Evelyn Partners Investment Management’s Illumina ILMN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$35.9K Sell
291
-171
-37% -$22.5K ﹤0.01% 301
2025
Q4
$60.6K Hold
462
﹤0.01% 270
2025
Q3
$43.9K Sell
462
-55
-11% -$5.46K ﹤0.01% 288
2025
Q2
$49.3K Sell
517
-1,898
-79% -$154K ﹤0.01% 286
2025
Q1
$192K Sell
2,415
-393
-14% -$42.5K 0.01% 198
2024
Q4
$375K Buy
+2,808
New +$400K 0.01% 170

Other funds holding ILMN

Evelyn Partners Investment Management's ILMN Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Illumina (ILMN) stake by 37% in Q1 2026, selling an estimated $22.5K and leaving 291 shares worth $35.9K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Evelyn Partners Investment Management first reported a position in ILMN in Q4 2024 and has held it in 6 quarters since. The position peaked at $375K in Q4 2024. 845 funds tracked by Wall St. Rank hold ILMN as of Q1 2026.

  • Evelyn Partners Investment Management held 291 shares of Illumina worth $35.9K as of Q1 2026.
  • Evelyn Partners Investment Management sold 171 Illumina shares in Q1 2026, an estimated $22.5K.
  • Illumina made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #301 holding.
  • Evelyn Partners Investment Management first reported a position in Illumina in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Illumina position peaked at $375K in Q4 2024.
  • 845 funds tracked by Wall St. Rank held Illumina as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.