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Institute for Wealth Management’s Illumina ILMN Stock Holding History

Institute for 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 		$249K Buy
+1,416
New +$207K 0.02% 460
2025
Q3 		– Sell
-2,228
Closed -$213K – 584
2025
Q2 		$213K Buy
+2,228
New +$181K 0.02% 524
2025
Q1 		– Sell
-2,374
Closed -$317K – 539
2024
Q4 		$317K Sell
2,374
-294
-11% -$41.9K 0.04% 389
2024
Q3 		$348K Sell
2,668
-60
-2% -$7.4K 0.04% 377
2024
Q2 		$285K Buy
2,728
+46
+2% +$5.16K 0.04% 395
2024
Q1 		$358K Sell
2,682
-105
-4% -$14.1K 0.05% 354
2023
Q4 		$377K Buy
2,787
+682
+32% +$78.7K 0.06% 323
2023
Q3 		$281K Sell
2,105
-9
-0.4% -$1.48K 0.05% 364
2023
Q2 		$386K Sell
2,114
-10
-0.5% -$2.02K 0.07% 311
2023
Q1 		$481K Sell
2,124
-181
-8% -$37K 0.09% 270
2022
Q4 		$453K Sell
2,305
-10
-0.4% -$2.07K 0.1% 276
2022
Q3 		$430K Buy
2,315
+7
+0.3% +$1.39K 0.1% 266
2022
Q2 		$414K Buy
2,308
+27
+1% +$6.89K 0.08% 312
2022
Q1 		$775K Sell
2,281
-101
-4% -$34.1K 0.13% 201
2021
Q4 		$881K Sell
2,382
-3
-0.1% -$1.14K 0.14% 181
2021
Q3 		$941K Hold
2,385
– – 0.17% 160
2021
Q2 		$1.1M Sell
2,385
-59
-2% -$23.8K 0.19% 137
2021
Q1 		$913K Sell
2,444
-100
-4% -$40.8K 0.17% 159
2020
Q4 		$916K Sell
2,544
-2
-0.1% -$638 0.18% 145
2020
Q3 		$766K Buy
2,546
+52
+2% +$17.9K 0.17% 151
2020
Q2 		$898K Buy
2,494
+43
+2% +$13.8K 0.22% 121
2020
Q1 		$651K Sell
2,451
-16
-0.6% -$4.47K 0.2% 139
2019
Q4 		$796K Buy
2,467
+406
+20% +$123K 0.18% 163
2019
Q3 		$610K Buy
2,061
+277
+16% +$81.7K 0.15% 201
2019
Q2 		$639K Sell
1,784
-2
-0.1% -$632 0.14% 218
2019
Q1 		$540K Buy
+1,786
New +$521K 0.12% 227
2018
Q1 		– Sell
-1,701
Closed -$362K – 323
2017
Q4 		$362K Buy
+1,701
New +$350K 0.08% 270
2017
Q3 		– Sell
-1,719
Closed -$288K – 315
2017
Q2 		$288K Buy
+1,719
New +$297K 0.08% 323

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's ILMN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Illumina (ILMN) in Q2 2026: 1,416 shares worth $249K. The stake represents 0.02% of the portfolio and ranks #460 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in ILMN as recently as Q2 2025.

Institute for Wealth Management first reported a position in ILMN in Q2 2017 and has held it in 28 quarters since. The position peaked at $1.1M in Q2 2021. 939 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • Institute for Wealth Management held 1,416 shares of Illumina worth $249K as of Q2 2026.
  • Illumina was a new Institute for Wealth Management position in Q2 2026.
  • Illumina made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #460 holding.
  • Institute for Wealth Management first reported a position in Illumina in Q2 2017 and has held it in 28 quarters since.
  • Institute for Wealth Management's Illumina position peaked at $1.1M in Q2 2021.
  • 939 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.