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Pinnacle Wealth Management Advisory Group’s Illumina ILMN Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$377K Sell
2,143
-216
-9% -$31.6K 0.02% 354
2026
Q1 		$291K Sell
2,359
-240
-9% -$31.5K 0.02% 418
2025
Q4 		$341K Buy
+2,599
New +$305K 0.02% 366

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 $3.38T AUM 44.17% 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

Pinnacle Wealth Management Advisory Group's ILMN Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Illumina (ILMN) stake by 9.2% in Q2 2026, selling an estimated $31.6K and leaving 2,143 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #354.

Pinnacle Wealth Management Advisory Group first reported a position in ILMN in Q4 2025 and has held it in 3 quarters since. 939 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 2,143 shares of Illumina worth $377K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group sold 216 Illumina shares in Q2 2026, an estimated $31.6K.
  • Illumina made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #354 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Illumina in Q4 2025 and has held it in 3 quarters since.
  • 939 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.