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CM Wealth Advisors’s Netflix NFLX Stock Holding History

CM Wealth Advisors’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 		$3.2M Buy
33,293
+21,796
+190% +$1.92M 0.68% 17
2025
Q4 		$1.08M Buy
+11,497
New +$1.24M 0.24% 40
2024
Q2 		– Sell
-16,830
Closed -$1.02M – 143
2024
Q1 		$1.02M Buy
+16,830
New +$949K 0.29% 37
2023
Q3 		– Sell
-16,830
Closed -$717K – 140
2023
Q2 		$717K Buy
+16,830
New +$620K 0.24% 44

Other funds holding NFLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CM Wealth Advisors's NFLX Position: Q1 2026 in Review

CM Wealth Advisors increased its Netflix (NFLX) stake by 190% in Q1 2026, buying an estimated $1.92M and bringing the position to 33,293 shares worth $3.2M. The position accounts for 0.68% of the portfolio, ranked #17.

CM Wealth Advisors first reported a position in NFLX in Q2 2023 and has held it in 4 quarters since. 3,606 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • CM Wealth Advisors held 33,293 shares of Netflix worth $3.2M as of Q1 2026.
  • CM Wealth Advisors bought 21,796 Netflix shares in Q1 2026, an estimated $1.92M.
  • Netflix made up 0.68% of CM Wealth Advisors's portfolio in Q1 2026, its #17 holding.
  • CM Wealth Advisors first reported a position in Netflix in Q2 2023 and has held it in 4 quarters since.
  • 3,606 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.