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Wedge Capital Management’s Skyworks Solutions SWKS Stock Holding History

Wedge Capital Management’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 		$10.6M Buy
155,757
+34,543
+28% +$2.35M 0.17% 150
2026
Q1 		$6.49M Buy
+121,214
New +$7.06M 0.12% 178
2022
Q2 		– Sell
-406,511
Closed -$54.2M – 442
2022
Q1 		$54.2M Sell
406,511
-14,055
-3% -$1.97M 0.73% 24
2021
Q4 		$65.2M Buy
420,566
+47,470
+13% +$7.59M 0.81% 28
2021
Q3 		$61.5M Buy
373,096
+15,561
+4% +$2.85M 0.79% 31
2021
Q2 		$68.6M Buy
357,535
+3,424
+1% +$608K 0.84% 12
2021
Q1 		$65M Buy
+354,111
New +$61.5M 0.77% 25
2020
Q2 		– Sell
-385,615
Closed -$34.5M – 565
2020
Q1 		$34.5M Sell
385,615
-6,022
-2% -$643K 0.59% 50
2019
Q4 		$47.3M Buy
+391,637
New +$38.5M 0.53% 43

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

Wedge Capital Management's SWKS Position: Q2 2026 in Review

Wedge Capital Management increased its Skyworks Solutions (SWKS) stake by 28% in Q2 2026, buying an estimated $2.35M and bringing the position to 155,757 shares worth $10.6M. The position accounts for 0.17% of the portfolio, ranked #150.

Wedge Capital Management first reported a position in SWKS in Q4 2019 and has held it in 9 quarters since. The position peaked at $68.6M in Q2 2021. 713 funds tracked by Wall St. Rank hold SWKS as of Q2 2026.

  • Wedge Capital Management held 155,757 shares of Skyworks Solutions worth $10.6M as of Q2 2026.
  • Wedge Capital Management bought 34,543 Skyworks Solutions shares in Q2 2026, an estimated $2.35M.
  • Skyworks Solutions made up 0.17% of Wedge Capital Management's portfolio in Q2 2026, its #150 holding.
  • Wedge Capital Management first reported a position in Skyworks Solutions in Q4 2019 and has held it in 9 quarters since.
  • Wedge Capital Management's Skyworks Solutions position peaked at $68.6M in Q2 2021.
  • 713 funds tracked by Wall St. Rank held Skyworks Solutions as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.