SWKS — SKYWORKS SOLUTIONS INC

Ownership history in LETKO, BROSSEAU & ASSOCIATES INC  ·  31 quarters on record

AI Ownership Summary

LETKO, BROSSEAU & ASSOCIATES INC reported SKYWORKS SOLUTIONS INC (SWKS) in 31 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.37% in 2024 Q2. The latest visible filing shows SWKS at 0.70% 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 LETKO, BROSSEAU & ASSOCIATES INC'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
2025 Q4

SWKS was reported at 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.37% in 2024 Q2

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 2025 Q4

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.

SWKS stock page LETKO, BROSSEAU & ASSOCIATES INC fund profile LETKO, BROSSEAU & ASSOCIATES INC full holdings
How LETKO, BROSSEAU & ASSOCIATES INC held SWKS — position size vs. price
% of Fund (quarterly)    SWKS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 671,432 -110,265 -14.1% 0.70% $42.6M 2026-02-14 (Est.) $61.36
2025 Q3 ADDED 781,697 +12,081 +1.6% 1.03% $60.2M 2025-11-12 $67.86
2025 Q2 ADDED 769,616 +38,529 +5.3% 1.10% $57.4M 2025-08-08 $68.80
2025 Q1 REDUCED 731,087 -21,588 -2.9% 1.00% $47.3M 2025-05-08 $64.48
2024 Q4 ADDED 752,675 +61,615 +8.9% 1.29% $66.7M 2025-02-14 $62.52
2024 Q3 ADDED 691,060 +11,655 +1.7% 1.24% $68.3M 2024-11-07 $85.77
2024 Q2 ADDED 679,405 +18,505 +2.8% 1.37% $72.4M 2024-08-06 $92.74
2024 Q1 ADDED 660,900 +852 +0.1% 1.24% $71.6M 2024-05-08 $86.51
2023 Q4 REDUCED 660,048 -2,809 -0.4% 1.35% $74.2M 2024-02-12 $97.83
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SWKS

As of 2026 Q1 — sorted by position size

Miller Global Investments, LLC 0.39% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 0.35% TOUNJIAN ADVISORY PARTNERS, LLC 0.34% City Center Advisors, LLC 0.22% AAFMAA Wealth Management & Trust LLC 3Y 0.14% Marex Group plc 0.05% NorthCrest Asset Manangement, LLC 3Y 0.04% Versant Capital Management, Inc 3Y 7Y 0.02% Ares Financial Consulting, LLC 0.01% GAMMA Investing LLC 0.01%

FAQ About LETKO, BROSSEAU & ASSOCIATES INC and SWKS

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

How long has LETKO, BROSSEAU & ASSOCIATES INC reported owning SWKS?

LETKO, BROSSEAU & ASSOCIATES INC reported SWKS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SWKS position in LETKO, BROSSEAU & ASSOCIATES INC's portfolio?

The largest reported portfolio weight for SWKS was 1.37% in 2024 Q2.

What is the latest reported SWKS position on this page?

The most recent filing on this page is 2025 Q4, when LETKO, BROSSEAU & ASSOCIATES INC reported 671,432 shares, equal to 0.70% of portfolio, with an estimated market value of $42.6M.

What does the chart on this SWKS ownership page compare?

The chart compares LETKO, BROSSEAU & ASSOCIATES INC'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.

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