Archon Partners’s Netflix NFLX Stock Holding History

Archon Partners’s Portfolio NFLX Stock Details NFLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.7M	Sell	205,500 -5,000	-2%	-$440K	1.57%	21
2026 Q1	$20.2M	Hold	210,500	–	–	2.4%	14
2025 Q4	$19.7M	Hold	210,500	–	–	2.06%	16
2025 Q3	$25.2M	Hold	210,500	–	–	2.68%	14
2025 Q2	$28.2M	Hold	210,500	–	–	3.25%	12
2025 Q1	$19.6M	Hold	210,500	–	–	2.38%	17
2024 Q4	$18.8M	Hold	210,500	–	–	2.18%	19
2024 Q3	$14.9M	Hold	210,500	–	–	1.73%	21
2024 Q2	$14.2M	Hold	210,500	–	–	1.82%	19
2024 Q1	$12.8M	Hold	210,500	–	–	1.56%	25
2023 Q4	$10.2M	Hold	210,500	–	–	1.41%	24
2023 Q3	$7.95M	Hold	210,500	–	–	1.24%	30
2023 Q2	$9.27M	Buy	210,500 +62,500	+42%	+$2.3M	1.39%	27
2023 Q1	$5.11M	Buy	+148,000	New	+$4.9M	0.85%	34
2017 Q1	–	Sell	-435,400	Closed	-$5.39M	–	60
2016 Q4	$5.39M	Buy	+435,400	New	+$5.16M	1.41%	36

Other funds holding NFLX

BlackRock New York $6.73T AUM 46.02% 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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Archon Partners's NFLX Position: Q2 2026 in Review

Archon Partners reduced its Netflix (NFLX) stake by 2.4% in Q2 2026, selling an estimated $440K and leaving 205,500 shares worth $14.7M. The position accounts for 1.57% of the portfolio, ranked #21.

Archon Partners first reported a position in NFLX in Q4 2016 and has held it in 15 quarters since. The position peaked at $28.2M in Q2 2025. 2,528 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

Archon Partners held 205,500 shares of Netflix worth $14.7M as of Q2 2026.
Archon Partners sold 5,000 Netflix shares in Q2 2026, an estimated $440K.
Netflix made up 1.57% of Archon Partners's portfolio in Q2 2026, its #21 holding.
Archon Partners first reported a position in Netflix in Q4 2016 and has held it in 15 quarters since.
Archon Partners's Netflix position peaked at $28.2M in Q2 2025.
2,528 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Archon Partners's 13F filing for Q2 2026, filed 6 Aug 2026.