Arnold Van Den Berg's ILMN Position Overview
Arnold Van Den Berg (via Van Den Berg Management I, INC) currently holds 46,556 shares of Illumina, Inc. (ILMN) worth $6.11 M, representing 1.40% of the portfolio. First purchased in 2022-Q1, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Arnold Van Den Berg has maintained a strategic position in ILMN, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 19,947 shares. Largest reduction occurred in Q4 2025, reducing 2,432 shares.
Analysis based on 13F filings available since 2013 Q2
Arnold Van Den Berg's Illumina (ILMN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Illumina (ILMN) Trades by Arnold Van Den Berg
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -2,432 | Reduce 4.96% | 46,556 | $131.16 |
| Q3 2025 | -77 | Reduce 0.16% | 48,988 | $94.97 |
| Q2 2025 | +4,693 | Add 10.58% | 49,065 | $95.41 |
| Q1 2025 | +19,947 | Add 81.67% | 44,372 | $79.34 |
| Q4 2024 | -31 | Reduce 0.13% | 24,425 | $133.63 |
| Q3 2024 | -718 | Reduce 2.85% | 24,456 | $130.41 |
| Q2 2024 | +9,248 | Add 58.07% | 25,174 | $104.38 |
| Q1 2024 | +9 | Add 0.06% | 15,926 | $133.58 |
| Q4 2023 | +4,978 | Add 45.51% | 15,917 | $135.44 |
| Q3 2023 | +8,415 | Add 333.40% | 10,939 | $133.54 |
| Q1 2023 | +4 | Add 0.16% | 2,524 | $226.19 |
| Q4 2022 | +272 | Add 12.10% | 2,520 | $196.66 |
| Q3 2022 | -36 | Reduce 1.58% | 2,248 | $185.50 |
| Q2 2022 | +1,670 | Add 271.99% | 2,284 | $179.51 |
| Q1 2022 | +614 | New Buy | 614 | $340.39 |
Arnold Van Den Berg's Illumina Investment FAQs
Arnold Van Den Berg first purchased Illumina, Inc. (ILMN) in Q1 2022, acquiring 614 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Arnold Van Den Berg has held Illumina, Inc. (ILMN) for 16 quarters since Q1 2022.
Arnold Van Den Berg's largest addition to Illumina, Inc. (ILMN) was in Q1 2025, adding 44,372 shares worth $3.52 M.
According to the latest 13F filing for Q4 2025, Arnold Van Den Berg's firm, Van Den Berg Management I, INC, owns 46,556 shares of Illumina, Inc. (ILMN), valued at approximately $6.11 M.
As of the Q4 2025 filing, Illumina, Inc. (ILMN) represents approximately 1.40% of Arnold Van Den Berg's publicly disclosed stock portfolio, making it one of their key holdings.
Arnold Van Den Berg's peak holding in Illumina, Inc. (ILMN) was 49,065 shares, as reported at the end of Q2 2025.