Moody Lynn & Lieberson’s Illumina ILMN Stock Holding History

Moody Lynn & Lieberson’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	$230K	Buy	+1,307	New	+$191K	0.01%	243
2015 Q4	–	Sell	-3,525	Closed	-$603K	–	183
2015 Q3	$603K	Buy	3,525 +382	+12%	+$77.2K	0.12%	92
2015 Q2	$668K	Buy	3,143 +70	+2%	+$13.7K	0.11%	109
2015 Q1	$555K	Sell	3,073 -46	-1%	-$8.66K	0.09%	109
2014 Q4	$560K	Buy	3,119 +21	+0.7%	+$3.7K	0.08%	125
2014 Q3	$494K	Sell	3,098 -10	-0.3%	-$1.67K	0.07%	119
2014 Q2	$540K	Sell	3,108 -85	-3%	-$12.7K	0.07%	120
2014 Q1	$462K	Sell	3,193 -435	-12%	-$63.9K	0.07%	125
2013 Q4	$390K	Sell	3,628 -28	-0.8%	-$2.56K	0.05%	141
2013 Q3	$287K	Buy	+3,656	New	+$280K	0.04%	147

Other funds holding ILMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Moody Lynn & Lieberson's ILMN Position: Q2 2026 in Review

Moody Lynn & Lieberson opened a new position in Illumina (ILMN) in Q2 2026: 1,307 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #243 among its holdings. This is a return to the name: Moody Lynn & Lieberson previously reported a position in ILMN as recently as Q3 2015.

Moody Lynn & Lieberson first reported a position in ILMN in Q3 2013 and has held it in 10 quarters since. The position peaked at $668K in Q2 2015. 937 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

Moody Lynn & Lieberson held 1,307 shares of Illumina worth $230K as of Q2 2026.
Illumina was a new Moody Lynn & Lieberson position in Q2 2026.
Illumina made up 0.01% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #243 holding.
Moody Lynn & Lieberson first reported a position in Illumina in Q3 2013 and has held it in 10 quarters since.
Moody Lynn & Lieberson's Illumina position peaked at $668K in Q2 2015.
937 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.