SWM
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SHP Wealth Management’s Illumina ILMN Stock Holding History

SHP Wealth Management’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 		$1.85K Buy
15
+11
+275% +$1.44K ﹤0.01% 1300
2025
Q4 		$523 Buy
+4
New +$470 ﹤0.01% 1360

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 $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 $3.37T AUM 44.26% 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

SHP Wealth Management's ILMN Position: Q1 2026 in Review

SHP Wealth Management increased its Illumina (ILMN) stake by 275% in Q1 2026, buying an estimated $1.44K and bringing the position to 15 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

SHP Wealth Management first reported a position in ILMN in Q4 2025 and has held it in 2 quarters since. 846 funds tracked by Wall St. Rank hold ILMN as of Q1 2026.

  • SHP Wealth Management held 15 shares of Illumina worth $1.85K as of Q1 2026.
  • SHP Wealth Management bought 11 Illumina shares in Q1 2026, an estimated $1.44K.
  • Illumina made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1300 holding.
  • SHP Wealth Management first reported a position in Illumina in Q4 2025 and has held it in 2 quarters since.
  • 846 funds tracked by Wall St. Rank held Illumina as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.