Axxcess Wealth Management
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Axxcess Wealth Management’s Illumina ILMN Stock Holding History

Axxcess Wealth Management’s Portfolio ILMN Stock Details ILMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$418K Buy
1,526
+353
+30% +$74.2K 0.02% 628
2026
Q2 		$206K Buy
+1,173
New +$172K ﹤0.01% 997
2026
Q1 		– Sell
-1,636
Closed -$215K – 685
2025
Q4 		$215K Buy
+1,636
New +$192K ﹤0.01% 971
2022
Q4 		– Sell
-2,237
Closed -$415K – 639
2022
Q3 		$415K Buy
2,237
+37
+2% +$7.32K 0.04% 350
2022
Q2 		$395K Buy
2,200
+248
+13% +$63.3K 0.04% 350
2022
Q1 		$664K Sell
1,952
-69
-3% -$23.3K 0.05% 299
2021
Q4 		$748K Buy
+2,021
New +$766K 0.05% 276

Other funds holding ILMN

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Beau Ventures, LLc
Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Axxcess Wealth Management's ILMN Position: Q3 2026 in Review

Axxcess Wealth Management increased its Illumina (ILMN) stake by 30% in Q3 2026, buying an estimated $74.2K and bringing the position to 1,526 shares worth $418K. The position accounts for 0.02% of the portfolio, ranked #628.

Axxcess Wealth Management first reported a position in ILMN in Q4 2021 and has held it in 7 quarters since. The position peaked at $748K in Q4 2021. 250 funds tracked by Wall St. Rank hold ILMN as of Q3 2026.

  • Axxcess Wealth Management held 1,526 shares of Illumina worth $418K as of Q3 2026.
  • Axxcess Wealth Management bought 353 Illumina shares in Q3 2026, an estimated $74.2K.
  • Illumina made up 0.02% of Axxcess Wealth Management's portfolio in Q3 2026, its #628 holding.
  • Axxcess Wealth Management first reported a position in Illumina in Q4 2021 and has held it in 7 quarters since.
  • Axxcess Wealth Management's Illumina position peaked at $748K in Q4 2021.
  • 250 funds tracked by Wall St. Rank held Illumina as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.