BWM Planning, LLC INTC — INTEL CORP

Ownership history in BWM Planning, LLC  ·  8 quarters on record

AI Ownership Summary

BWM Planning, LLC reported INTEL CORP (INTC) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.58% in 2026 Q2. The latest visible filing shows INTC at 0.58% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this INTC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BWM Planning, LLC's position in INTEL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

INTC was reported at 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.58% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

INTC stock page BWM Planning, LLC fund profile BWM Planning, LLC full holdings
How BWM Planning, LLC held INTC — position size vs. price
% of Fund (quarterly)    INTC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 17,796 +517 +3.0% 0.58% $2.5M 2026-07-23 $100.23
2026 Q1 REDUCED — — — 17,279 -8 -0.0% 0.20% $763K 2026-04-22 $65.27
2025 Q4 ADDED — — — 17,287 +60 +0.3% 0.17% $638K 2026-01-14 $48.72
2025 Q3 ADDED — — — 17,227 +232 +1.4% 0.17% $578K 2025-10-31 $39.99
2025 Q2 REDUCED — — — 16,995 -400 -2.3% 0.13% $381K 2025-08-12 $21.81
2025 Q1 ADDED — — — 17,395 +59 +0.3% 0.17% $395K 2025-05-14 $21.52
2024 Q4 REDUCED — — — 17,336 -10 -0.1% 0.15% $348K 2025-01-23 $21.57
2024 Q3 INITIATED — — — 17,346 — — 0.18% $407K 2024-10-09 $23.46

🏢 Other funds also holding INTC

As of 2026 Q2 — sorted by position size

SOFTBANK GROUP CORP. 3Y 66.81% NVIDIA CORP 47.27% BRIGHT VALLEY CAPITAL Ltd 34.96% Valliance Asset Management Ltd 3Y 18.71% Marathon Strategic Advisors, LLC 18.42% Greenwoods Asset Management Hong Kong Ltd. 3Y 17.58% E20 Capital Ltd 16.24% Hoya Capital Real Estate, LLC 3Y 15.83% Arthedge Capital Management, LLC 3Y 15.77% Oriental Harbor Investment Master Fund 15.65%

FAQ About BWM Planning, LLC and INTC

These are the practical questions this page is built to answer before you even open the full history table.

How long has BWM Planning, LLC reported owning INTC?

BWM Planning, LLC reported INTC across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported INTC position in BWM Planning, LLC's portfolio?

The largest reported portfolio weight for INTC was 0.58% in 2026 Q2.

What is the latest reported INTC position on this page?

The most recent filing on this page is 2026 Q2, when BWM Planning, LLC reported 17,796 shares, equal to 0.58% of portfolio, with an estimated market value of $2.5M.

What does the chart on this INTC ownership page compare?

The chart compares BWM Planning, LLC's quarterly INTC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BWM Planning, LLC time their INTC position?

Based on 13F filing dates vs. subsequent INTC price moves, BWM Planning, LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on INTC relative to SPY over the holding period was +1199.4%.

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