Legacy Wealth Management, LLC / MS INTC INTEL CORP

Ownership history in Legacy Wealth Management, LLC / MS  ·  3 quarters on record

AI Ownership Summary

Legacy Wealth Management, LLC / MS reported INTEL CORP (INTC) in 3 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.5% in 2024 Q3. The latest visible filing shows INTC at 0.37% 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 Legacy Wealth Management, LLC / MS'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 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2024 Q3

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.

How Legacy Wealth Management, LLC / MS 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 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 10,444 +3,369 +47.6% 0.37% $1.5M 2026-07-08 $110.24
2026 Q1 REDUCED 26.3% +198.5% 7,075 -2,521 -26.3% 0.09% $312K 2026-04-10 $62.38
2024 Q3 INITIATED 9,596 0.50% $574K 2024-12-12 $20.78

FAQ About Legacy Wealth Management, LLC / MS and INTC

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

How long has Legacy Wealth Management, LLC / MS reported owning INTC?

Legacy Wealth Management, LLC / MS reported INTC across 3 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported INTC position in Legacy Wealth Management, LLC / MS's portfolio?

The largest reported portfolio weight for INTC was 0.50% in 2024 Q3.

What is the latest reported INTC position on this page?

The most recent filing on this page is 2026 Q2, when Legacy Wealth Management, LLC / MS reported 10,444 shares, equal to 0.37% of portfolio, with an estimated market value of $1.5M.

What does the chart on this INTC ownership page compare?

The chart compares Legacy Wealth Management, LLC / MS'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.

← Back to Legacy Wealth Management, LLC / MS Holdings