JWM
ILMN icon

Jacksonville Wealth Management’s Illumina ILMN Stock Holding History

Jacksonville 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 		$378K Sell
2,150
-99
-4% -$14.5K 0.21% 53
2026
Q1 		$277K Hold
2,249
– – 0.19% 58
2025
Q4 		$295K Sell
2,249
-135
-6% -$15.8K 0.21% 62
2025
Q3 		$226K Sell
2,384
-92
-4% -$9.12K 0.17% 64
2025
Q2 		$236K Buy
+2,476
New +$201K 0.19% 61
2025
Q1 		– Sell
-2,599
Closed -$347K – 63
2024
Q4 		$347K Buy
+2,599
New +$370K 0.32% 47

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

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

Jacksonville Wealth Management reduced its Illumina (ILMN) stake by 4.4% in Q2 2026, selling an estimated $14.5K and leaving 2,150 shares worth $378K. The position accounts for 0.21% of the portfolio, ranked #53.

Jacksonville Wealth Management first reported a position in ILMN in Q4 2024 and has held it in 6 quarters since. 938 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • Jacksonville Wealth Management held 2,150 shares of Illumina worth $378K as of Q2 2026.
  • Jacksonville Wealth Management sold 99 Illumina shares in Q2 2026, an estimated $14.5K.
  • Illumina made up 0.21% of Jacksonville Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Jacksonville Wealth Management first reported a position in Illumina in Q4 2024 and has held it in 6 quarters since.
  • 938 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Jacksonville Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.