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Summit Financial Wealth Advisors’s Intel INTC Stock Holding History

Summit Financial Wealth Advisors’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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

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. 743 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.
  • 743 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.