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Forum Financial Management’s Illumina ILMN Stock Holding History

Forum Financial 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
Q1 		– Sell
-1,731
Closed -$227K – 653
2025
Q4 		$227K Buy
+1,731
New +$203K ﹤0.01% 898
2025
Q3 		– Sell
-2,317
Closed -$221K – 1036
2025
Q2 		$221K Buy
+2,317
New +$188K ﹤0.01% 850
2023
Q3 		– Sell
-1,475
Closed -$269K – 655
2023
Q2 		$269K Buy
1,475
+7
+0.5% +$1.42K 0.01% 476
2023
Q1 		$332K Sell
1,468
-302
-17% -$61.8K 0.01% 370
2022
Q4 		$348K Hold
1,770
– – 0.01% 350
2022
Q3 		$329K Buy
+1,770
New +$350K 0.02% 318
2022
Q2 		– Sell
-925
Closed -$314K – 615
2022
Q1 		$314K Buy
925
+154
+20% +$52K 0.02% 369
2021
Q4 		$285K Buy
+771
New +$292K 0.01% 442

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forum Financial Management's ILMN Position: Q1 2026 in Review

Forum Financial Management sold out of Illumina (ILMN) in Q1 2026, closing a stake of 1,731 shares — an estimated $227K sold.

Forum Financial Management first reported a position in ILMN in Q4 2021 and held it in 8 quarters. The position peaked at $348K in Q4 2022. 847 funds tracked by Wall St. Rank hold ILMN as of Q1 2026.

  • Forum Financial Management reported no remaining Illumina position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,731 Illumina shares in Q1 2026, an estimated $227K.
  • Forum Financial Management first reported a position in Illumina in Q4 2021 and held it in 8 quarters.
  • Forum Financial Management's Illumina position peaked at $348K in Q4 2022.
  • 847 funds tracked by Wall St. Rank held Illumina as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.