Arnold Van Den Berg's ILMN Position Overview
Arnold Van Den Berg (via Van Den Berg Management I, INC) currently holds 49.0K shares of Illumina, Inc. (ILMN) worth $4.65 M, representing 1.17% of the portfolio. First purchased in 2022-Q1, this medium-term investment has been held for 15 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 19.9K shares. Largest reduction occurred in Q3 2024, reducing 718 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2022 | +614 | New Buy | 614 | $340.39 |
| Q2 2022 | +1,670 | Add 271.99% | 2,284 | $179.51 |
| Q3 2022 | -36 | Reduce 1.58% | 2,248 | $185.50 |
| Q4 2022 | +272 | Add 12.10% | 2,520 | $196.66 |
| Q1 2023 | +4 | Add 0.16% | 2,524 | $226.19 |
| Q3 2023 | +8,415 | Add 333.40% | 10,939 | $133.54 |
| Q4 2023 | +4,978 | Add 45.51% | 15,917 | $135.44 |
| Q1 2024 | +9 | Add 0.06% | 15,926 | $133.58 |
| Q2 2024 | +9,248 | Add 58.07% | 25,174 | $104.38 |
| Q3 2024 | -718 | Reduce 2.85% | 24,456 | $130.41 |
| Q4 2024 | -31 | Reduce 0.13% | 24,425 | $133.63 |
| Q1 2025 | +19,947 | Add 81.67% | 44,372 | $79.34 |
| Q2 2025 | +4,693 | Add 10.58% | 49,065 | $95.41 |
| Q3 2025 | -77 | Reduce 0.16% | 48,988 | $94.97 |
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 15 quarters since Q1 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Arnold Van Den Berg's largest addition to Illumina, Inc. (ILMN) was in Q1 2025, adding 44,372 shares worth $3.52 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Arnold Van Den Berg's firm, Van Den Berg Management I, INC, owns 48,988 shares of Illumina, Inc. (ILMN), valued at approximately $4.65 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Illumina, Inc. (ILMN) represents approximately 1.17% of Arnold Van Den Berg's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Arnold Van Den Berg's peak holding in Illumina, Inc. (ILMN) was 49,065 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.