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 Q2	$16.2K	Buy	92 +3	+3%	+$439	﹤0.01%	1870
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 $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

Pinnacle Wealth Planning Services's ILMN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Illumina (ILMN) stake by 3.4% in Q2 2026, buying an estimated $439 and bringing the position to 92 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

Pinnacle Wealth Planning Services first reported a position in ILMN in Q2 2020 and has held it in 7 quarters since. The position peaked at $247K in Q2 2020. 937 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

Pinnacle Wealth Planning Services held 92 shares of Illumina worth $16.2K as of Q2 2026.
Pinnacle Wealth Planning Services bought 3 Illumina shares in Q2 2026, an estimated $439.
Illumina made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1870 holding.
Pinnacle Wealth Planning Services first reported a position in Illumina in Q2 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Illumina position peaked at $247K in Q2 2020.
937 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.