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Marcum Wealth’s Intel INTC Stock Holding History

Marcum Wealth’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
2025
Q1 		$262K Buy
+11,526
New +$252K 0.02% 313
2024
Q4 		– Sell
-8,674
Closed -$203K – 423
2024
Q3 		$203K Sell
8,674
-4,832
-36% -$121K 0.02% 363
2024
Q2 		$418K Sell
13,506
-1,369
-9% -$44.9K 0.04% 225
2024
Q1 		$657K Sell
14,875
-799
-5% -$35.6K 0.07% 150
2023
Q4 		$788K Sell
15,674
-1,627
-9% -$66.1K 0.08% 123
2023
Q3 		$615K Buy
17,301
+984
+6% +$34.3K 0.07% 144
2023
Q2 		$546K Buy
16,317
+243
+2% +$7.63K 0.06% 163
2023
Q1 		$525K Buy
16,074
+1,468
+10% +$41.6K 0.07% 168
2022
Q4 		$386K Sell
14,606
-3,358
-19% -$93.3K 0.05% 204
2022
Q3 		$463K Buy
17,964
+502
+3% +$17.1K 0.07% 164
2022
Q2 		$653K Buy
17,462
+1,512
+9% +$65.4K 0.1% 127
2022
Q1 		$790K Buy
15,950
+1,586
+11% +$78.6K 0.11% 119
2021
Q4 		$740K Sell
14,364
-500
-3% -$25.6K 0.1% 130
2021
Q3 		$792K Buy
14,864
+76
+0.5% +$4.12K 0.12% 119
2021
Q2 		$830K Sell
14,788
-8,663
-37% -$508K 0.13% 113
2021
Q1 		$1.5M Buy
23,451
+12,230
+109% +$729K 0.25% 51
2020
Q4 		$559K Buy
11,221
+5,543
+98% +$271K 0.13% 58
2020
Q3 		$294K Sell
5,678
-479
-8% -$24.9K 0.09% 84
2020
Q2 		$368K Sell
6,157
-248
-4% -$14.8K 0.11% 75
2020
Q1 		$347K Buy
6,405
+103
+2% +$6.09K 0.13% 53
2019
Q4 		$377K Buy
+6,302
New +$353K 0.14% 67

Other funds holding INTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marcum Wealth's INTC Position: Q1 2025 in Review

Marcum Wealth opened a new position in Intel (INTC) in Q1 2025: 11,526 shares worth $262K. The stake represents 0.02% of the portfolio and ranks #313 among its holdings. This is a return to the name: Marcum Wealth previously reported a position in INTC as recently as Q3 2024.

Marcum Wealth first reported a position in INTC in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.5M in Q1 2021. 2,078 funds tracked by Wall St. Rank hold INTC as of Q1 2025.

  • Marcum Wealth held 11,526 shares of Intel worth $262K as of Q1 2025.
  • Intel was a new Marcum Wealth position in Q1 2025.
  • Intel made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #313 holding.
  • Marcum Wealth first reported a position in Intel in Q4 2019 and has held it in 21 quarters since.
  • Marcum Wealth's Intel position peaked at $1.5M in Q1 2021.
  • 2,078 funds tracked by Wall St. Rank held Intel as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.