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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Philip James Wealth Mangement's ILMN Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Illumina (ILMN) stake by 0.54% in Q1 2026, selling an estimated $2.5K and leaving 3,489 shares worth $430K. The position accounts for 0.05% of the portfolio, ranked #121.

Philip James Wealth Mangement first reported a position in ILMN in Q3 2025 and has held it in 3 quarters since. The position peaked at $460K in Q4 2025. 844 funds tracked by Wall St. Rank hold ILMN as of Q1 2026.

  • Philip James Wealth Mangement held 3,489 shares of Illumina worth $430K as of Q1 2026.
  • Philip James Wealth Mangement sold 19 Illumina shares in Q1 2026, an estimated $2.5K.
  • Illumina made up 0.05% of Philip James Wealth Mangement's portfolio in Q1 2026, its #121 holding.
  • Philip James Wealth Mangement first reported a position in Illumina in Q3 2025 and has held it in 3 quarters since.
  • Philip James Wealth Mangement's Illumina position peaked at $460K in Q4 2025.
  • 844 funds tracked by Wall St. Rank held Illumina as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.