S&T BANK/PA SWKS — SKYWORKS SOLUTIONS INC

Ownership history in S&T BANK/PA  ·  91 quarters on record

AI Ownership Summary

S&T BANK/PA reported SKYWORKS SOLUTIONS INC (SWKS) in 91 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.84% in 2023 Q4. The latest visible filing shows SWKS at 0.43% 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 S&T BANK/PA'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
2026 Q1

SWKS was reported at 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.84% in 2023 Q4

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 2026 Q1

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 S&T BANK/PA fund profile S&T BANK/PA full holdings
How S&T BANK/PA 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 21,438 -15,089 -41.3% 0.43% $1.1M 2026-05-13 $67.55
2025 Q4 REDUCED 13.5% -14.5% ✅ 36,527 -5,708 -13.5% 0.73% $2.3M 2026-02-13 $60.83
2025 Q3 REDUCED 12.1% -15.9% ✅ 42,235 -5,791 -12.1% 0.91% $3.3M 2025-11-14 $64.51
2025 Q2 REDUCED — — — 48,026 -1,042 -2.1% 1.09% $3.6M 2025-08-06 $64.79
2025 Q1 ADDED — — — 49,068 +1,477 +3.1% 1.04% $3.2M 2025-05-15 $68.66
2024 Q4 REDUCED 11.7% -26.3% ✅ 47,591 -6,328 -11.7% 1.35% $4.2M 2025-02-14 $61.98
2024 Q3 REDUCED 10.7% -9.8% ✅ 53,919 -6,480 -10.7% 1.40% $5.3M 2024-11-13 $77.58
2024 Q2 REDUCED 24.9% -6.7% ✅ 60,399 -20,061 -24.9% 1.64% $6.4M 2024-08-14 $97.18
2024 Q1 REDUCED 9.1% -1.1% ✅ 80,460 -8,029 -9.1% 1.67% $8.7M 2024-05-15 $86.83
2023 Q4 REDUCED 5.1% -4.2% ✅ 88,489 -4,721 -5.1% 1.84% $9.9M 2024-02-14 $96.72
81 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

PZENA INVESTMENT MANAGEMENT LLC 3Y 7Y 2.8% Kerrisdale Advisers, LLC 3Y 7Y 2.59% ClearAlpha Technologies LP 1.94% Core Wealth Partners LLC 3Y 0.94% Old West Investment Management, LLC 3Y 7Y 0.9% WINSLOW ASSET MANAGEMENT INC 3Y 7Y 0.84% LETKO, BROSSEAU & ASSOCIATES INC 3Y 7Y 0.79% Mork Capital Management, LLC 3Y 7Y 0.65% ARGA Investment Management, LP 3Y 7Y 0.64% Capital Investment Counsel, Inc 3Y 7Y 0.62%

FAQ About S&T BANK/PA and SWKS

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

How long has S&T BANK/PA reported owning SWKS?

S&T BANK/PA reported SWKS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SWKS position in S&T BANK/PA's portfolio?

The largest reported portfolio weight for SWKS was 1.84% in 2023 Q4.

What is the latest reported SWKS position on this page?

The most recent filing on this page is 2026 Q1, when S&T BANK/PA reported 21,438 shares, equal to 0.43% of portfolio, with an estimated market value of $1.1M.

What does the chart on this SWKS ownership page compare?

The chart compares S&T BANK/PA'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 S&T BANK/PA time their SWKS position?

Based on 13F filing dates vs. subsequent SWKS price moves, S&T BANK/PA correctly timed 39 out of 69 reported position changes (57%). The annualised alpha on SWKS relative to SPY over the holding period was +1.0%.

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