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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Axxcess Wealth Management's ILMN Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Illumina (ILMN) in Q2 2026: 1,173 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #997 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in ILMN as recently as Q4 2025.

Axxcess Wealth Management first reported a position in ILMN in Q4 2021 and has held it in 6 quarters since. The position peaked at $748K in Q4 2021. 937 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • Axxcess Wealth Management held 1,173 shares of Illumina worth $206K as of Q2 2026.
  • Illumina was a new Axxcess Wealth Management position in Q2 2026.
  • Illumina made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #997 holding.
  • Axxcess Wealth Management first reported a position in Illumina in Q4 2021 and has held it in 6 quarters since.
  • Axxcess Wealth Management's Illumina position peaked at $748K in Q4 2021.
  • 937 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.