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Corvex Management’s Illumina ILMN Stock Holding History

Corvex 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 		$498M Sell
2,830,552
-999,056
-26% -$146M 15.2% 1
2026
Q1 		$472M Hold
3,829,608
– – 18.77% 1
2025
Q4 		$502M Hold
3,829,608
– – 15.35% 1
2025
Q3 		$364M Hold
3,829,608
– – 12.06% 2
2025
Q2 		$365M Hold
3,829,608
– – 15.47% 2
2025
Q1 		$304M Buy
3,829,608
+2,129,449
+125% +$230M 11.5% 2
2024
Q4 		$227M Sell
1,700,159
-580,639
-25% -$82.7M 6.26% 4
2024
Q3 		$297M Sell
2,280,798
-8,688
-0.4% -$1.07M 11.55% 2
2024
Q2 		$239M Buy
2,289,486
+1,256,543
+122% +$141M 11.04% 4
2024
Q1 		$138M Buy
1,032,943
+282,417
+38% +$37.9M 6.4% 4
2023
Q4 		$102M Buy
+750,526
New +$86.6M 5.36% 4
2020
Q4 		– Sell
-128,500
Closed -$38.6M – 45
2020
Q3 		$38.6M Buy
+128,500
New +$44.3M 2.22% 14

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

Corvex Management's ILMN Position: Q2 2026 in Review

Corvex Management reduced its Illumina (ILMN) stake by 26% in Q2 2026, selling an estimated $146M and leaving 2,830,552 shares worth $498M. The position accounts for 15.2% of the portfolio, ranked #1.

Corvex Management first reported a position in ILMN in Q3 2020 and has held it in 12 quarters since. The position peaked at $502M in Q4 2025. 935 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • Corvex Management held 2,830,552 shares of Illumina worth $498M as of Q2 2026.
  • Corvex Management sold 999,056 Illumina shares in Q2 2026, an estimated $146M.
  • Illumina made up 15.2% of Corvex Management's portfolio in Q2 2026, its #1 holding.
  • Corvex Management first reported a position in Illumina in Q3 2020 and has held it in 12 quarters since.
  • Corvex Management's Illumina position peaked at $502M in Q4 2025.
  • 935 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Corvex Management's 13F filing for Q2 2026, filed 14 Aug 2026.