Capital Fund Management (CFM)’s Skyworks Solutions SWKS Stock Holding History

Capital Fund Management (CFM)’s Portfolio SWKS Stock Details SWKS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.93M	Sell	54,700 -142,200	-72%	-$8.28M	0.01%	1174
2025 Q4	$12.5M	Sell	196,900 -28,200	-13%	-$1.97M	0.03%	709
2025 Q3	$17.3M	Sell	225,100 -25,400	-10%	-$1.89M	0.05%	574
2025 Q2	$18.7M	Buy	250,500 +63,800	+34%	+$4.26M	0.05%	485
2025 Q1	$12.1M	Buy	186,700 +167,700	+883%	+$12.8M	0.03%	614
2024 Q4	$1.68M	Buy	+19,000	New	+$1.73M	﹤0.01%	1563
2024 Q3	–	Sell	-12,600	Closed	-$1.34M	–	2148
2024 Q2	$1.34M	Sell	12,600 -29,400	-70%	-$2.9M	﹤0.01%	1527
2024 Q1	$4.55M	Buy	42,000 +4,000	+11%	+$419K	0.01%	1092
2023 Q4	$4.27M	Buy	38,000 +1,900	+5%	+$186K	0.01%	1158
2023 Q3	$3.56M	Sell	36,100 -48,000	-57%	-$5.11M	0.01%	1106
2023 Q2	$9.31M	Buy	84,100 +61,700	+275%	+$6.51M	0.04%	588
2023 Q1	$2.64M	Sell	22,400 -50,700	-69%	-$5.62M	0.01%	970
2022 Q4	$6.66M	Buy	73,100 +37,800	+107%	+$3.39M	0.04%	527
2022 Q3	$3.01M	Sell	35,300 -11,400	-24%	-$1.17M	0.02%	721
2022 Q2	$4.33M	Buy	46,700 +8,300	+22%	+$897K	0.04%	550
2022 Q1	$5.12M	Buy	+38,400	New	+$5.39M	0.04%	561
2021 Q4	–	Sell	-24,100	Closed	-$3.97M	–	1847
2021 Q3	$3.97M	Buy	+24,100	New	+$4.41M	0.03%	665
2021 Q1	–	Sell	-20,400	Closed	-$3.12M	–	1591
2020 Q4	$3.12M	Sell	20,400 -20,100	-50%	-$2.94M	0.03%	627
2020 Q3	$5.89M	Sell	40,500 -31,000	-43%	-$4.31M	0.07%	307
2020 Q2	$9.14M	Buy	71,500 +33,000	+86%	+$3.66M	0.15%	205
2020 Q1	$3.44M	Buy	+38,500	New	+$4.11M	0.05%	386
2019 Q2	–	Sell	-16,900	Closed	-$1.39M	–	1901
2019 Q1	$1.39M	Sell	16,900 -13,200	-44%	-$1.02M	0.01%	929
2018 Q4	$2.02M	Buy	+30,100	New	+$2.32M	0.02%	841
2018 Q2	–	Sell	-3,900	Closed	-$391K	–	2260
2018 Q1	$391K	Buy	+3,900	New	+$406K	﹤0.01%	1539
2017 Q3	–	Sell	-4,300	Closed	-$413K	–	1735
2017 Q2	$413K	Sell	4,300 -161,200	-97%	-$16.5M	﹤0.01%	1175
2017 Q1	$16.2M	Buy	+165,500	New	+$15.1M	0.14%	188
2016 Q2	–	Sell	-7,800	Closed	-$608K	–	1774
2016 Q1	$608K	Sell	7,800 -17,700	-69%	-$1.2M	0.01%	1059
2015 Q4	$1.96M	Sell	25,500 -61,000	-71%	-$4.89M	0.02%	680
2015 Q3	$7.28M	Sell	86,500 -64,300	-43%	-$5.88M	0.08%	301
2015 Q2	$15.7M	Buy	150,800 +105,500	+233%	+$10.7M	0.2%	138
2015 Q1	$4.45M	Sell	45,300 -134,200	-75%	-$11.5M	0.06%	375
2014 Q4	$13.1M	Buy	179,500 +114,800	+177%	+$7.12M	0.15%	176
2014 Q3	$3.76M	Buy	64,700 +16,000	+33%	+$853K	0.04%	480
2014 Q2	$2.29M	Buy	48,700 +41,400	+567%	+$1.74M	0.02%	678
2014 Q1	$274K	Sell	7,300 -4,300	-37%	-$141K	﹤0.01%	1519
2013 Q4	$331K	Buy	+11,600	New	+$304K	﹤0.01%	1414

Other funds holding SWKS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Fund Management (CFM)'s SWKS Position: Q1 2026 in Review

Capital Fund Management (CFM) reduced its Skyworks Solutions (SWKS) stake by 85% in Q1 2026, selling an estimated $14.8M and leaving 44,786 shares worth $2.4M. The position accounts for 0.01% of the portfolio, ranked #1270.

Capital Fund Management (CFM) first reported a position in SWKS in Q2 2013 and has held it in 33 quarters since. The position peaked at $40.6M in Q3 2015. 673 funds tracked by Wall St. Rank hold SWKS as of Q1 2026.

Capital Fund Management (CFM) held 44,786 shares of Skyworks Solutions worth $2.4M as of Q1 2026.
Capital Fund Management (CFM) sold 253,729 Skyworks Solutions shares in Q1 2026, an estimated $14.8M.
Skyworks Solutions made up 0.01% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #1270 holding.
Capital Fund Management (CFM) first reported a position in Skyworks Solutions in Q2 2013 and has held it in 33 quarters since.
Capital Fund Management (CFM)'s Skyworks Solutions position peaked at $40.6M in Q3 2015.
673 funds tracked by Wall St. Rank held Skyworks Solutions as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.