Evercore Wealth Management’s Netflix NFLX Stock Holding History

Evercore Wealth Management’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	$3.43M	Sell	35,711 -850	-2%	-$74.9K	0.05%	123
2025 Q4	$3.43M	Sell	36,561 -7,509	-17%	-$810K	0.05%	124
2025 Q3	$5.28M	Hold	44,070	–	–	0.08%	102
2025 Q2	$5.9M	Sell	44,070 -750	-2%	-$84.8K	0.09%	92
2025 Q1	$4.18M	Sell	44,820 -130	-0.3%	-$12.4K	0.07%	104
2024 Q4	$4.01M	Hold	44,950	–	–	0.06%	117
2024 Q3	$3.19M	Hold	44,950	–	–	0.05%	127
2024 Q2	$3.03M	Sell	44,950 -1,170	-3%	-$73.1K	0.05%	130
2024 Q1	$2.8M	Sell	46,120 -870	-2%	-$49.1K	0.04%	137
2023 Q4	$2.29M	Buy	46,990 +3,200	+7%	+$140K	0.04%	153
2023 Q3	$1.65M	Buy	43,790 +720	+2%	+$30.5K	0.03%	172
2023 Q2	$1.9M	Buy	43,070 +1,490	+4%	+$54.9K	0.03%	164
2023 Q1	$1.44M	Buy	41,580 +140	+0.3%	+$4.63K	0.03%	178
2022 Q4	$1.22M	Sell	41,440 -5,070	-11%	-$142K	0.03%	189
2022 Q3	$1.09M	Buy	46,510 +3,250	+8%	+$72.2K	0.02%	191
2022 Q2	$757K	Sell	43,260 -3,130	-7%	-$69.4K	0.02%	229
2022 Q1	$1.74M	Buy	46,390 +1,770	+4%	+$73.7K	0.03%	173
2021 Q4	$2.69M	Hold	44,620	–	–	0.04%	145
2021 Q3	$2.72M	Buy	44,620 +1,180	+3%	+$64.9K	0.05%	147
2021 Q2	$2.29M	Sell	43,440 -340	-0.8%	-$17.4K	0.04%	163
2021 Q1	$2.28M	Buy	43,780 +680	+2%	+$36.1K	0.05%	157
2020 Q4	$2.33M	Buy	43,100 +550	+1%	+$27.9K	0.05%	145
2020 Q3	$2.13M	Buy	42,550 +630	+2%	+$31.4K	0.05%	140
2020 Q2	$1.91M	Buy	41,920 +14,870	+55%	+$633K	0.05%	143
2020 Q1	$1.02M	Buy	27,050 +10,230	+61%	+$362K	0.03%	177
2019 Q4	$544K	Buy	16,820 +1,950	+13%	+$57.8K	0.01%	270
2019 Q3	$398K	Sell	14,870 -110	-0.7%	-$3.44K	0.01%	295
2019 Q2	$551K	Buy	14,980 +150	+1%	+$5.41K	0.02%	268
2019 Q1	$529K	Buy	14,830 +180	+1%	+$6.24K	0.02%	262
2018 Q4	$392K	Buy	14,650 +690	+5%	+$20.6K	0.01%	274
2018 Q3	$522K	Buy	13,960 +1,460	+12%	+$53K	0.02%	272
2018 Q2	$489K	Sell	12,500 -3,000	-19%	-$102K	0.02%	274
2018 Q1	$458K	Sell	15,500 -1,750	-10%	-$47.6K	0.02%	254
2017 Q4	$331K	Sell	17,250 -750	-4%	-$14.4K	0.01%	299
2017 Q3	$326K	Sell	18,000 -31,000	-63%	-$541K	0.01%	307
2017 Q2	$732K	Sell	49,000 -3,630	-7%	-$55.8K	0.03%	212
2017 Q1	$778K	Sell	52,630 -280	-0.5%	-$3.93K	0.03%	208
2016 Q4	$655K	Buy	52,910 +9,140	+21%	+$108K	0.03%	230
2016 Q3	$431K	Sell	43,770 -5,000	-10%	-$47.7K	0.02%	263
2016 Q2	$446K	Sell	48,770 -1,530	-3%	-$14.7K	0.02%	252
2016 Q1	$514K	Sell	50,300 -470	-0.9%	-$4.61K	0.02%	236
2015 Q4	$581K	Sell	50,770 -12,230	-19%	-$140K	0.03%	232
2015 Q3	$650K	Buy	63,000 +7,000	+13%	+$75.2K	0.03%	224
2015 Q2	$526K	Sell	56,000 -21,000	-27%	-$176K	0.02%	265
2015 Q1	$458K	Sell	77,000 -7,000	-8%	-$42.5K	0.02%	288
2014 Q4	$410K	Buy	84,000 +77,000	+1,100%	+$413K	0.02%	269
2014 Q3	$45K	Hold	7,000	–	–	﹤0.01%	626
2014 Q2	$44K	Hold	7,000	–	–	﹤0.01%	632
2014 Q1	$35K	Hold	7,000	–	–	﹤0.01%	652
2013 Q4	$37K	Hold	7,000	–	–	﹤0.01%	605
2013 Q3	$31K	Hold	7,000	–	–	﹤0.01%	624
2013 Q2	$21K	Buy	+7,000	New	+$20.8K	﹤0.01%	655

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

Evercore Wealth Management's NFLX Position: Q1 2026 in Review

Evercore Wealth Management reduced its Netflix (NFLX) stake by 2.3% in Q1 2026, selling an estimated $74.9K and leaving 35,711 shares worth $3.43M. The position accounts for 0.05% of the portfolio, ranked #123.

Evercore Wealth Management first reported a position in NFLX in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.9M in Q2 2025. 3,609 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

Evercore Wealth Management held 35,711 shares of Netflix worth $3.43M as of Q1 2026.
Evercore Wealth Management sold 850 Netflix shares in Q1 2026, an estimated $74.9K.
Netflix made up 0.05% of Evercore Wealth Management's portfolio in Q1 2026, its #123 holding.
Evercore Wealth Management first reported a position in Netflix in Q2 2013 and has held it in 52 quarters since.
Evercore Wealth Management's Netflix position peaked at $5.9M in Q2 2025.
3,609 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.