Barton Investment Management’s Netflix NFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $225M | Sell |
2,342,962
-28,755
| -1% | -$2.53M | 28.25% | 1 |
|
|
2025
Q4 | $222M | Sell |
2,371,717
-51,393
| -2% | -$5.54M | 23.96% | 2 |
|
|
2025
Q3 | $291M | Sell |
2,423,110
-32,770
| -1% | -$4M | 29.59% | 1 |
|
|
2025
Q2 | $329M | Sell |
2,455,880
-39,440
| -2% | -$4.46M | 34.08% | 1 |
|
|
2025
Q1 | $233M | Sell |
2,495,320
-510,730
| -17% | -$48.6M | 28.58% | 1 |
|
|
2024
Q4 | $268M | Sell |
3,006,050
-57,110
| -2% | -$4.7M | 28.42% | 1 |
|
|
2024
Q3 | $217M | Sell |
3,063,160
-29,350
| -0.9% | -$1.96M | 27.17% | 1 |
|
|
2024
Q2 | $209M | Sell |
3,092,510
-368,720
| -11% | -$23M | 27.76% | 1 |
|
|
2024
Q1 | $210M | Sell |
3,461,230
-161,220
| -4% | -$9.09M | 25.5% | 1 |
|
|
2023
Q4 | $176M | Sell |
3,622,450
-26,440
| -0.7% | -$1.15M | 23.13% | 1 |
|
|
2023
Q3 | $138M | Sell |
3,648,890
-10,760
| -0.3% | -$456K | 22.25% | 1 |
|
|
2023
Q2 | $161M | Sell |
3,659,650
-45,980
| -1% | -$1.69M | 24.21% | 1 |
|
|
2023
Q1 | $128M | Sell |
3,705,630
-176,560
| -5% | -$5.84M | 22.52% | 1 |
|
|
2022
Q4 | $114M | Sell |
3,882,190
-34,920
| -0.9% | -$980K | 22.51% | 1 |
|
|
2022
Q3 | $92.2M | Sell |
3,917,110
-127,680
| -3% | -$2.84M | 18.76% | 1 |
|
|
2022
Q2 | $70.7M | Sell |
4,044,790
-142,090
| -3% | -$3.15M | 14.3% | 2 |
|
|
2022
Q1 | $157M | Sell |
4,186,880
-68,880
| -2% | -$2.87M | 19.87% | 1 |
|
|
2021
Q4 | $256M | Sell |
4,255,760
-14,530
| -0.3% | -$928K | 22.27% | 2 |
|
|
2021
Q3 | $261M | Sell |
4,270,290
-38,190
| -0.9% | -$2.1M | 21.81% | 2 |
|
|
2021
Q2 | $228M | Sell |
4,308,480
-36,670
| -0.8% | -$1.87M | 18.68% | 2 |
|
|
2021
Q1 | $227M | Sell |
4,345,150
-261,920
| -6% | -$13.9M | 21.11% | 2 |
|
|
2020
Q4 | $249M | Sell |
4,607,070
-18,640
| -0.4% | -$945K | 21.39% | 2 |
|
|
2020
Q3 | $231M | Sell |
4,625,710
-78,380
| -2% | -$3.9M | 22.22% | 2 |
|
|
2020
Q2 | $214M | Sell |
4,704,090
-100,350
| -2% | -$4.27M | 21.77% | 2 |
|
|
2020
Q1 | $180M | Sell |
4,804,440
-446,290
| -8% | -$15.8M | 27.97% | 1 |
|
|
2019
Q4 | $170M | Sell |
5,250,730
-86,620
| -2% | -$2.57M | 26.39% | 1 |
|
|
2019
Q3 | $143M | Sell |
5,337,350
-29,430
| -0.5% | -$921K | 23.94% | 1 |
|
|
2019
Q2 | $197M | Sell |
5,366,780
-47,360
| -0.9% | -$1.71M | 29.46% | 1 |
|
|
2019
Q1 | $193M | Sell |
5,414,140
-262,000
| -5% | -$9.08M | 32.22% | 1 |
|
|
2018
Q4 | $152M | Buy |
5,676,140
+135,790
| +2% | +$4.06M | 30.35% | 1 |
|
|
2018
Q3 | $207M | Sell |
5,540,350
-45,400
| -0.8% | -$1.65M | 32.08% | 1 |
|
|
2018
Q2 | $219M | Sell |
5,585,750
-291,670
| -5% | -$9.94M | 35.37% | 1 |
|
|
2018
Q1 | $174M | Sell |
5,877,420
-465,670
| -7% | -$12.7M | 32.01% | 1 |
