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MJT & Associates Financial Advisory’s Illumina ILMN Stock Holding History

MJT & Associates Financial Advisory’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
Q3 		$7.39K Hold
27
– – ﹤0.01% 227
2026
Q2 		$4.75K Buy
27
+2
+8% +$293 ﹤0.01% 291
2026
Q1 		$3.08K Sell
25
-9
-26% -$1.18K ﹤0.01% 331
2025
Q4 		$4.46K Buy
+34
New +$3.99K ﹤0.01% 294

Other funds holding ILMN

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

MJT & Associates Financial Advisory's ILMN Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Illumina (ILMN) position steady in Q3 2026 at 27 shares worth $7.39K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

MJT & Associates Financial Advisory first reported a position in ILMN in Q4 2025 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold ILMN as of Q3 2026.

  • MJT & Associates Financial Advisory held 27 shares of Illumina worth $7.39K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Illumina share count unchanged in Q3 2026.
  • Illumina made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #227 holding.
  • MJT & Associates Financial Advisory first reported a position in Illumina in Q4 2025 and has held it in 4 quarters since.
  • 51 funds tracked by Wall St. Rank held Illumina as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.