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.
π Peterson Wealth Services underperformed the S&P 500 by β32.6% annually on this SWKS position. Timing score: 33% (5/15 decisions correct). Average cost basis: $109.06. Maximum drawdown during holding period: β54.6%.
β Significantly underperformed the S&P 500 by 32.6% ann.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 15 add/trim decisions correct
Best entry: $61.93 (2025 Q1) Β· Worst: $136.37 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
14 adds Β· 2 trims. Bought during 9 of 10 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.03% of portfolio
β 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.
As of 2025 Q4 β sorted by position size