Beaumont Financial Advisors’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
$503K Sell
5,230
-68
-1% -$5.99K 0.03% 236
2025
Q4
$497K Buy
5,298
+318
+6% +$34.3K 0.03% 233
2025
Q3
$598K Buy
4,980
+480
+11% +$58.6K 0.04% 216
2025
Q2
$603K Buy
4,500
+410
+10% +$46.4K 0.04% 202
2025
Q1
$381K Buy
4,090
+180
+5% +$17.1K 0.03% 262
2024
Q4
$349K Buy
3,910
+80
+2% +$6.58K 0.03% 269
2024
Q3
$272K Buy
3,830
+230
+6% +$15.4K 0.02% 287
2024
Q2
$243K Buy
+3,600
New +$225K 0.02% 314
2022
Q4
Sell
-9,590
Closed -$226K 338
2022
Q3
$226K Buy
+9,590
New +$213K 0.02% 275
2022
Q2
Sell
-11,900
Closed -$446K 347
2022
Q1
$446K Buy
11,900
+550
+5% +$22.9K 0.03% 225
2021
Q4
$684K Buy
11,350
+30
+0.3% +$1.92K 0.05% 179
2021
Q3
$691K Buy
11,320
+160
+1% +$8.8K 0.05% 176
2021
Q2
$589K Buy
11,160
+4,540
+69% +$232K 0.04% 189
2021
Q1
$345K Buy
+6,620
New +$351K 0.03% 246
2019
Q3
Sell
-6,820
Closed -$251K 287
2019
Q2
$251K Buy
+6,820
New +$246K 0.03% 213

Other funds holding NFLX

Beaumont Financial Advisors's NFLX Position: Q1 2026 in Review

Beaumont Financial Advisors reduced its Netflix (NFLX) stake by 1.3% in Q1 2026, selling an estimated $5.99K and leaving 5,230 shares worth $503K. The position accounts for 0.03% of the portfolio, ranked #236.

Beaumont Financial Advisors first reported a position in NFLX in Q2 2019 and has held it in 15 quarters since. The position peaked at $691K in Q3 2021. 3,609 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • Beaumont Financial Advisors held 5,230 shares of Netflix worth $503K as of Q1 2026.
  • Beaumont Financial Advisors sold 68 Netflix shares in Q1 2026, an estimated $5.99K.
  • Netflix made up 0.03% of Beaumont Financial Advisors's portfolio in Q1 2026, its #236 holding.
  • Beaumont Financial Advisors first reported a position in Netflix in Q2 2019 and has held it in 15 quarters since.
  • Beaumont Financial Advisors's Netflix position peaked at $691K in Q3 2021.
  • 3,609 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.