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HB Wealth Management’s Illumina ILMN Stock Holding History

HB 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 		$1.07M Buy
6,062
+770
+15% +$113K 0.01% 718
2026
Q1 		$652K Buy
5,292
+343
+7% +$45K ﹤0.01% 850
2025
Q4 		$649K Buy
4,949
+1,142
+30% +$134K ﹤0.01% 784
2025
Q3 		$362K Buy
3,807
+959
+34% +$95.1K ﹤0.01% 990
2025
Q2 		$272K Sell
2,848
-1,181
-29% -$95.8K ﹤0.01% 982
2025
Q1 		$320K Buy
4,029
+421
+12% +$45.6K ﹤0.01% 937
2024
Q4 		$482K Buy
3,608
+864
+31% +$123K ﹤0.01% 632
2024
Q3 		$358K Sell
2,744
-300
-10% -$37K ﹤0.01% 696
2024
Q2 		$318K Buy
3,044
+496
+19% +$55.6K ﹤0.01% 695
2024
Q1 		$340K Buy
2,548
+219
+9% +$29.4K ﹤0.01% 618
2023
Q4 		$316K Buy
2,329
+751
+48% +$86.6K ﹤0.01% 597
2023
Q3 		$211K Sell
1,578
-356
-18% -$58.5K ﹤0.01% 695
2023
Q2 		$353K Sell
1,934
-226
-10% -$45.7K 0.01% 505
2023
Q1 		$489K Buy
2,160
+181
+9% +$37K 0.01% 418
2022
Q4 		$389K Buy
1,979
+146
+8% +$30.3K 0.01% 453
2022
Q3 		$340K Buy
1,833
+619
+51% +$122K 0.01% 414
2022
Q2 		$218K Buy
1,214
+173
+17% +$44.2K ﹤0.01% 525
2022
Q1 		$354K Buy
1,041
+377
+57% +$127K 0.01% 414
2021
Q4 		$246K Buy
+664
New +$252K ﹤0.01% 436

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

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

HB Wealth Management increased its Illumina (ILMN) stake by 15% in Q2 2026, buying an estimated $113K and bringing the position to 6,062 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #718.

HB Wealth Management first reported a position in ILMN in Q4 2021 and has held it in 19 quarters since. 933 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • HB Wealth Management held 6,062 shares of Illumina worth $1.07M as of Q2 2026.
  • HB Wealth Management bought 770 Illumina shares in Q2 2026, an estimated $113K.
  • Illumina made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #718 holding.
  • HB Wealth Management first reported a position in Illumina in Q4 2021 and has held it in 19 quarters since.
  • 933 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.