Drum Hill Capital’s Skyworks Solutions SWKS Stock Holding History

Drum Hill Capital’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	–	Sell	-18,387	Closed	-$1.17M	–	49
2025 Q4	$1.17M	Sell	18,387 -2,676	-13%	-$187K	1.21%	23
2025 Q3	$1.62M	Hold	21,063	–	–	1.75%	20
2025 Q2	$1.57M	Sell	21,063 -131	-0.6%	-$8.74K	1.74%	20
2025 Q1	$1.37M	Buy	21,194 +55	+0.3%	+$4.19K	1.58%	21
2024 Q4	$1.87M	Buy	+21,139	New	+$1.92M	2.33%	17

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

Drum Hill Capital's SWKS Position: Q1 2026 in Review

Drum Hill Capital sold out of Skyworks Solutions (SWKS) in Q1 2026, closing a stake of 18,387 shares — an estimated $1.17M sold.

Drum Hill Capital first reported a position in SWKS in Q4 2024 and held it in 5 quarters. The position peaked at $1.87M in Q4 2024. 672 funds tracked by Wall St. Rank hold SWKS as of Q1 2026.

Drum Hill Capital reported no remaining Skyworks Solutions position as of Q1 2026 after selling out during the quarter.
Drum Hill Capital sold 18,387 Skyworks Solutions shares in Q1 2026, an estimated $1.17M.
Drum Hill Capital first reported a position in Skyworks Solutions in Q4 2024 and held it in 5 quarters.
Drum Hill Capital's Skyworks Solutions position peaked at $1.87M in Q4 2024.
672 funds tracked by Wall St. Rank held Skyworks Solutions as of Q1 2026.

Based on Drum Hill Capital's 13F filing for Q1 2026, filed 21 Apr 2026.