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Philip James Wealth Mangement’s Illumina ILMN Stock Holding History

Philip James Wealth Mangement’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 		$450K Sell
2,559
-930
-27% -$136K 0.05% 110
2026
Q1 		$430K Sell
3,489
-19
-0.5% -$2.5K 0.05% 121
2025
Q4 		$460K Buy
3,508
+262
+8% +$30.8K 0.05% 126
2025
Q3 		$308K Buy
+3,246
New +$322K 0.04% 149

Other funds holding ILMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Philip James Wealth Mangement's ILMN Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Illumina (ILMN) stake by 27% in Q2 2026, selling an estimated $136K and leaving 2,559 shares worth $450K. The position accounts for 0.05% of the portfolio, ranked #110.

Philip James Wealth Mangement first reported a position in ILMN in Q3 2025 and has held it in 4 quarters since. The position peaked at $460K in Q4 2025. 937 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • Philip James Wealth Mangement held 2,559 shares of Illumina worth $450K as of Q2 2026.
  • Philip James Wealth Mangement sold 930 Illumina shares in Q2 2026, an estimated $136K.
  • Illumina made up 0.05% of Philip James Wealth Mangement's portfolio in Q2 2026, its #110 holding.
  • Philip James Wealth Mangement first reported a position in Illumina in Q3 2025 and has held it in 4 quarters since.
  • Philip James Wealth Mangement's Illumina position peaked at $460K in Q4 2025.
  • 937 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.