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Whalen Wealth Management’s Intel INTC Stock Holding History

Whalen 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
Q3 		$1.17M Sell
9,715
-1,126
-10% -$115K 0.5% 54
2026
Q2 		$1.51M Sell
10,841
-6,115
-36% -$618K 0.68% 43
2026
Q1 		$748K Buy
+16,956
New +$777K 0.4% 65
2024
Q1 		– Sell
-8,929
Closed -$449K – 140
2023
Q4 		$449K Buy
+8,929
New +$363K 0.4% 63

Other funds holding INTC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return

Whalen Wealth Management's INTC Position: Q3 2026 in Review

Whalen Wealth Management reduced its Intel (INTC) stake by 10% in Q3 2026, selling an estimated $115K and leaving 9,715 shares worth $1.17M. The position accounts for 0.5% of the portfolio, ranked #54.

Whalen Wealth Management first reported a position in INTC in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.51M in Q2 2026. 185 funds tracked by Wall St. Rank hold INTC as of Q3 2026.

  • Whalen Wealth Management held 9,715 shares of Intel worth $1.17M as of Q3 2026.
  • Whalen Wealth Management sold 1,126 Intel shares in Q3 2026, an estimated $115K.
  • Intel made up 0.5% of Whalen Wealth Management's portfolio in Q3 2026, its #54 holding.
  • Whalen Wealth Management first reported a position in Intel in Q4 2023 and has held it in 4 quarters since.
  • Whalen Wealth Management's Intel position peaked at $1.51M in Q2 2026.
  • 185 funds tracked by Wall St. Rank held Intel as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.