Pinnacle Wealth Planning Services’s Illumina ILMN Stock Holding History

Pinnacle Wealth Planning Services’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	$11K	Sell	89 -1	-1%	-$131	﹤0.01%	1961
2025 Q4	$11.8K	Buy	+90	New	+$10.6K	﹤0.01%	1946
2021 Q4	–	Sell	-514	Closed	-$203K	–	443
2021 Q3	$203K	Buy	514 +2	+0.4%	+$920	0.04%	329
2021 Q2	$235K	Buy	+512	New	+$206K	0.05%	284
2021 Q1	–	Sell	-426	Closed	-$153K	–	1111
2020 Q4	$153K	Buy	+426	New	+$136K	0.04%	340
2020 Q3	–	Sell	-684	Closed	-$247K	–	284
2020 Q2	$247K	Buy	+684	New	+$220K	0.08%	185

Other funds holding ILMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's ILMN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Illumina (ILMN) stake by 1.1% in Q1 2026, selling an estimated $131 and leaving 89 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1961.

Pinnacle Wealth Planning Services first reported a position in ILMN in Q2 2020 and has held it in 6 quarters since. The position peaked at $247K in Q2 2020. 844 funds tracked by Wall St. Rank hold ILMN as of Q1 2026.

Pinnacle Wealth Planning Services held 89 shares of Illumina worth $11K as of Q1 2026.
Pinnacle Wealth Planning Services sold 1 Illumina share in Q1 2026, an estimated $131.
Illumina made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1961 holding.
Pinnacle Wealth Planning Services first reported a position in Illumina in Q2 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Illumina position peaked at $247K in Q2 2020.
844 funds tracked by Wall St. Rank held Illumina as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.