GIRARD ADVISORY SERVICES, LLC SWKS SKYWORKS SOLUTIONS INC

Ownership history in GIRARD ADVISORY SERVICES, LLC  ·  35 quarters on record

AI Ownership Summary

GIRARD ADVISORY SERVICES, LLC reported SKYWORKS SOLUTIONS INC (SWKS) in 35 quarterly 13F filings from 2023 Q4 through 2024 Q2. Peak portfolio weight reached 0.8% in 2024 Q1. The latest visible filing shows SWKS at 0.63% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SWKS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GIRARD ADVISORY SERVICES, LLC's position in SKYWORKS SOLUTIONS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q2

SWKS was reported at 0.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GIRARD ADVISORY SERVICES, LLC held SWKS — position size vs. price
% of Fund (quarterly)    SWKS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 REDUCED 21.2% -6.7% 62,182 -16,746 -21.2% 0.63% $6.6M 2024-08-14 (Est.) $98.02
2024 Q1 ADDED 78,928 +10,573 +15.5% 0.80% $8.5M 2024-05-13 $87.13
2023 Q4 REDUCED 68,355 -1,432 -2.1% 0.78% $7.7M 2024-02-09 $96.84
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About GIRARD ADVISORY SERVICES, LLC and SWKS

These are the practical questions this page is built to answer before you even open the full history table.

How long has GIRARD ADVISORY SERVICES, LLC reported owning SWKS?

GIRARD ADVISORY SERVICES, LLC reported SWKS across 3 quarterly 13F filings, from 2023 Q4 through 2024 Q2.

What was the largest reported SWKS position in GIRARD ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for SWKS was 0.80% in 2024 Q1.

What is the latest reported SWKS position on this page?

The most recent filing on this page is 2024 Q2, when GIRARD ADVISORY SERVICES, LLC reported 62,182 shares, equal to 0.63% of portfolio, with an estimated market value of $6.6M.

What does the chart on this SWKS ownership page compare?

The chart compares GIRARD ADVISORY SERVICES, LLC's quarterly SWKS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GIRARD ADVISORY SERVICES, LLC time their SWKS position?

Based on 13F filing dates vs. subsequent SWKS price moves, GIRARD ADVISORY SERVICES, LLC correctly timed 19 out of 34 reported position changes (56%). The annualised alpha on SWKS relative to SPY over the holding period was -5.4%.

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