AMJ Financial Wealth Management’s Cloudflare NET Stock Holding History

AMJ Financial Wealth Management’s Portfolio NET Stock Details NET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.9M	Hold	52,988	–	–	2.58%	11
2026 Q1	$10.9M	Sell	52,988 -1,825	-3%	-$348K	2.58%	11
2025 Q4	$10.8M	Buy	54,813 +144	+0.3%	+$30.5K	2.55%	9
2025 Q3	$11.7M	Buy	54,669 +2,883	+6%	+$589K	2.8%	11
2025 Q2	$10.1M	Buy	51,786 +7,625	+17%	+$1.11M	2.52%	16
2025 Q1	$4.98M	Buy	+44,161	New	+$5.85M	1.47%	31
2022 Q2	–	Sell	-45,560	Closed	-$5.45M	–	77
2022 Q1	$5.45M	Sell	45,560 -24,988	-35%	-$2.61M	2.19%	21
2021 Q4	$9.28M	Sell	70,548 -26,556	-27%	-$4.45M	3.35%	5
2021 Q3	$10.9M	Buy	97,104 +3,446	+4%	+$412K	4.48%	3
2021 Q2	$9.91M	Buy	93,658 +124	+0.1%	+$10.3K	4.31%	3
2021 Q1	$6.57M	Sell	93,534 -2,131	-2%	-$164K	3.18%	5
2020 Q4	$7.27M	Sell	95,665 -33,255	-26%	-$2.18M	3.71%	3
2020 Q3	$5.29M	Buy	128,920 +1,295	+1%	+$49.6K	3.12%	10
2020 Q2	$4.59M	Buy	+127,625	New	+$3.57M	3.13%	5

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AMJ Financial Wealth Management's NET Position: Q2 2026 in Review

AMJ Financial Wealth Management held its Cloudflare (NET) position steady in Q2 2026 at 52,988 shares worth $10.9M. The position accounts for 2.58% of the portfolio, ranked #11.

AMJ Financial Wealth Management first reported a position in NET in Q2 2020 and has held it in 14 quarters since. The position peaked at $11.7M in Q3 2025. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

AMJ Financial Wealth Management held 52,988 shares of Cloudflare worth $10.9M as of Q2 2026.
AMJ Financial Wealth Management left its Cloudflare share count unchanged in Q2 2026.
Cloudflare made up 2.58% of AMJ Financial Wealth Management's portfolio in Q2 2026, its #11 holding.
AMJ Financial Wealth Management first reported a position in Cloudflare in Q2 2020 and has held it in 14 quarters since.
AMJ Financial Wealth Management's Cloudflare position peaked at $11.7M in Q3 2025.
1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.