Skip to main content
Livermore
Livermore
ZHEN

Circle Wealth Management, LLC

SEC CIK
0001578242
Latest filing
Aug 12, 2026

INTC holding history

Intel Corp in every 13F filed by Circle Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

INTC overviewAll 13F holders of INTCFull Q2 2026 holdings

Shares (Q2 2026)
63,361
Value
$8.85M
% of portfolio
0.1%
Quarters held
18
Since Q1 2021
Holdings of INTC by Circle Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202663,361$8.85M0.1%+22,185+53.9%AddedHolders
Q1 202641,176$1.82M<0.1%+35,432+616.9%AddedHolders
Q4 20255,744$212.0K<0.1%+5,744NewHolders
Q3 20250$00.0%−47,575−100.0%Sold outHolders
Q2 202547,575$1.07M<0.1%−36,770−43.6%ReducedHolders
Q1 202584,345$1.92M<0.1%+84,345NewHolders
Q2 20240$00.0%−469,240−100.0%Sold outHolders
Q1 2024469,240$20.7M0.5%−8,071−1.7%ReducedHolders
Q4 2023477,311$24.0M0.6%−1960.0%ReducedHolders
Q3 2023477,507$17.0M0.4%+463,573+3,326.9%AddedHolders
Q2 202313,934$466.0K0.1%−3,041−17.9%ReducedHolders
Q1 202316,975$554.6K0.1%−1,242−6.8%ReducedHolders
Q4 202218,217$481.5K0.1%−428−2.3%ReducedHolders
Q3 202218,645$480.0K0.1%+7,755+71.2%AddedHolders
Q2 202210,890$407.0K0.1%−1,386−11.3%ReducedHolders
Q1 202212,276$608.0K0.1%−1,106−8.3%ReducedHolders
Q4 202113,382$689.0K0.1%+640+5.0%AddedHolders
Q3 202112,742$679.0K0.1%−4,695−26.9%ReducedHolders
Q2 202117,437$979.0K0.1%+192+1.1%AddedHolders
Q1 202117,245$1.10M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.