GMO (Jeremy Grantham) — SWKS Trade History
Quarter-by-quarter changes in the SKYWORKS SOLUTIONS INC position · CUSIP 83088M102
Currently held · 4.5 YearsFirst seen: 2019 Q3
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | Reduce | 80,030 | -151,579 | -65.4% | $5.4M | 0.01% |
| 2026 Q1 | 2026-05-14 | Add | 231,609 | 171,557 | +285.7% | $12.4M | 0.03% |
| 2025 Q4 | 2026-02-17 | Add | 60,052 | 20,190 | +50.6% | $3.8M | 0.01% |
| 2025 Q3 | 2025-11-13 | Reduce | 39,862 | -74,267 | -65.1% | $3.1M | 0.01% |
| 2025 Q2 | 2025-08-13 | Reduce | 114,129 | -279,326 | -71.0% | $8.5M | 0.03% |
| 2025 Q1 | 2025-05-14 | Add | 393,455 | 18,065 | +4.8% | $25.4M | 0.08% |
| 2024 Q4 | 2025-02-13 | Reduce | 375,390 | -20,490 | -5.2% | $33.3M | 0.11% |
| 2024 Q3 | 2024-11-13 | Reduce | 395,880 | -8,784 | -2.2% | $39.1M | 0.12% |
| 2024 Q2 | 2024-08-13 | Add | 404,664 | 87,560 | +27.6% | $43.1M | 0.15% |
| 2024 Q1 | 2024-05-14 | Reduce | 317,104 | -82,785 | -20.7% | $34.3M | 0.13% |
| 2023 Q4 | 2024-02-13 | Add | 399,889 | 134,065 | +50.4% | $45.0M | 0.20% |
| 2023 Q3 | 2023-11-13 | Add | 265,824 | 31,897 | +13.6% | $26.2M | 0.12% |
| 2023 Q2 | 2023-08-14 | Add | 233,927 | 57,327 | +32.5% | $25.9M | 0.12% |
| 2023 Q1 | 2023-05-12 | Reduce | 176,600 | -8,400 | -4.5% | $20.8M | 0.11% |
| 2022 Q4 | 2023-02-13 | Add | 185,000 | 63,100 | +51.8% | $16.9M | 0.09% |
| 2022 Q3 | 2022-11-10 | Reduce | 121,900 | -12,400 | -9.2% | $10.4M | 0.06% |
| 2022 Q2 | 2022-08-12 | Add | 134,300 | 2,100 | +1.6% | $12.4M | 0.07% |
| 2022 Q1 | 2022-05-13 | New | 132,200 | 132,200 | — | $17.6M | 0.09% |
| 2021 Q4 | 2022-02-11 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-12 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-12 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-13 | Sold out | — | -3,100 | -100.0% | — | — |
| 2020 Q4 | 2021-02-12 | Hold | 3,100 | — | 0.0% | $474.0K | 0.00% |
| 2020 Q3 | 2020-11-13 | Hold | 3,100 | — | 0.0% | $451.0K | 0.00% |
| 2020 Q2 | 2020-08-13 | Reduce | 3,100 | -900 | -22.5% | $396.0K | 0.00% |
| 2020 Q1 | 2020-05-14 | Reduce | 4,000 | -9,428 | -70.2% | $358.0K | 0.00% |
| 2019 Q4 | 2020-02-13 | Reduce | 13,428 | -13,085 | -49.4% | $1.6M | 0.01% |
| 2019 Q3 | 2019-11-13 | New | 26,513 | 26,513 | — | $2.1M | 0.01% |
| 2019 Q2 | 2019-08-13 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-14 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-13 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-14 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-14 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-15 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-14 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-14 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-14 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-15 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-10 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.