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Mowery & Schoenfeld Wealth Management’s Intel INTC Stock Holding History

Mowery & Schoenfeld 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
Q1 		– Sell
-84
Closed -$3.1K – 426
2025
Q4 		$3.1K Buy
+84
New +$3.17K ﹤0.01% 371
2025
Q2 		– Sell
-755
Closed -$17.2K – 426
2025
Q1 		$17.2K Buy
755
+321
+74% +$7.02K 0.03% 217
2024
Q4 		$8.7K Buy
+434
New +$9.78K 0.02% 243
2024
Q3 		– Sell
-470
Closed -$14.6K – 251
2024
Q2 		$14.6K Buy
+470
New +$15.4K 0.02% 158

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NC
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SoftBank Group
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's INTC Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Intel (INTC) in Q1 2026, closing a stake of 84 shares — an estimated $3.1K sold.

Mowery & Schoenfeld Wealth Management first reported a position in INTC in Q2 2024 and held it in 4 quarters. The position peaked at $17.2K in Q1 2025. 2,568 funds tracked by Wall St. Rank hold INTC as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Intel position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 84 Intel shares in Q1 2026, an estimated $3.1K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Intel in Q2 2024 and held it in 4 quarters.
  • Mowery & Schoenfeld Wealth Management's Intel position peaked at $17.2K in Q1 2025.
  • 2,568 funds tracked by Wall St. Rank held Intel as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.