JO
SWKS icon

John Overdeck’s Skyworks Solutions SWKS Stock Holding History

John Overdeck’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
Q2 		$929K Buy
13,700
+1,900
+16% +$129K ﹤0.01% 3671
2026
Q1 		$632K Buy
+11,800
New +$687K ﹤0.01% 3570
2022
Q1 		– Sell
-50,500
Closed -$7.83M – 4213
2021
Q4 		$7.83M Sell
50,500
-16,800
-25% -$2.69M 0.02% 924
2021
Q3 		$11.1M Buy
67,300
+26,000
+63% +$4.75M 0.02% 725
2021
Q2 		$7.92M Buy
41,300
+100
+0.2% +$17.7K 0.02% 941
2021
Q1 		$7.56M Buy
41,200
+28,000
+212% +$4.87M 0.02% 837
2020
Q4 		$2.02M Sell
13,200
-7,800
-37% -$1.14M 0.01% 1486
2020
Q3 		$3.06M Buy
21,000
+14,000
+200% +$1.95M 0.01% 1058
2020
Q2 		$895K Sell
7,000
-3,700
-35% -$410K ﹤0.01% 1606
2020
Q1 		$956K Buy
10,700
+4,400
+70% +$470K 0.01% 1439
2019
Q4 		$762K Sell
6,300
-5,200
-45% -$511K ﹤0.01% 2442
2019
Q3 		$911K Buy
+11,500
New +$916K ﹤0.01% 2070
2018
Q3 		– Sell
-18,000
Closed -$1.74M – 3564
2018
Q2 		$1.74M Sell
18,000
-12,000
-40% -$1.17M 0.01% 1730
2018
Q1 		$3.01M Sell
30,000
-73,000
-71% -$7.59M 0.01% 1248
2017
Q4 		$9.78M Buy
103,000
+98,000
+1,960% +$10.2M 0.03% 618
2017
Q3 		$510K Sell
5,000
-9,000
-64% -$934K ﹤0.01% 2133
2017
Q2 		$1.34M Buy
14,000
+5,000
+56% +$513K ﹤0.01% 1708
2017
Q1 		$882K Buy
9,000
+1,000
+13% +$91.3K ﹤0.01% 1996
2016
Q4 		$597K Sell
8,000
-22,900
-74% -$1.76M ﹤0.01% 2392
2016
Q3 		$2.35M Buy
30,900
+4,900
+19% +$342K 0.01% 1343
2016
Q2 		$1.65M Buy
26,000
+12,000
+86% +$816K 0.01% 1394
2016
Q1 		$1.09M Hold
14,000
– – 0.01% 1547
2015
Q4 		$1.08M Buy
14,000
+5,000
+56% +$400K 0.01% 1454
2015
Q3 		$758K Buy
+9,000
New +$823K ﹤0.01% 1346

Other funds holding SWKS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

John Overdeck's SWKS Position: Q2 2026 in Review

John Overdeck reduced its Skyworks Solutions (SWKS) stake by 38% in Q2 2026, selling an estimated $90.3M and leaving 2,146,126 shares worth $146M. The position accounts for 0.11% of the portfolio, ranked #213.

John Overdeck first reported a position in SWKS in Q2 2013 and has held it in 36 quarters since. The position peaked at $186M in Q1 2026. 708 funds tracked by Wall St. Rank hold SWKS as of Q2 2026.

  • John Overdeck held 2,146,126 shares of Skyworks Solutions worth $146M as of Q2 2026.
  • John Overdeck sold 1,326,877 Skyworks Solutions shares in Q2 2026, an estimated $90.3M.
  • Skyworks Solutions made up 0.11% of John Overdeck's portfolio in Q2 2026, its #213 holding.
  • John Overdeck first reported a position in Skyworks Solutions in Q2 2013 and has held it in 36 quarters since.
  • John Overdeck's Skyworks Solutions position peaked at $186M in Q1 2026.
  • 708 funds tracked by Wall St. Rank held Skyworks Solutions as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.