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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
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

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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

Whalen Wealth Management's INTC Position: Q1 2026 in Review

Whalen Wealth Management opened a new position in Intel (INTC) in Q1 2026: 16,956 shares worth $748K. The stake represents 0.4% of the portfolio and ranks #65 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in INTC as recently as Q4 2023.

Whalen Wealth Management first reported a position in INTC in Q4 2023 and has held it in 2 quarters since. 2,568 funds tracked by Wall St. Rank hold INTC as of Q1 2026.

  • Whalen Wealth Management held 16,956 shares of Intel worth $748K as of Q1 2026.
  • Intel was a new Whalen Wealth Management position in Q1 2026.
  • Intel made up 0.4% of Whalen Wealth Management's portfolio in Q1 2026, its #65 holding.
  • Whalen Wealth Management first reported a position in Intel in Q4 2023 and has held it in 2 quarters since.
  • 2,568 funds tracked by Wall St. Rank held Intel as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.