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Lyell Wealth Management, LP

SEC CIK
0001686444
Latest filing
Aug 5, 2026

ILMN holding history

Illumina, Inc. in every 13F filed by Lyell Wealth Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ILMN overviewAll 13F holders of ILMNFull Q2 2026 holdings

Shares (Q2 2026)
2,663
Value
$468.2K
% of portfolio
<0.1%
Quarters held
16
Since Q1 2021
Holdings of ILMN by Lyell Wealth Management, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,663$468.2K<0.1%00.0%UnchangedHolders
Q1 20262,663$328.2K<0.1%00.0%UnchangedHolders
Q4 20252,663$349.3K<0.1%+2,663NewHolders
Q1 20250$00.0%−1,612−100.0%Sold outHolders
Q4 20241,612$215.4K<0.1%00.0%UnchangedHolders
Q3 20241,612$210.2K<0.1%+1,612NewHolders
Q4 20230$00.0%−1,789−100.0%Sold outHolders
Q3 20231,789$245.6K<0.1%−4,665−72.3%ReducedHolders
Q2 20236,454$1.21M0.2%−1,916−22.9%ReducedHolders
Q1 20238,370$1.95M0.3%−1,871−18.3%ReducedHolders
Q4 202210,241$2.07M0.3%−2,117−17.1%ReducedHolders
Q3 202212,358$2.36M0.4%−658−5.1%ReducedHolders
Q2 202213,016$2.40M0.4%−898−6.5%ReducedHolders
Q1 202213,914$4.86M0.6%+77+0.6%AddedHolders
Q4 202113,837$5.26M0.6%−497−3.5%ReducedHolders
Q3 202114,334$5.81M0.7%+1,005+7.5%AddedHolders
Q2 202113,329$6.31M0.8%−2,079−13.5%ReducedHolders
Q1 202115,408$5.92M0.9%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.