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HHM Wealth Advisors’s Illumina ILMN Stock Holding History

HHM Wealth Advisors’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
2025
Q1 		– Sell
-9
Closed -$1.2K – 985
2024
Q4 		$1.2K Buy
+9
New +$1.28K ﹤0.01% 824
2023
Q4 		– Sell
-91
Closed -$12.2K – 785
2023
Q3 		$12.2K Hold
91
– – ﹤0.01% 471
2023
Q2 		$16.7K Hold
91
– – ﹤0.01% 446
2023
Q1 		$20.7K Hold
91
– – ﹤0.01% 414
2022
Q4 		$18K Sell
91
-29
-24% -$6.01K ﹤0.01% 376
2022
Q3 		$22K Hold
120
– – 0.01% 340
2022
Q2 		$22K Hold
120
– – 0.01% 412
2022
Q1 		$41K Hold
120
– – 0.01% 337
2021
Q4 		$45K Hold
120
– – 0.01% 319
2021
Q3 		$47K Buy
120
+11
+10% +$5.06K 0.01% 305
2021
Q2 		$50K Buy
109
+18
+20% +$7.25K 0.01% 299
2021
Q1 		$34K Hold
91
– – 0.01% 324
2020
Q4 		$33K Buy
+91
New +$29K 0.01% 306

Other funds holding ILMN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HHM Wealth Advisors's ILMN Position: Q1 2025 in Review

HHM Wealth Advisors sold out of Illumina (ILMN) in Q1 2025, closing a stake of 9 shares — an estimated $1.2K sold.

HHM Wealth Advisors first reported a position in ILMN in Q4 2020 and held it in 13 quarters. The position peaked at $50K in Q2 2021. 721 funds tracked by Wall St. Rank hold ILMN as of Q1 2025.

  • HHM Wealth Advisors reported no remaining Illumina position as of Q1 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 9 Illumina shares in Q1 2025, an estimated $1.2K.
  • HHM Wealth Advisors first reported a position in Illumina in Q4 2020 and held it in 13 quarters.
  • HHM Wealth Advisors's Illumina position peaked at $50K in Q2 2021.
  • 721 funds tracked by Wall St. Rank held Illumina as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.