Mark Sheptoff Financial Planning’s Intel INTC Stock Holding History

Mark Sheptoff Financial Planning’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 Q1	–	Sell	-3,400	Closed	-$82.5K	–	544
2025 Q4	$82.5K	Hold	3,400	–	–	0.04%	159
2025 Q3	$82.5K	Hold	3,400	–	–	0.04%	160
2025 Q2	$82.5K	Hold	3,400	–	–	0.04%	145
2025 Q1	$82.5K	Sell	3,400 -25,100	-88%	-$549K	0.05%	132
2024 Q4	$571K	Buy	28,500 +16,500	+138%	+$372K	0.31%	54
2024 Q3	$282K	Buy	12,000 +8,500	+243%	+$212K	0.15%	82
2024 Q2	$108K	Sell	3,500 -300	-8%	-$9.83K	0.06%	126
2024 Q1	$168K	Buy	3,800 +300	+9%	+$13.4K	0.09%	107
2023 Q4	$176K	Hold	3,500	–	–	0.11%	96
2023 Q3	$124K	Hold	3,500	–	–	0.08%	104
2023 Q2	$117K	Buy	3,500 +100	+3%	+$3.14K	0.07%	110
2023 Q1	$113K	Hold	3,400	–	–	0.07%	108
2022 Q4	$113K	Hold	3,400	–	–	0.07%	105
2022 Q3	$113K	Sell	3,400 -722	-18%	-$24.6K	0.07%	101
2022 Q2	$154K	Hold	4,122	–	–	0.09%	99
2022 Q1	$204K	Buy	4,122 +600	+17%	+$29.7K	0.1%	106
2021 Q4	$181K	Buy	3,522 +122	+4%	+$6.24K	0.09%	112
2021 Q3	$183K	Sell	3,400 -100	-3%	-$5.42K	0.1%	108
2021 Q2	$196K	Hold	3,500	–	–	0.11%	103
2021 Q1	$224K	Buy	3,500 +100	+3%	+$5.96K	0.13%	88
2020 Q4	$170K	Hold	3,400	–	–	0.1%	106
2020 Q3	$176K	Hold	3,400	–	–	0.11%	94
2020 Q2	$203K	Sell	3,400 -130	-4%	-$7.77K	0.13%	83
2020 Q1	$191K	Buy	3,530 +130	+4%	+$7.69K	0.14%	79
2019 Q4	$203K	Hold	3,400	–	–	0.13%	91
2019 Q3	$175K	Sell	3,400 -8,930	-72%	-$439K	0.12%	95
2019 Q2	$590K	Buy	12,330 +1,450	+13%	+$71.9K	0.4%	50
2019 Q1	$584K	Buy	10,880 +1,950	+22%	+$98.9K	0.42%	48
2018 Q4	$419K	Hold	8,930	–	–	0.35%	56
2018 Q3	$422K	Hold	8,930	–	–	0.29%	71
2018 Q2	$444K	Buy	8,930 +130	+1%	+$6.9K	0.33%	70
2018 Q1	$458K	Hold	8,800	–	–	0.32%	70
2017 Q4	$406K	Hold	8,800	–	–	0.26%	76
2017 Q3	$335K	Hold	8,800	–	–	0.22%	86
2017 Q2	$297K	Sell	8,800 -1	-0%	-$36	0.2%	92
2017 Q1	$317K	Buy	8,801 +3,401	+63%	+$123K	0.23%	82
2016 Q4	$196K	Hold	5,400	–	–	0.15%	102
2016 Q3	$204K	Buy	5,400 +1,896	+54%	+$67.1K	0.15%	100
2016 Q2	$115K	Sell	3,504 -596	-15%	-$18.7K	0.09%	120
2016 Q1	$133K	Sell	4,100 -50	-1%	-$1.53K	0.11%	108
2015 Q4	$143K	Hold	4,150	–	–	0.12%	110
2015 Q3	$125K	Sell	4,150 -2,381	-36%	-$68.9K	0.11%	120
2015 Q2	$199K	Sell	6,531 -19,805	-75%	-$640K	0.16%	101
2015 Q1	$824K	Sell	26,336 -1,435	-5%	-$48.4K	0.69%	43
2014 Q4	$1.01M	Buy	27,771 +23,039	+487%	+$802K	0.89%	30
2014 Q3	$165K	Hold	4,732	–	–	0.15%	113
2014 Q2	$146K	Hold	4,732	–	–	0.12%	120
2014 Q1	$122K	Buy	+4,732	New	+$118K	0.11%	133

Other funds holding INTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mark Sheptoff Financial Planning's INTC Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Intel (INTC) in Q1 2026, closing a stake of 3,400 shares — an estimated $82.5K sold.

Mark Sheptoff Financial Planning first reported a position in INTC in Q1 2014 and held it in 48 quarters. The position peaked at $1.01M in Q4 2014. 2,571 funds tracked by Wall St. Rank hold INTC as of Q1 2026.

Mark Sheptoff Financial Planning reported no remaining Intel position as of Q1 2026 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 3,400 Intel shares in Q1 2026, an estimated $82.5K.
Mark Sheptoff Financial Planning first reported a position in Intel in Q1 2014 and held it in 48 quarters.
Mark Sheptoff Financial Planning's Intel position peaked at $1.01M in Q4 2014.
2,571 funds tracked by Wall St. Rank held Intel as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.