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Journey Retirement Planning & Investment Management’s Illumina ILMN Stock Holding History

Journey Retirement Planning & Investment 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 		$213K Sell
1,212
-712
-37% -$104K 0.17% 149
2026
Q1 		$237K Sell
1,924
-8,452
-81% -$1.11M 0.21% 119
2025
Q4 		$1.36M Buy
+10,376
New +$1.22M 0.28% 88

Other funds holding ILMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Journey Retirement Planning & Investment Management's ILMN Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its Illumina (ILMN) stake by 37% in Q2 2026, selling an estimated $104K and leaving 1,212 shares worth $213K. The position accounts for 0.17% of the portfolio, ranked #149.

Journey Retirement Planning & Investment Management first reported a position in ILMN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.36M in Q4 2025. 489 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 1,212 shares of Illumina worth $213K as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 712 Illumina shares in Q2 2026, an estimated $104K.
  • Illumina made up 0.17% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #149 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Illumina in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Illumina position peaked at $1.36M in Q4 2025.
  • 489 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.