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Baker Tilly Wealth Management’s Illumina ILMN Stock Holding History

Baker Tilly 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 		$355K Buy
1,297
+42
+3% +$8.82K 0.07% 203
2026
Q2 		$221K Sell
1,255
-730
-37% -$107K 0.05% 266
2026
Q1 		$245K Sell
1,985
-1,006
-34% -$132K 0.06% 237
2025
Q4 		$392K Buy
2,991
+14
+0.5% +$1.64K 0.1% 183
2025
Q3 		$283K Sell
2,977
-54
-2% -$5.36K 0.06% 227
2025
Q2 		$289K Sell
3,031
-176
-5% -$14.3K 0.1% 188
2025
Q1 		$254K Buy
3,207
+570
+22% +$61.7K 0.1% 203
2024
Q4 		$352K Sell
2,637
-73
-3% -$10.4K 0.14% 168
2024
Q3 		$353K Buy
2,710
+448
+20% +$55.3K 0.16% 158
2024
Q2 		$236K Sell
2,262
-1,195
-35% -$134K 0.1% 235
2024
Q1 		$462K Buy
3,457
+278
+9% +$37.3K 0.08% 274
2023
Q4 		$431K Sell
3,179
-7,320
-70% -$844K 0.07% 314
2023
Q3 		$1.4M Sell
10,499
-8,382
-44% -$1.38M 0.23% 93
2023
Q2 		$3.44M Buy
18,881
+1,591
+9% +$322K 0.36% 64
2023
Q1 		$3.91M Buy
17,290
+156
+0.9% +$31.9K 0.44% 48
2022
Q4 		$3.37M Buy
17,134
+5,926
+53% +$1.23M 0.42% 60
2022
Q3 		$2.08M Sell
11,208
-739
-6% -$146K 0.28% 75
2022
Q2 		$2.14M Buy
11,947
+1,573
+15% +$402K 0.28% 77
2022
Q1 		$3.53M Buy
10,374
+2,178
+27% +$736K 0.39% 58
2021
Q4 		$3.03M Buy
8,196
+1,020
+14% +$386K 0.33% 62
2021
Q3 		$2.83M Buy
7,176
+1,306
+22% +$601K 0.37% 54
2021
Q2 		$2.7M Buy
5,870
+628
+12% +$253K 0.44% 48
2021
Q1 		$1.96M Buy
5,242
+2,686
+105% +$1.1M 0.4% 60
2020
Q4 		$920K Buy
+2,556
New +$815K 0.28% 86

Other funds holding ILMN

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Baker Tilly Wealth Management's ILMN Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Illumina (ILMN) stake by 3.3% in Q3 2026, buying an estimated $8.82K and bringing the position to 1,297 shares worth $355K. The position accounts for 0.07% of the portfolio, ranked #203.

Baker Tilly Wealth Management first reported a position in ILMN in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.91M in Q1 2023. 41 funds tracked by Wall St. Rank hold ILMN as of Q3 2026.

  • Baker Tilly Wealth Management held 1,297 shares of Illumina worth $355K as of Q3 2026.
  • Baker Tilly Wealth Management bought 42 Illumina shares in Q3 2026, an estimated $8.82K.
  • Illumina made up 0.07% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #203 holding.
  • Baker Tilly Wealth Management first reported a position in Illumina in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Illumina position peaked at $3.91M in Q1 2023.
  • 41 funds tracked by Wall St. Rank held Illumina as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.