Howard Capital Management
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Howard Capital Management’s Illumina ILMN Stock Holding History

Howard Capital 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
Q3 		$27.4M Sell
100,204
-76,106
-43% -$16M 0.33% 40
2026
Q2 		$31M Buy
+176,310
New +$25.8M 0.37% 41
2025
Q2 		– Sell
-4,660
Closed -$370K – 413
2025
Q1 		$370K Sell
4,660
-720
-13% -$77.9K 0.01% 298
2024
Q4 		$719K Buy
5,380
+155
+3% +$22.1K 0.01% 255
2024
Q3 		$681K Buy
+5,225
New +$645K 0.01% 246

Other funds holding ILMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
GuardCap Asset Management
GuardCap Asset Management London, United Kingdom $1.47B AUM 10.92% 1-Year Est. Return

Howard Capital Management's ILMN Position: Q3 2026 in Review

Howard Capital Management reduced its Illumina (ILMN) stake by 43% in Q3 2026, selling an estimated $16M and leaving 100,204 shares worth $27.4M. The position accounts for 0.33% of the portfolio, ranked #40.

Howard Capital Management first reported a position in ILMN in Q3 2024 and has held it in 5 quarters since. The position peaked at $31M in Q2 2026. 635 funds tracked by Wall St. Rank hold ILMN as of Q3 2026.

  • Howard Capital Management held 100,204 shares of Illumina worth $27.4M as of Q3 2026.
  • Howard Capital Management sold 76,106 Illumina shares in Q3 2026, an estimated $16M.
  • Illumina made up 0.33% of Howard Capital Management's portfolio in Q3 2026, its #40 holding.
  • Howard Capital Management first reported a position in Illumina in Q3 2024 and has held it in 5 quarters since.
  • Howard Capital Management's Illumina position peaked at $31M in Q2 2026.
  • 635 funds tracked by Wall St. Rank held Illumina as of Q3 2026.

Based on Howard Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.