Jeppson Wealth Management
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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
Q3 		$2.38M Sell
19,789
-270
-1% -$27.5K 0.68% 41
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Jeppson Wealth Management's INTC Position: Q3 2026 in Review

Jeppson Wealth Management reduced its Intel (INTC) stake by 1.3% in Q3 2026, selling an estimated $27.5K and leaving 19,789 shares worth $2.38M. The position accounts for 0.68% of the portfolio, ranked #41.

Jeppson Wealth Management first reported a position in INTC in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.8M in Q2 2026. 2,441 funds tracked by Wall St. Rank hold INTC as of Q3 2026.

  • Jeppson Wealth Management held 19,789 shares of Intel worth $2.38M as of Q3 2026.
  • Jeppson Wealth Management sold 270 Intel shares in Q3 2026, an estimated $27.5K.
  • Intel made up 0.68% of Jeppson Wealth Management's portfolio in Q3 2026, its #41 holding.
  • Jeppson Wealth Management first reported a position in Intel in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's Intel position peaked at $2.8M in Q2 2026.
  • 2,441 funds tracked by Wall St. Rank held Intel as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.