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Liberty Wealth Management’s Intel INTC Stock Holding History

Liberty 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 		$396K Hold
8,931
– – 0.05% 168
2026
Q1 		$396K Buy
8,931
+321
+4% +$14.7K 0.05% 168
2025
Q4 		$318K Buy
8,610
+115
+1% +$4.34K 0.04% 180
2025
Q3 		$285K Buy
+8,495
New +$206K 0.04% 186
2025
Q2 		– Sell
-8,994
Closed -$204K – 233
2025
Q1 		$204K Sell
8,994
-1,758
-16% -$38.5K 0.04% 149
2024
Q4 		$216K Sell
10,752
-976
-8% -$22K 0.04% 196
2024
Q3 		$275K Sell
11,728
-14,973
-56% -$374K 0.05% 166
2024
Q2 		$363K Buy
26,701
+14,365
+116% +$471K 0.07% 132
2024
Q1 		$545K Sell
12,336
-247
-2% -$11K 0.11% 100
2023
Q4 		$632K Buy
12,583
+1,666
+15% +$67.7K 0.14% 84
2023
Q3 		$388K Sell
10,917
-48
-0.4% -$1.67K 0.1% 109
2023
Q2 		$367K Sell
10,965
-4,969
-31% -$156K 0.09% 120
2023
Q1 		$506K Buy
+15,934
New +$451K 0.1% 126
2022
Q3 		$265K Sell
10,300
-9
-0.1% -$307 0.07% 119
2022
Q2 		$385K Buy
10,309
+64
+0.6% +$2.77K 0.16% 94
2022
Q1 		$504K Buy
10,245
+677
+7% +$33.6K 0.18% 78
2021
Q4 		$492K Buy
9,568
+330
+4% +$16.9K 0.02% 98
2021
Q3 		$492K Buy
9,238
+6
+0.1% +$325 0.18% 80
2021
Q2 		$518K Buy
9,232
+1,127
+14% +$66.1K 0.2% 72
2021
Q1 		$459K Hold
8,105
– – 0.22% 66
2020
Q4 		$459K Buy
8,105
+1,022
+14% +$49.9K 0.22% 66
2020
Q3 		$367K Buy
7,083
+2,812
+66% +$146K 0.22% 66
2020
Q2 		$256K Sell
4,271
-107
-2% -$6.4K 0.18% 78
2020
Q1 		$237K Sell
4,378
-694
-14% -$41.1K 0.21% 76
2019
Q4 		$303K Buy
5,072
+696
+16% +$38.9K 0.24% 79
2019
Q3 		$226K Sell
4,376
-9,766
-69% -$480K 0.21% 88
2019
Q2 		$677K Buy
14,142
+11,047
+357% +$548K 0.59% 35
2019
Q1 		$166K Sell
3,095
-3,489
-53% -$177K 0.13% 98
2018
Q4 		$309K Buy
+6,584
New +$308K 0.23% 62

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

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

Liberty Wealth Management held its Intel (INTC) position steady in Q2 2026 at 8,931 shares worth $396K. The position accounts for 0.05% of the portfolio, ranked #168.

Liberty Wealth Management first reported a position in INTC in Q4 2018 and has held it in 29 quarters since. The position peaked at $677K in Q2 2019. 3,570 funds tracked by Wall St. Rank hold INTC as of Q2 2026.

  • Liberty Wealth Management held 8,931 shares of Intel worth $396K as of Q2 2026.
  • Liberty Wealth Management left its Intel share count unchanged in Q2 2026.
  • Intel made up 0.05% of Liberty Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Liberty Wealth Management first reported a position in Intel in Q4 2018 and has held it in 29 quarters since.
  • Liberty Wealth Management's Intel position peaked at $677K in Q2 2019.
  • 3,570 funds tracked by Wall St. Rank held Intel as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.