SWKS β€” SKYWORKS SOLUTIONS INC

Ownership history in Peterson Wealth Services  Β·  16 quarters on record

This page tracks every 13F SEC filing in which Peterson Wealth Services reported a position in SKYWORKS SOLUTIONS INC (SWKS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.35% (2023 Q3)
πŸ“Š Avg. % of fund
0.63%
πŸ“… First filed
2021 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
16

Position Intelligence

Peterson Wealth Services Γ— SWKS AI Analytics

πŸ“‰ Peterson Wealth Services underperformed the S&P 500 by –32.6% annually on this SWKS position. Timing score: 33% (5/15 decisions correct). Average cost basis: $109.06. Maximum drawdown during holding period: –54.6%.

πŸ“ˆ Position Alpha vs SPY
-32.6%
annualised excess return

❌ Significantly underperformed the S&P 500 by 32.6% ann.
10 quarters analyzed

⏱️ Timing Score
33%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
5 of 15 add/trim decisions correct

πŸ’° Entry Quality
$109.06
-31.0% vs current ($75.21)

Best entry: $61.93 (2025 Q1)  Β·  Worst: $136.37 (2021 Q4)

πŸ›‘οΈ Drawdown Resilience
–54.6%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
88%
buy-side decisions

14 adds Β· 2 trims. Bought during 9 of 10 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.03% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    SWKS price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,446 +85 +6.2% 0.03% $105K $75.21
2025 Q2 ADDED 1,361 +144 +11.8% 0.03% $101K $72.13
2025 Q1 ADDED 1,217 +113 +10.2% 0.02% $79K $61.93
2024 Q4 REDUCED 1,104 -23,519 -95.5% 0.03% $98K $84.09
2024 Q3 ADDED 24,623 +1,710 +7.5% 0.78% $2.4M $92.92
2024 Q2 ADDED 22,913 +1,117 +5.1% 0.85% $2.4M $99.61
2024 Q1 ADDED 21,796 +3,164 +17.0% 0.86% $2.4M $100.50
2023 Q4 ADDED 18,632 +386 +2.1% 0.90% $2.1M $103.64
2023 Q3 ADDED 18,246 +630 +3.6% 1.35% $1.8M $90.23
2023 Q2 ADDED 17,616 +1,287 +7.9% 0.94% $1.9M $100.65
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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