|
|
2017
Q4 | $122M | Sell |
6,343,090
-123,020
| -2% | -$2.37M | 26.73% | 1 |
|
|
2017
Q3 | $117M | Sell |
6,466,110
-185,700
| -3% | -$3.24M | 27.8% | 1 |
|
|
2017
Q2 | $99.4M | Sell |
6,651,810
-59,900
| -0.9% | -$922K | 26.23% | 1 |
|
|
2017
Q1 | $99.2M | Sell |
6,711,710
-287,570
| -4% | -$4.03M | 28.85% | 1 |
|
|
2016
Q4 | $86.7M | Sell |
6,999,280
-191,450
| -3% | -$2.27M | 28.82% | 1 |
|
|
2016
Q3 | $70.9M | Sell |
7,190,730
-81,340
| -1% | -$777K | 23.86% | 1 |
|
|
2016
Q2 | $66.5M | Sell |
7,272,070
-1,560,940
| -18% | -$15M | 24.21% | 1 |
|
|
2016
Q1 | $90.3M | Buy |
8,833,010
+936,380
| +12% | +$9.19M | 24.77% | 1 |
|
|
2015
Q4 | $90.3M | Sell |
7,896,630
-37,200
| -0.5% | -$425K | 29.63% | 1 |
|
|
2015
Q3 | $81.9M | Sell |
7,933,830
-304,470
| -4% | -$3.27M | 29.76% | 1 |
|
|
2015
Q2 | $77.3M | Sell |
8,238,300
-987,490
| -11% | -$8.26M | 27.36% | 1 |
|
|
2015
Q1 | $54.9M | Sell |
9,225,790
-521,850
| -5% | -$3.17M | 20.24% | 1 |
|
|
2014
Q4 | $47.6M | Sell |
9,747,640
-38,360
| -0.4% | -$206K | 18.21% | 1 |
|
|
2014
Q3 | $63.1M | Buy |
9,786,000
+106,750
| +1% | +$692K | 24.13% | 1 |
|
|
2014
Q2 | $60.9M | Sell |
9,679,250
-62,790
| -0.6% | -$340K | 23.82% | 1 |
|
|
2014
Q1 | $49M | Sell |
9,742,040
-823,830
| -8% | -$4.72M | 20.04% | 1 |
|
|
2013
Q4 | $55.6M | Sell |
10,565,870
-495,670
| -4% | -$2.43M | 22.25% | 1 |
|
|
2013
Q3 | $48.9M | Sell |
11,061,540
-640,430
| -5% | -$2.47M | 22.09% | 1 |
|
|
2013
Q2 | $35.3M | Buy |
+11,701,970
| New | +$34.8M | 18.25% | 1 |
|
Other funds holding NFLX
VCM
VPM
Barton Investment Management's NFLX Position: Q1 2026 in Review
Barton Investment Management reduced its Netflix (NFLX) stake by 1.2% in Q1 2026, selling an estimated $2.53M and leaving 2,342,962 shares worth $225M. The position accounts for 28.25% of the portfolio, ranked #1.
Barton Investment Management first reported a position in NFLX in Q2 2013 and has held it in 52 quarters since. The position peaked at $329M in Q2 2025. 3,606 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.
- Barton Investment Management held 2,342,962 shares of Netflix worth $225M as of Q1 2026.
- Barton Investment Management sold 28,755 Netflix shares in Q1 2026, an estimated $2.53M.
- Netflix made up 28.25% of Barton Investment Management's portfolio in Q1 2026, its #1 holding.
- Barton Investment Management first reported a position in Netflix in Q2 2013 and has held it in 52 quarters since.
- Barton Investment Management's Netflix position peaked at $329M in Q2 2025.
- 3,606 funds tracked by Wall St. Rank held Netflix as of Q1 2026.
Based on Barton Investment Management's 13F filing for Q1 2026, filed 20 Apr 2026.