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Legacy Financial Advisors’s Illumina ILMN Stock Holding History

Legacy Financial 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
2026
Q1 		$371K Sell
3,013
-798
-21% -$105K 0.05% 283
2025
Q4 		$500K Buy
3,811
+953
+33% +$112K 0.07% 216
2025
Q3 		$271K Buy
2,858
+263
+10% +$26.1K 0.04% 347
2025
Q2 		$248K Buy
+2,595
New +$211K 0.04% 305
2025
Q1 		– Sell
-2,335
Closed -$312K – 370
2024
Q4 		$312K Buy
2,335
+19
+0.8% +$2.71K 0.05% 270
2024
Q3 		$302K Buy
+2,316
New +$286K 0.05% 277
2024
Q2 		– Sell
-2,055
Closed -$275K – 346
2024
Q1 		$275K Buy
2,055
+169
+9% +$22.7K 0.05% 262
2023
Q4 		$256K Buy
+1,886
New +$218K 0.05% 253
2023
Q3 		– Sell
-1,114
Closed -$203K – 279
2023
Q2 		$203K Buy
1,114
+24
+2% +$4.86K 0.04% 249
2023
Q1 		$247K Buy
+1,090
New +$223K 0.05% 213
2019
Q2 		– Sell
-91
Closed -$28K – 485
2019
Q1 		$28K Buy
91
+53
+139% +$15.5K 0.01% 387
2018
Q4 		$11K Sell
38
-6
-14% -$1.86K ﹤0.01% 540
2018
Q3 		$15K Hold
44
– – 0.01% 423
2018
Q2 		$13K Buy
44
+6
+16% +$1.53K ﹤0.01% 456
2018
Q1 		$8K Buy
38
+13
+52% +$2.98K ﹤0.01% 534
2017
Q4 		$5K Buy
+25
New +$5.14K ﹤0.01% 629

Other funds holding ILMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Financial Advisors's ILMN Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Illumina (ILMN) stake by 21% in Q1 2026, selling an estimated $105K and leaving 3,013 shares worth $371K. The position accounts for 0.05% of the portfolio, ranked #283.

Legacy Financial Advisors first reported a position in ILMN in Q4 2017 and has held it in 16 quarters since. The position peaked at $500K in Q4 2025. 845 funds tracked by Wall St. Rank hold ILMN as of Q1 2026.

  • Legacy Financial Advisors held 3,013 shares of Illumina worth $371K as of Q1 2026.
  • Legacy Financial Advisors sold 798 Illumina shares in Q1 2026, an estimated $105K.
  • Illumina made up 0.05% of Legacy Financial Advisors's portfolio in Q1 2026, its #283 holding.
  • Legacy Financial Advisors first reported a position in Illumina in Q4 2017 and has held it in 16 quarters since.
  • Legacy Financial Advisors's Illumina position peaked at $500K in Q4 2025.
  • 845 funds tracked by Wall St. Rank held Illumina as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.