Summit Financial Wealth Advisors’s Intel INTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $464K | Buy |
+3,322
| New | +$336K | 0.06% | 140 |
|
|
2022
Q3 | – | Sell |
-160,468
| Closed | -$6.28M | – | 130 |
|
|
2022
Q2 | $6.28M | Buy |
160,468
+4,529
| +3% | +$196K | 1.5% | 27 |
|
|
2022
Q1 | $7.73M | Buy |
155,939
+20,071
| +15% | +$995K | 1.56% | 23 |
|
|
2021
Q4 | $7.22M | Buy |
135,868
+15,634
| +13% | +$799K | 1.4% | 25 |
|
|
2021
Q3 | $6.41M | Buy |
120,234
+5,296
| +5% | +$287K | 1.45% | 23 |
|
|
2021
Q2 | $6.45M | Buy |
114,938
+1,228
| +1% | +$72.1K | 1.46% | 21 |
|
|
2021
Q1 | $5.67M | Buy |
113,710
+3,957
| +4% | +$236K | 1.44% | 23 |
|
|
2020
Q4 | $5.68M | Sell |
109,753
-4,441
| -4% | -$217K | 1.55% | 20 |
|
|
2020
Q3 | $5.08M | Buy |
114,194
+1,337
| +1% | +$69.5K | 1.35% | 24 |
|
|
2020
Q2 | $6.62M | Sell |
112,857
-296
| -0.3% | -$17.7K | 1.76% | 14 |
|
|
2020
Q1 | $6.61M | Sell |
113,153
-15,294
| -12% | -$905K | 2.08% | 10 |
|
|
2019
Q4 | $8.44M | Sell |
128,447
-4,008
| -3% | -$224K | 2.05% | 10 |
|
|
2019
Q3 | $6.9M | Buy |
132,455
+3,004
| +2% | +$148K | 1.69% | 12 |
|
|
2019
Q2 | $6.2M | Sell |
129,451
-344
| -0.3% | -$17.1K | 1.52% | 14 |
|
|
2019
Q1 | $7.2M | Buy |
129,795
+3,240
| +3% | +$164K | 1.9% | 11 |
|
|
2018
Q4 | $5.94M | Buy |
126,555
+2,247
| +2% | +$105K | 1.93% | 10 |
|
|
2018
Q3 | $5.54M | Buy |
124,308
+11,632
| +10% | +$566K | 1.65% | 15 |
|
|
2018
Q2 | $5.87M | Sell |
112,676
-4,057
| -3% | -$215K | 1.96% | 10 |
|
|
2018
Q1 | $6.08M | Sell |
116,733
-39,228
| -25% | -$1.86M | 2% | 10 |
|
|
2017
Q4 | $7.2M | Buy |
155,961
+8,238
| +6% | +$359K | 2.47% | 8 |
|
|
2017
Q3 | $5.63M | Buy |
147,723
+21,420
| +17% | +$761K | 2.05% | 9 |
|
|
2017
Q2 | $4.26M | Buy |
126,303
+10,599
| +9% | +$379K | 1.69% | 13 |
|
|
2017
Q1 | $4.17M | Buy |
115,704
+21,705
| +23% | +$785K | 1.82% | 10 |
|
|
2016
Q4 | $3.41M | Sell |
93,999
-7,042
| -7% | -$252K | 1.5% | 20 |
|
|
2016
Q3 | $3.81M | Buy |
101,041
+19,612
| +24% | +$694K | 1.65% | 16 |
|
|
2016
Q2 | $2.67M | Buy |
81,429
+1,113
| +1% | +$34.9K | 1.12% | 32 |
|
|
2016
Q1 | $2.6M | Buy |
80,316
+4,021
| +5% | +$123K | 1.14% | 30 |
|
|
2015
Q4 | $2.63M | Buy |
76,295
+6,502
| +9% | +$220K | 1.2% | 27 |
|
|
2015
Q3 | $2.1M | Buy |
69,793
+3,010
| +5% | +$87K | 1.36% | 23 |
|
|
2015
Q2 | $2.03M | Hold |
66,783
| – | – | 1.26% | 26 |
|
|
2015
Q1 | $2.18M | Sell |
66,783
-88,741
| -57% | -$2.99M | 1.48% | 24 |
|
|
2014
Q4 | $5.64M | Buy |
+155,524
| New | +$5.41M | 3.92% | 4 |
|
Other funds holding INTC
TEC
CNB
CRM
COPPSERS
OIAM
AAMU
P
Summit Financial Wealth Advisors's INTC Position: Q2 2026 in Review
Summit Financial Wealth Advisors opened a new position in Intel (INTC) in Q2 2026: 3,322 shares worth $464K. The stake represents 0.06% of the portfolio and ranks #140 among its holdings. This is a return to the name: Summit Financial Wealth Advisors previously reported a position in INTC as recently as Q2 2022.
Summit Financial Wealth Advisors first reported a position in INTC in Q4 2014 and has held it in 32 quarters since. The position peaked at $8.44M in Q4 2019. 725 funds tracked by Wall St. Rank hold INTC as of Q2 2026.
- Summit Financial Wealth Advisors held 3,322 shares of Intel worth $464K as of Q2 2026.
- Intel was a new Summit Financial Wealth Advisors position in Q2 2026.
- Intel made up 0.06% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #140 holding.
- Summit Financial Wealth Advisors first reported a position in Intel in Q4 2014 and has held it in 32 quarters since.
- Summit Financial Wealth Advisors's Intel position peaked at $8.44M in Q4 2019.
- 725 funds tracked by Wall St. Rank held Intel as of Q2 2026.
Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.