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Westmount Partners’s Illumina ILMN Stock Holding History

Westmount Partners’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 		$4M Sell
22,726
-12,393
-35% -$1.81M 0.87% 20
2026
Q1 		$4.33M Sell
35,119
-4,984
-12% -$654K 1.07% 18
2025
Q4 		$5.26M Sell
40,103
-7,506
-16% -$881K 1.31% 16
2025
Q3 		$4.87M Hold
47,609
– – 1.26% 18
2025
Q2 		$4.54M Hold
47,609
– – 1.25% 17
2025
Q1 		$3.78M Hold
47,609
– – 1.15% 18
2024
Q4 		$6.36M Hold
47,609
– – 1.93% 11
2024
Q3 		$6.21M Hold
47,609
– – 1.87% 12
2024
Q2 		$5.02M Sell
47,609
-1,333
-3% -$150K 1.66% 12
2024
Q1 		$6.54M Sell
48,942
-5
-0% -$670 2.35% 7
2023
Q4 		$6.63M Hold
48,947
– – 2.71% 5
2023
Q3 		$6.54M Hold
48,947
– – 2.88% 5
2023
Q2 		$8.93M Hold
48,947
– – 3.89% 4
2023
Q1 		$11.1M Hold
48,947
– – 5.12% 2
2022
Q4 		$9.63M Buy
+48,947
New +$10.1M 5% 3

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Wealth Enhancement Advisory Services
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Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return