Lodestone Wealth Management
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Lodestone Wealth Management’s Intel INTC Stock Holding History

Lodestone 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 		$1.48M Sell
12,313
-32
-0.3% -$3.26K 0.5% 58
2026
Q2 		$1.72M Sell
12,345
-2,067
-14% -$209K 0.61% 46
2026
Q1 		$636K Sell
14,412
-208
-1% -$9.5K 0.25% 87
2025
Q4 		$539K Sell
14,620
-71
-0.5% -$2.68K 0.22% 98
2025
Q3 		$493K Sell
14,691
-833
-5% -$20.2K 0.22% 103
2025
Q2 		$348K Buy
15,524
+640
+4% +$13.3K 0.17% 120
2025
Q1 		$338K Sell
14,884
-1,408
-9% -$30.8K 0.18% 113
2024
Q4 		$327K Sell
16,292
-1,550
-9% -$34.9K 0.16% 110
2024
Q3 		$419K Sell
17,842
-1,937
-10% -$48.4K 0.21% 100
2024
Q2 		$613K Sell
19,779
-939
-5% -$30.8K 0.32% 73
2024
Q1 		$915K Sell
20,718
-389
-2% -$17.3K 0.48% 63
2023
Q4 		$1.06M Sell
21,107
-1,651
-7% -$67.1K 0.61% 56
2023
Q3 		$809K Sell
22,758
-65
-0.3% -$2.26K 0.57% 56
2023
Q2 		$763K Buy
22,823
+2,875
+14% +$90.3K 0.52% 57
2023
Q1 		$652K Sell
19,948
-497
-2% -$14.1K 0.5% 58
2022
Q4 		$540K Buy
+20,445
New +$568K 0.44% 63

Other funds holding INTC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 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

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

Lodestone Wealth Management reduced its Intel (INTC) stake by 0.26% in Q3 2026, selling an estimated $3.26K and leaving 12,313 shares worth $1.48M. The position accounts for 0.5% of the portfolio, ranked #58.

Lodestone Wealth Management first reported a position in INTC in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.72M in Q2 2026. 2,730 funds tracked by Wall St. Rank hold INTC as of Q3 2026.

  • Lodestone Wealth Management held 12,313 shares of Intel worth $1.48M as of Q3 2026.
  • Lodestone Wealth Management sold 32 Intel shares in Q3 2026, an estimated $3.26K.
  • Intel made up 0.5% of Lodestone Wealth Management's portfolio in Q3 2026, its #58 holding.
  • Lodestone Wealth Management first reported a position in Intel in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's Intel position peaked at $1.72M in Q2 2026.
  • 2,730 funds tracked by Wall St. Rank held Intel as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.