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Loring Wolcott & Coolidge Fiduciary Advisors’s Illumina ILMN Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2025
Q4 		– Sell
-250
Closed -$25K – 547
2025
Q3 		$25K Sell
250
-4
-2% -$397 ﹤0.01% 470
2025
Q2 		$24.2K Hold
254
– – ﹤0.01% 442
2025
Q1 		$19.4K Sell
254
-380
-60% -$41.1K ﹤0.01% 447
2024
Q4 		$87.5K Hold
634
– – ﹤0.01% 356
2024
Q3 		$89.6K Buy
634
+4
+0.6% +$493 ﹤0.01% 345
2024
Q2 		$78.9K Sell
630
-18
-3% -$2.02K ﹤0.01% 358
2024
Q1 		$75.8K Hold
648
– – ﹤0.01% 357
2023
Q4 		$90.1K Sell
648
-349
-35% -$40.3K ﹤0.01% 359
2023
Q3 		$109K Sell
997
-3,440
-78% -$566K ﹤0.01% 346
2023
Q2 		$809K Sell
4,437
-1,118
-20% -$226K 0.01% 164
2023
Q1 		$1.26M Sell
5,555
-1,633
-23% -$334K 0.01% 141
2022
Q4 		$1.41M Sell
7,188
-144
-2% -$29.8K 0.02% 132
2022
Q3 		$1.36M Buy
7,332
+646
+10% +$128K 0.02% 133
2022
Q2 		$1.2M Buy
6,686
+565
+9% +$144K 0.01% 143
2022
Q1 		$2.08M Sell
6,121
-435
-7% -$147K 0.02% 121
2021
Q4 		$2.43M Buy
6,556
+216
+3% +$81.8K 0.02% 115
2021
Q3 		$2.5M Sell
6,340
-131
-2% -$60.2K 0.02% 111
2021
Q2 		$2.98M Sell
6,471
-17
-0.3% -$6.85K 0.03% 106
2021
Q1 		$2.42M Sell
6,488
-113
-2% -$46.1K 0.03% 107
2020
Q4 		$2.38M Sell
6,601
-181
-3% -$57.7K 0.03% 108
2020
Q3 		$2.04M Sell
6,782
-3,563
-34% -$1.23M 0.03% 111
2020
Q2 		$3.73M Buy
10,345
+3,480
+51% +$1.12M 0.05% 87
2020
Q1 		$1.82M Sell
6,865
-98
-1% -$27.4K 0.03% 107
2019
Q4 		$2.25M Sell
6,963
-66
-0.9% -$20K 0.03% 110
2019
Q3 		$2.08M Buy
7,029
+51
+0.7% +$15K 0.03% 113
2019
Q2 		$2.5M Hold
6,978
– – 0.04% 109
2019
Q1 		$2.11M Buy
6,978
+15
+0.2% +$4.37K 0.03% 115
2018
Q4 		$2.03M Sell
6,963
-180
-3% -$55.8K 0.04% 111
2018
Q3 		$2.55M Hold
7,143
– – 0.04% 113
2018
Q2 		$1.94M Buy
7,143
+1,856
+35% +$472K 0.03% 123
2018
Q1 		$1.22M Buy
5,287
+122
+2% +$28K 0.02% 152
2017
Q4 		$1.1M Hold
5,165
– – 0.02% 158
2017
Q3 		$1M Hold
5,165
– – 0.02% 159
2017
Q2 		$873K Sell
5,165
-1,547
-23% -$268K 0.02% 159
2017
Q1 		$1.11M Sell
6,712
-1,054
-14% -$166K 0.02% 148
2016
Q4 		$967K Buy
7,766
+1,028
+15% +$139K 0.02% 156
2016
Q3 		$1.19M Sell
6,738
-6
-0.1% -$960 0.03% 143
2016
Q2 		$921K Buy
6,744
+1,042
+18% +$148K 0.02% 153
2016
Q1 		$899K Buy
5,702
+13
+0.2% +$1.99K 0.02% 153
2015
Q4 		$1.06M Sell
5,689
-1,218
-18% -$197K 0.03% 150
2015
Q3 		$1.47M Hold
6,907
– – 0.04% 130
2015
Q2 		$1.47M Sell
6,907
-1,095
-14% -$214K 0.04% 130
2015
Q1 		$1.45M Buy
+8,002
New +$1.51M 0.04% 136

Other funds holding ILMN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

Loring Wolcott & Coolidge Fiduciary Advisors's ILMN Position: Q4 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Illumina (ILMN) in Q4 2025, closing a stake of 250 shares — an estimated $25K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ILMN in Q1 2015 and held it in 43 quarters. The position peaked at $3.73M in Q2 2020. 859 funds tracked by Wall St. Rank hold ILMN as of Q4 2025.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Illumina position as of Q4 2025 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 250 Illumina shares in Q4 2025, an estimated $25K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Illumina in Q1 2015 and held it in 43 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Illumina position peaked at $3.73M in Q2 2020.
  • 859 funds tracked by Wall St. Rank held Illumina as of Q4 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.