Position in INTC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,129,387
+$2,054,690 QoQ
Shares Held
22,412
-8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#1,159
of 3,546 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INTC Over Time
Shares Held
Position Value (USD)
Derivatives in INTC
reported options exposure · as of Sep 30, 2020CallValue
$51,780
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Keudell/Morrison Wealth Management holds $16,927,549 across 10 Semiconductors names. INTC ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
22,661 | $4,534,239 | |
| 2 | INTC |
Intel Corp
This page
|
22,412 | $3,129,387 | |
| 3 | QCOM |
Qualcomm Inc/De
|
14,230 | $2,629,561 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
3,064 | $1,779,908 | |
| 5 | AVGO |
Broadcom Inc.
|
4,416 | $1,668,144 | |
| 6 | TXN |
Texas Instruments Inc
|
4,331 | $1,290,941 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,749 | $835,269 | |
| 8 | MU |
Micron Technology Inc
|
509 | $587,533 |
All Filings in INTC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,129,387 | 22,412 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,074,697 | 24,353 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $907,260 | 24,587 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $690,009 | 30,804 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $680,141 | 29,949 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $507,405 | 25,307 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $629,361 | 26,827 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $803,888 | 25,957 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,229,692 | 27,840 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,224,090 | 24,360 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $873,925 | 24,583 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $864,825 | 25,862 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $784,668 | 24,018 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $778,601 | 29,459 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $831,984 | 32,285 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,170,633 | 31,292 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,478,077 | 29,824 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,305,525 | 25,350 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,375,849 | 25,823 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $1,393,170 | 24,816 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,625,536 | 25,399 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $1,246,396 | 25,018 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $51,780 | 1,000 | Call | Sole | 2020-10-20 | |
| 2020-09-30 | $1,332,868 | 25,741 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,567,605 | 26,201 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $1,362,525 | 25,176 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||