Beck Bode LLC’s Netflix NFLX Stock Holding History

Beck Bode LLC’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 Q1	–	Sell	-178,268	Closed	-$16.7M	–	123
2025 Q4	$16.7M	Buy	178,268 +7,268	+4%	+$784K	2.78%	17
2025 Q3	$20.5M	Buy	171,000 +4,350	+3%	+$531K	3.31%	10
2025 Q2	$22.3M	Sell	166,650 -17,020	-9%	-$1.92M	3.78%	3
2025 Q1	$17.1M	Sell	183,670 -3,330	-2%	-$317K	3.19%	10
2024 Q4	$16.7M	Buy	187,000 +630	+0.3%	+$51.9K	3.04%	5
2024 Q3	$13.2M	Buy	186,370 +15,290	+9%	+$1.02M	2.49%	21
2024 Q2	$11.5M	Buy	+171,080	New	+$10.7M	2.32%	22
2022 Q4	–	Sell	-9,030	Closed	-$213K	–	231
2022 Q3	$213K	Buy	+9,030	New	+$201K	0.05%	168
2022 Q2	–	Sell	-17,320	Closed	-$649K	–	248
2022 Q1	$649K	Buy	+17,320	New	+$721K	0.15%	91
2021 Q3	–	Sell	-105,770	Closed	-$5.59M	–	220
2021 Q2	$5.59M	Buy	+105,770	New	+$5.41M	1.54%	29
2020 Q4	–	Sell	-2,440	Closed	-$122K	–	179
2020 Q3	$122K	Sell	2,440 -160,420	-99%	-$7.98M	0.04%	72
2020 Q2	$7.41M	Buy	162,860 +12,680	+8%	+$540K	3.04%	18
2020 Q1	$6.3M	Buy	+150,180	New	+$5.31M	2.9%	19

Other funds holding NFLX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Beck Bode LLC's NFLX Position: Q1 2026 in Review

Beck Bode LLC sold out of Netflix (NFLX) in Q1 2026, closing a stake of 178,268 shares — an estimated $16.7M sold.

Beck Bode LLC first reported a position in NFLX in Q1 2020 and held it in 13 quarters. The position peaked at $22.3M in Q2 2025. 3,608 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

Beck Bode LLC reported no remaining Netflix position as of Q1 2026 after selling out during the quarter.
Beck Bode LLC sold 178,268 Netflix shares in Q1 2026, an estimated $16.7M.
Beck Bode LLC first reported a position in Netflix in Q1 2020 and held it in 13 quarters.
Beck Bode LLC's Netflix position peaked at $22.3M in Q2 2025.
3,608 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Beck Bode LLC's 13F filing for Q1 2026, filed 7 May 2026.