Sowell Financial Services’s Illumina ILMN Stock Holding History

Sowell Financial 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	$220K	Buy	+1,251	New	+$183K	0.01%	1025
2023 Q2	–	Sell	-1,025	Closed	-$232K	–	678
2023 Q1	$232K	Buy	+1,025	New	+$210K	0.02%	650
2021 Q2	–	Sell	-1,270	Closed	-$466K	–	1564
2021 Q1	$466K	Sell	1,270 -163	-11%	-$66.5K	0.02%	671
2020 Q4	$516K	Buy	1,433 +875	+157%	+$279K	0.02%	513
2020 Q3	$168K	Sell	558 -51	-8%	-$17.6K	0.01%	792
2020 Q2	$219K	Buy	609 +36	+6%	+$11.6K	0.01%	687
2020 Q1	$152K	Buy	573 +217	+61%	+$60.7K	0.01%	728
2019 Q4	$115K	Sell	356 -106	-23%	-$32.1K	0.01%	873
2019 Q3	$137K	Buy	+462	New	+$136K	0.01%	745
2019 Q1	$541K	Buy	1,789 +129	+8%	+$37.6K	0.06%	309
2018 Q4	$484K	Buy	+1,660	New	+$514K	0.07%	278

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

Sowell Financial Services's ILMN Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Illumina (ILMN) in Q2 2026: 1,251 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #1025 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in ILMN as recently as Q1 2023.

Sowell Financial Services first reported a position in ILMN in Q4 2018 and has held it in 11 quarters since. The position peaked at $541K in Q1 2019. 935 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

Sowell Financial Services held 1,251 shares of Illumina worth $220K as of Q2 2026.
Illumina was a new Sowell Financial Services position in Q2 2026.
Illumina made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1025 holding.
Sowell Financial Services first reported a position in Illumina in Q4 2018 and has held it in 11 quarters since.
Sowell Financial Services's Illumina position peaked at $541K in Q1 2019.
935 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.