Lyell Wealth Management’s Illumina ILMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $328K | Hold |
2,663
| – | – | 0.02% | 178 |
|
|
2025
Q4 | $349K | Buy |
+2,663
| New | +$313K | 0.03% | 173 |
|
|
2025
Q1 | – | Sell |
-1,612
| Closed | -$215K | – | 205 |
|
|
2024
Q4 | $215K | Hold |
1,612
| – | – | 0.02% | 196 |
|
|
2024
Q3 | $210K | Buy |
+1,612
| New | +$199K | 0.02% | 201 |
|
|
2023
Q4 | – | Sell |
-1,839
| Closed | -$246K | – | 198 |
|
|
2023
Q3 | $246K | Sell |
1,839
-4,796
| -72% | -$789K | 0.03% | 161 |
|
|
2023
Q2 | $1.21M | Sell |
6,635
-1,969
| -23% | -$399K | 0.15% | 98 |
|
|
2023
Q1 | $1.95M | Sell |
8,604
-1,924
| -18% | -$394K | 0.27% | 90 |
|
|
2022
Q4 | $2.07M | Sell |
10,528
-2,176
| -17% | -$451K | 0.33% | 81 |
|
|
2022
Q3 | $2.36M | Sell |
12,704
-676
| -5% | -$134K | 0.4% | 77 |
|
|
2022
Q2 | $2.4M | Sell |
13,380
-924
| -6% | -$236K | 0.39% | 78 |
|
|
2022
Q1 | $4.86M | Buy |
14,304
+80
| +0.6% | +$27K | 0.63% | 58 |
|
|
2021
Q4 | $5.26M | Sell |
14,224
-511
| -3% | -$194K | 0.6% | 59 |
|
|
2021
Q3 | $5.81M | Buy |
14,735
+1,033
| +8% | +$475K | 0.71% | 52 |
|
|
2021
Q2 | $6.31M | Sell |
13,702
-2,137
| -13% | -$861K | 0.78% | 49 |
|
|
2021
Q1 | $5.92M | Buy |
15,839
+205
| +1% | +$83.6K | 0.86% | 48 |
|
|
2020
Q4 | $5.63M | Sell |
15,634
-687
| -4% | -$219K | 0.9% | 43 |
|
|
2020
Q3 | $4.91M | Sell |
16,321
-463
| -3% | -$160K | 0.92% | 40 |
|
|
2020
Q2 | $6.05M | Buy |
16,784
+154
| +0.9% | +$49.6K | 1.33% | 29 |
|
|
2020
Q1 | $4.42M | Sell |
16,630
-343
| -2% | -$95.9K | 1.32% | 36 |
|
|
2019
Q4 | $5.48M | Buy |
16,973
+27
| +0.2% | +$8.18K | 1.46% | 28 |
|
|
2019
Q3 | $5.01M | Buy |
16,946
+1,122
| +7% | +$331K | 1.51% | 27 |
|
|
2019
Q2 | $5.67M | Buy |
15,824
+1,436
| +10% | +$453K | 1.71% | 17 |
|
|
2019
Q1 | $4.35M | Buy |
14,388
+2,717
| +23% | +$792K | 1.45% | 26 |
|
|
2018
Q4 | $3.4M | Buy |
11,671
+1,165
| +11% | +$361K | 1.42% | 30 |
|
|
2018
Q3 | $3.75M | Sell |
10,506
-182
| -2% | -$58.3K | 1.26% | 37 |
|
|
2018
Q2 | $2.9M | Buy |
10,688
+39
| +0.4% | +$9.92K | 1.06% | 43 |
|
|
2018
Q1 | $2.45M | Buy |
10,649
+144
| +1% | +$33K | 0.91% | 47 |
|
|
2017
Q4 | $2.23M | Buy |
10,505
+1,074
| +11% | +$221K | 0.89% | 48 |
|
|
2017
Q3 | $1.83M | Buy |
9,431
+1,871
| +25% | +$348K | 0.79% | 51 |
|
|
2017
Q2 | $1.28M | Buy |
7,560
+920
| +14% | +$159K | 0.62% | 55 |
|
|
2017
Q1 | $1.1M | Sell |
6,640
-72
| -1% | -$11.3K | 0.6% | 58 |
|
|
2016
Q4 | $836K | Buy |
+6,712
| New | +$905K | 0.52% | 59 |
|
Other funds holding ILMN
VPM
VCM
CM
SC
Lyell Wealth Management's ILMN Position: Q1 2026 in Review
Lyell Wealth Management held its Illumina (ILMN) position steady in Q1 2026 at 2,663 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #178.
Lyell Wealth Management first reported a position in ILMN in Q4 2016 and has held it in 32 quarters since. The position peaked at $6.31M in Q2 2021. 845 funds tracked by Wall St. Rank hold ILMN as of Q1 2026.
- Lyell Wealth Management held 2,663 shares of Illumina worth $328K as of Q1 2026.
- Lyell Wealth Management left its Illumina share count unchanged in Q1 2026.
- Illumina made up 0.02% of Lyell Wealth Management's portfolio in Q1 2026, its #178 holding.
- Lyell Wealth Management first reported a position in Illumina in Q4 2016 and has held it in 32 quarters since.
- Lyell Wealth Management's Illumina position peaked at $6.31M in Q2 2021.
- 845 funds tracked by Wall St. Rank held Illumina as of Q1 2026.
Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.