PBMares Wealth Management’s Intel INTC Stock Holding History

PBMares 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
2025 Q3	$219K	Buy	+6,537	New	+$158K	0.04%	184
2024 Q2	–	Sell	-5,093	Closed	-$225K	–	186
2024 Q1	$225K	Buy	5,093 +696	+16%	+$31K	0.06%	163
2023 Q4	$221K	Buy	+4,397	New	+$179K	0.07%	160
2022 Q3	–	Sell	-6,661	Closed	-$249K	–	158
2022 Q2	$249K	Sell	6,661 -59	-0.9%	-$2.55K	0.11%	133
2022 Q1	$333K	Buy	6,720 +126	+2%	+$6.25K	0.21%	107
2021 Q4	$340K	Buy	6,594 +2,113	+47%	+$108K	0.14%	118
2021 Q3	$239K	Buy	4,481 +487	+12%	+$26.4K	0.11%	138
2021 Q2	$224K	Buy	3,994 +1	+0%	+$59	0.12%	138
2021 Q1	$256K	Sell	3,993 -338	-8%	-$20.1K	0.21%	121
2020 Q4	$216K	Buy	+4,331	New	+$212K	0.25%	117
2020 Q3	–	Sell	-3,746	Closed	-$224K	–	112
2020 Q2	$224K	Sell	3,746 -134	-3%	-$8.01K	0.34%	96
2020 Q1	$210K	Buy	+3,880	New	+$230K	0.33%	101

Other funds holding INTC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital World Investors

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

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return