Jeremy Grantham's SWKS Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 39,862 shares of Skyworks Solutions, Inc. (SWKS) worth $3.07 M, representing 0.01% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in SWKS, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2023, adding 134,065 shares. Largest reduction occurred in Q2 2025, reducing 279,326 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Skyworks Solutions (SWKS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Skyworks Solutions (SWKS) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2014 | +32,700 | New Buy | 32,700 | $58.04 |
| Q4 2014 | +72,300 | Add 221.10% | 105,000 | $72.71 |
| Q2 2015 | -900 | Reduce 0.86% | 104,100 | $104.10 |
| Q3 2015 | -100 | Reduce 0.10% | 104,000 | $84.21 |
| Q4 2015 | -11,800 | Reduce 11.35% | 92,200 | $76.83 |
| Q1 2016 | -800 | Reduce 0.87% | 91,400 | $77.90 |
| Q2 2016 | -91,400 | Sold Out | 91,400 | $0.00 |
| Q3 2019 | +26,513 | New Buy | 26,513 | $79.24 |
| Q4 2019 | -13,085 | Reduce 49.35% | 13,428 | $120.87 |
| Q1 2020 | -9,428 | Reduce 70.21% | 4,000 | $89.50 |
| Q2 2020 | -900 | Reduce 22.50% | 3,100 | $127.74 |
| Q1 2021 | -3,100 | Sold Out | 3,100 | $0.00 |
| Q1 2022 | +132,200 | New Buy | 132,200 | $133.28 |
| Q2 2022 | +2,100 | Add 1.59% | 134,300 | $92.64 |
| Q3 2022 | -12,400 | Reduce 9.23% | 121,900 | $85.27 |
| Q4 2022 | +63,100 | Add 51.76% | 185,000 | $91.13 |
| Q1 2023 | -8,400 | Reduce 4.54% | 176,600 | $117.98 |
| Q2 2023 | +57,327 | Add 32.46% | 233,927 | $110.69 |
| Q3 2023 | +31,897 | Add 13.64% | 265,824 | $98.59 |
| Q4 2023 | +134,065 | Add 50.43% | 399,889 | $112.42 |
| Q1 2024 | -82,785 | Reduce 20.70% | 317,104 | $108.32 |
| Q2 2024 | +87,560 | Add 27.61% | 404,664 | $106.58 |
| Q3 2024 | -8,784 | Reduce 2.17% | 395,880 | $98.77 |
| Q4 2024 | -20,490 | Reduce 5.18% | 375,390 | $88.68 |
| Q1 2025 | +18,065 | Add 4.81% | 393,455 | $64.63 |
| Q2 2025 | -279,326 | Reduce 70.99% | 114,129 | $74.52 |
| Q3 2025 | -74,267 | Reduce 65.07% | 39,862 | $76.98 |
Jeremy Grantham's Skyworks Solutions Investment FAQs
Jeremy Grantham first purchased Skyworks Solutions, Inc. (SWKS) in Q3 2014, acquiring 32,700 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Skyworks Solutions, Inc. (SWKS) for 45 quarters since Q3 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Skyworks Solutions, Inc. (SWKS) was in Q4 2023, adding 399,889 shares worth $44.96 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 39,862 shares of Skyworks Solutions, Inc. (SWKS), valued at approximately $3.07 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Skyworks Solutions, Inc. (SWKS) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in Skyworks Solutions, Inc. (SWKS) was 404,664 shares, as reported at the end of Q2 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.