022
Q3 		$727K Sell
28,196
-13,698
-33% -$467K 0.33% 69
2022
Q2 		$1.57M Sell
41,894
-1,376
-3% -$59.5K 0.67% 32
2022
Q1 		$2.14M Buy
43,270
+3,373
+8% +$167K 1% 19
2021
Q4 		$2.06M Buy
39,897
+1,315
+3% +$67.2K 0.99% 20
2021
Q3 		$2.06M Buy
38,582
+1,817
+5% +$98.5K 1.07% 19
2021
Q2 		$2.06M Buy
36,765
+325
+0.9% +$19.1K 1.12% 19
2021
Q1 		$2.33M Sell
36,440
-4,561
-11% -$272K 1.39% 14
2020
Q4 		$2.04M Buy
41,001
+2,563
+7% +$125K 1.36% 13
2020
Q3 		$1.99M Buy
+38,438
New +$2M 1.56% 9

Other funds holding INTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Jeppson Wealth Management's INTC Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Intel (INTC) stake by 3.3% in Q2 2026, selling an estimated $68.5K and leaving 20,059 shares worth $2.8M. The position accounts for 0.83% of the portfolio, ranked #30.

Jeppson Wealth Management first reported a position in INTC in Q3 2020 and has held it in 24 quarters since. 3,559 funds tracked by Wall St. Rank hold INTC as of Q2 2026.

  • Jeppson Wealth Management held 20,059 shares of Intel worth $2.8M as of Q2 2026.
  • Jeppson Wealth Management sold 677 Intel shares in Q2 2026, an estimated $68.5K.
  • Intel made up 0.83% of Jeppson Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Jeppson Wealth Management first reported a position in Intel in Q3 2020 and has held it in 24 quarters since.
  • 3,559 funds tracked by Wall St. Rank held Intel as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.