Monitor for further institutional stake changes and any potential conversion from passive to active filings (13D) by large holders, though Vanguard's passive intent is confirmed.
Price Chart
Executive Summary
Vanguard Portfolio Management LLC filed an amended Schedule 13G disclosing a 5.25% passive stake in Skyworks Solutions as of September 30, 2026, representing 7,913,373 shares. This is a decrease from the prior 7.0% stake reported by BlackRock Inc. and the 9.3% stake reported by Pzena Investment Management, indicating continued institutional redistribution among passive holders.
Key Financial Metrics
Key Facts
- Vanguard Portfolio Management LLC disclosed beneficial ownership of 7,913,373 shares of Skyworks Solutions common stock as of September 30, 2026.
- The stake represents 5.25% of shares outstanding.
- The filing is a passive investment under Rule 13d-1(b) with no intent to influence control.
- Vanguard's stake is lower than the prior 7.0% stake reported by BlackRock and 9.3% by Pzena Investment Management in recent filings.
Financial Impact
No material financial impact; passive stake disclosure with no change in control or strategic intent.
Risk Factors
- No activist or control-related risks identified from this filing.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002100121-26-001098 |
| Document: 0002100121-26-001098-index.html | 0002100121-26-001098 |
| Document: 0002100121-26-001098.txt | 0002100121-26-001098 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G/A | $86.32 | awaiting T+5 | awaiting T+5 | $87.58 (+1.46%) |
Oct 29, 2026 3d ago | Institutional Cluster | $89.43 | awaiting T+5 | awaiting T+5 | $87.58 (−2.07%) |
Oct 27, 2026 5d ago | SC 13G/A | $87.23 | awaiting T+5 | awaiting T+5 | $87.58 (+0.40%) |
Oct 19, 2026 13d ago | SC 13G/A | $80.23 $83.34 | ▲ +3.88% | ▲ +4.02% | $87.58 (+9.16%) |
Oct 7, 2026 25d ago | 3 | $80.75 $79.10 | ▼ −2.04% | ▼ −1.77% | $87.58 (+8.46%) |
Oct 7, 2026 25d ago | 3 | $80.75 $79.10 | ▼ −2.04% | ▼ −1.77% | $87.58 (+8.46%) |
Oct 7, 2026 25d ago | 3 | $80.75 $79.10 | ▼ −2.04% | ▼ −1.77% | $87.58 (+8.46%) |
Oct 7, 2026 25d ago | 3 | $80.75 $79.10 | ▼ −2.04% | ▼ −1.77% | $87.58 (+8.46%) |
Oct 7, 2026 25d ago | 8-K | $80.75 $79.10 | ▼ −2.04% | ▼ −1.77% | $87.58 (+8.46%) |
Oct 7, 2026 25d ago | SC 13G | $83.43 $76.89 | ▼ −7.84% | ▼ −6.86% | $87.58 (+4.97%) |
US Market Status
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