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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 		$1.94M Buy
28,600
+18,600
+186% +$1.27M ﹤0.01% 3020
2026
Q1 		$536K Buy
+10,000
New +$582K ﹤0.01% 3695
2022
Q1 		– Sell
-61,700
Closed -$9.57M – 4214
2021
Q4 		$9.57M Sell
61,700
-11,200
-15% -$1.79M 0.02% 809
2021
Q3 		$12M Buy
72,900
+19,900
+38% +$3.64M 0.03% 682
2021
Q2 		$10.2M Buy
53,000
+9,300
+21% +$1.65M 0.02% 793
2021
Q1 		$8.02M Buy
43,700
+33,600
+333% +$5.84M 0.02% 805
2020
Q4 		$1.54M Sell
10,100
-12,700
-56% -$1.86M ﹤0.01% 1673
2020
Q3 		$3.32M Buy
22,800
+14,800
+185% +$2.06M 0.01% 1012
2020
Q2 		$1.02M Sell
8,000
-4,400
-35% -$487K 0.01% 1526
2020
Q1 		$1.11M Buy
12,400
+3,600
+41% +$384K 0.01% 1331
2019
Q4 		$1.06M Sell
8,800
-3,200
-27% -$314K ﹤0.01% 2124
2019
Q3 		$951K Buy
+12,000
New +$956K ﹤0.01% 2037
2019
Q1 		– Sell
-3,900
Closed -$261K – 3446
2018
Q4 		$261K Buy
+3,900
New +$301K ﹤0.01% 2557
2018
Q3 		– Sell
-10,000
Closed -$967K – 3566
2018
Q2 		$967K Sell
10,000
-21,000
-68% -$2.04M ﹤0.01% 2175
2018
Q1 		$3.11M Sell
31,000
-81,000
-72% -$8.42M 0.01% 1224
2017
Q4 		$10.6M Buy
112,000
+105,100
+1,523% +$11M 0.03% 587
2017
Q3 		$703K Sell
6,900
-9,100
-57% -$944K ﹤0.01% 1939
2017
Q2 		$1.53M Buy
16,000
+4,000
+33% +$410K 0.01% 1602
2017
Q1 		$1.18M Hold
12,000
– – ﹤0.01% 1815
2016
Q4 		$896K Sell
12,000
-18,700
-61% -$1.44M ﹤0.01% 2087
2016
Q3 		$2.34M Sell
30,700
-1,300
-4% -$90.6K 0.01% 1349
2016
Q2 		$2.02M Buy
32,000
+18,000
+129% +$1.22M 0.01% 1254
2016
Q1 		$1.09M Sell
14,000
-1,000
-7% -$67.8K 0.01% 1548
2015
Q4 		$1.15M Buy
15,000
+7,000
+88% +$561K 0.01% 1407
2015
Q3 		$674K Buy
+8,000
New +$732K ﹤0.01% 1396

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.