Fidelity's 12.6% passive stake is a large but routine institutional holding. Monitor for any conversion to a 13D (activist) filing, which would signal a change in intent. No immediate catalyst from this filing alone.
Price Chart
Executive Summary
FMR LLC (Fidelity) filed a Schedule 13G disclosing beneficial ownership of 19,006,368.57 shares of Skyworks Solutions common stock as of September 30, 2026, representing a 12.6% passive stake. This is a routine passive filing by a major asset manager, indicating no intent to influence management.
Key Financial Metrics
Key Facts
- FMR LLC (Fidelity) disclosed a 12.6% beneficial ownership stake in Skyworks Solutions as of September 30, 2026.
- The stake comprises 19,006,368.57 shares of common stock.
- Filing is under Rule 13d-1(b), confirming passive intent with no control or activist purpose.
- Abigail P. Johnson, Chairman and CEO of FMR LLC, is also reported as a beneficial owner of the same 12.6% stake.
- This is an amendment to a prior 13G filing (filed October 6, 2026) and follows other recent passive 13G filings by Capital World Investors, State Street Corp, and Vanguard Capital Management.
Financial Impact
12.6% stake valued at approximately $1.9 billion based on current market price (estimated from share count and typical SWKS price range).
Risk Factors
- No activist or control intent disclosed — passive stance limits near-term stock impact.
- Large institutional ownership concentration (12.6%) could amplify selling pressure if Fidelity reduces its position.
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0000315066-26-002332 |
| Document: 0000315066-26-002332-index-headers.html | 0000315066-26-002332 |
| Document: 0000315066-26-002332-index.html | 0000315066-26-002332 |
| Document: 0000315066-26-002332.txt | 0000315066-26-002332 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 19, 2026 7d ago | SC 13G/A | $80.23 $83.34 | ▲ +3.88% | ▲ +4.02% | $85.38 (+6.42%) |
Oct 7, 2026 19d ago | 3 | $80.75 $79.10 | ▼ −2.04% | ▼ −1.77% | $85.38 (+5.73%) |
Oct 7, 2026 19d ago | 3 | $80.75 $79.10 | ▼ −2.04% | ▼ −1.77% | $85.38 (+5.73%) |
Oct 7, 2026 19d ago | 3 | $80.75 $79.10 | ▼ −2.04% | ▼ −1.77% | $85.38 (+5.73%) |
Oct 7, 2026 19d ago | 3 | $80.75 $79.10 | ▼ −2.04% | ▼ −1.77% | $85.38 (+5.73%) |
Oct 7, 2026 19d ago | 8-K | $80.75 $79.10 | ▼ −2.04% | ▼ −1.77% | $85.38 (+5.73%) |
Oct 7, 2026 20d ago | SC 13G | $83.43 $76.89 | ▼ −7.84% | ▼ −6.86% | $85.38 (+2.34%) |
Oct 6, 2026 20d ago | SC 13G | $83.43 $76.89 | ▼ −7.84% | ▼ −6.86% | $85.38 (+2.34%) |
Oct 5, 2026 22d ago | 8-K | $83.91 $74.70 | ▼ −10.98% | ▼ −11.40% | $85.38 (+1.75%) |
Oct 5, 2026 22d ago | Press Release | $83.91 $74.70 | ▼ −10.98% | ▼ −11.40% | $85.38 (+1.75%) |
US Market Status
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