Evermay Wealth Management
NFLX icon

Evermay Wealth Management’s Netflix NFLX Stock Holding History

Evermay 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
Q3 		$605K Sell
8,698
-800
-8% -$60.1K 0.06% 114
2026
Q2 		$678K Sell
9,498
-846
-8% -$74.5K 0.07% 113
2026
Q1 		$995K Sell
10,344
-260
-2% -$22.9K 0.11% 85
2025
Q4 		$994K Buy
10,604
+874
+9% +$94.2K 0.11% 88
2025
Q3 		$1.17M Sell
9,730
-120
-1% -$14.6K 0.13% 78
2025
Q2 		$1.32M Buy
9,850
+230
+2% +$26K 0.16% 59
2025
Q1 		$897K Buy
9,620
+1,840
+24% +$175K 0.12% 82
2024
Q4 		$693K Sell
7,780
-50
-0.6% -$4.12K 0.11% 104
2024
Q3 		$555K Buy
7,830
+500
+7% +$33.4K 0.09% 116
2024
Q2 		$495K Hold
7,330
– – 0.08% 127
2024
Q1 		$445K Sell
7,330
-40
-0.5% -$2.26K 0.07% 138
2023
Q4 		$359K Buy
7,370
+6,470
+719% +$282K 0.07% 131
2023
Q3 		$34K Hold
900
– – 0.01% 334
2023
Q2 		$39.6K Sell
900
-250
-22% -$9.21K 0.01% 328
2023
Q1 		$39.7K Buy
1,150
+560
+95% +$18.5K 0.01% 322
2022
Q4 		$17.4K Buy
590
+90
+18% +$2.52K ﹤0.01% 375
2022
Q3 		$12K Hold
500
– – ﹤0.01% 381
2022
Q2 		$9K Sell
500
-2,800
-85% -$62.1K ﹤0.01% 407
2022
Q1 		$124K Hold
3,300
– – 0.02% 232
2021
Q4 		$199K Hold
3,300
– – 0.04% 173
2021
Q3 		$201K Buy
3,300
+2,630
+393% +$145K 0.04% 158
2021
Q2 		$35K Buy
+670
New +$34.2K 0.01% 321
2019
Q3 		– Sell
-10,700
Closed -$393K – 153
2019
Q2 		$393K Hold
10,700
– – 0.11% 94
2019
Q1 		$382K Sell
10,700
-500
-4% -$17.3K 0.11% 93
2018
Q4 		$300K Sell
11,200
-2,200
-16% -$65.8K 0.1% 101
2018
Q3 		$501K Sell
13,400
-2,450
-15% -$88.9K 0.16% 70
2018
Q2 		$620K Sell
15,850
-5,450
-26% -$186K 0.21% 55
2018
Q1 		$629K Buy
21,300
+10,750
+102% +$293K 0.22% 56
2017
Q4 		$203K Buy
+10,550
New +$203K 0.07% 136

Other funds holding NFLX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Evermay Wealth Management's NFLX Position: Q3 2026 in Review

Evermay Wealth Management reduced its Netflix (NFLX) stake by 8.4% in Q3 2026, selling an estimated $60.1K and leaving 8,698 shares worth $605K. The position accounts for 0.06% of the portfolio, ranked #114.

Evermay Wealth Management first reported a position in NFLX in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.32M in Q2 2025. 2,911 funds tracked by Wall St. Rank hold NFLX as of Q3 2026.

  • Evermay Wealth Management held 8,698 shares of Netflix worth $605K as of Q3 2026.
  • Evermay Wealth Management sold 800 Netflix shares in Q3 2026, an estimated $60.1K.
  • Netflix made up 0.06% of Evermay Wealth Management's portfolio in Q3 2026, its #114 holding.
  • Evermay Wealth Management first reported a position in Netflix in Q4 2017 and has held it in 29 quarters since.
  • Evermay Wealth Management's Netflix position peaked at $1.32M in Q2 2025.
  • 2,911 funds tracked by Wall St. Rank held Netflix as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.