Waypoint Wealth Counsel’s Illumina ILMN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$454K Sell
3,684
-374
-9% -$49.1K 0.23% 86
2025
Q4
$532K Buy
4,058
+498
+14% +$58.5K 0.2% 97
2025
Q3
$338K Buy
3,560
+198
+6% +$19.6K 0.13% 154
2025
Q2
$321K Buy
+3,362
New +$273K 0.16% 108

Other funds holding ILMN

Waypoint Wealth Counsel's ILMN Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Illumina (ILMN) stake by 9.2% in Q1 2026, selling an estimated $49.1K and leaving 3,684 shares worth $454K. The position accounts for 0.23% of the portfolio, ranked #86.

Waypoint Wealth Counsel first reported a position in ILMN in Q2 2025 and has held it in 4 quarters since. The position peaked at $532K in Q4 2025. 844 funds tracked by Wall St. Rank hold ILMN as of Q1 2026.

  • Waypoint Wealth Counsel held 3,684 shares of Illumina worth $454K as of Q1 2026.
  • Waypoint Wealth Counsel sold 374 Illumina shares in Q1 2026, an estimated $49.1K.
  • Illumina made up 0.23% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #86 holding.
  • Waypoint Wealth Counsel first reported a position in Illumina in Q2 2025 and has held it in 4 quarters since.
  • Waypoint Wealth Counsel's Illumina position peaked at $532K in Q4 2025.
  • 844 funds tracked by Wall St. Rank held Illumina as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.