Institute for Wealth Management’s Netflix NFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.69M | Buy |
51,612
+7,093
| +16% | +$625K | 0.33% | 58 |
|
|
2026
Q1 | $4.28M | Buy |
44,519
+3,110
| +8% | +$274K | 0.46% | 41 |
|
|
2025
Q4 | $3.88M | Sell |
41,409
-91
| -0.2% | -$9.81K | 0.41% | 47 |
|
|
2025
Q3 | $4.98M | Sell |
41,500
-320
| -0.8% | -$39.1K | 0.52% | 35 |
|
|
2025
Q2 | $5.6M | Sell |
41,820
-1,020
| -2% | -$115K | 0.62% | 30 |
|
|
2025
Q1 | $4M | Buy |
42,840
+70
| +0.2% | +$6.66K | 0.51% | 39 |
|
|
2024
Q4 | $3.81M | Sell |
42,770
-40
| -0.1% | -$3.29K | 0.48% | 38 |
|
|
2024
Q3 | $3.04M | Sell |
42,810
-70
| -0.2% | -$4.68K | 0.38% | 51 |
|
|
2024
Q2 | $2.89M | Buy |
42,880
+580
| +1% | +$36.2K | 0.39% | 48 |
|
|
2024
Q1 | $2.57M | Buy |
42,300
+320
| +0.8% | +$18K | 0.33% | 58 |
|
|
2023
Q4 | $2.04M | Hold |
41,980
| – | – | 0.33% | 71 |
|
|
2023
Q3 | $1.59M | Buy |
41,980
+780
| +2% | +$33.1K | 0.29% | 82 |
|
|
2023
Q2 | $1.81M | Sell |
41,200
-1,710
| -4% | -$63K | 0.31% | 82 |
|
|
2023
Q1 | $1.48M | Sell |
42,910
-280
| -0.6% | -$9.27K | 0.28% | 90 |
|
|
2022
Q4 | $1.27M | Sell |
43,190
-510
| -1% | -$14.3K | 0.27% | 101 |
|
|
2022
Q3 | $1.03M | Buy |
43,700
+770
| +2% | +$17.1K | 0.23% | 113 |
|
|
2022
Q2 | $751K | Buy |
42,930
+330
| +0.8% | +$7.32K | 0.15% | 175 |
|
|
2022
Q1 | $1.6M | Buy |
42,600
+3,010
| +8% | +$125K | 0.26% | 97 |
|
|
2021
Q4 | $2.38M | Buy |
39,590
+10
| +0% | +$639 | 0.39% | 61 |
|
|
2021
Q3 | $2.42M | Hold |
39,580
| – | – | 0.42% | 54 |
|
|
2021
Q2 | $2.09M | Buy |
39,580
+200
| +0.5% | +$10.2K | 0.37% | 65 |
|
|
2021
Q1 | $2.05M | Sell |
39,380
-10
| -0% | -$530 | 0.39% | 64 |
|
|
2020
Q4 | $2.13M | Buy |
39,390
+190
| +0.5% | +$9.63K | 0.42% | 54 |
|
|
2020
Q3 | $1.96M | Sell |
39,200
-20
| -0.1% | -$995 | 0.45% | 47 |
|
|
2020
Q2 | $1.78M | Buy |
39,220
+5,530
| +16% | +$235K | 0.44% | 45 |
|
|
2020
Q1 | $1.26M | Sell |
33,690
-31,400
| -48% | -$1.11M | 0.39% | 63 |
|
|
2019
Q4 | $2.11M | Sell |
65,090
-3,150
| -5% | -$93.4K | 0.48% | 42 |
|
|
2019
Q3 | $1.83M | Sell |
68,240
-2,430
| -3% | -$76K | 0.46% | 48 |
|
|
2019
Q2 | $2.6M | Sell |
70,670
-6,290
| -8% | -$227K | 0.57% | 35 |
|
|
2019
Q1 | $2.74M | Sell |
76,960
-5,370
| -7% | -$186K | 0.6% | 36 |
|
|
2018
Q4 | $2.2M | Buy |
+82,330
| New | +$2.46M | 0.9% | 27 |
|
|
2017
Q3 | – | Sell |
-81,810
| Closed | -$1.22M | – | 341 |
|
|
2017
Q2 | $1.22M | Buy |
+81,810
| New | +$1.26M | 0.34% | 85 |
|
Other funds holding NFLX
Institute for Wealth Management's NFLX Position: Q2 2026 in Review
Institute for Wealth Management increased its Netflix (NFLX) stake by 16% in Q2 2026, buying an estimated $625K and bringing the position to 51,612 shares worth $3.69M. The position accounts for 0.33% of the portfolio, ranked #58.
Institute for Wealth Management first reported a position in NFLX in Q2 2017 and has held it in 32 quarters since. The position peaked at $5.6M in Q2 2025. 3,394 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.
- Institute for Wealth Management held 51,612 shares of Netflix worth $3.69M as of Q2 2026.
- Institute for Wealth Management bought 7,093 Netflix shares in Q2 2026, an estimated $625K.
- Netflix made up 0.33% of Institute for Wealth Management's portfolio in Q2 2026, its #58 holding.
- Institute for Wealth Management first reported a position in Netflix in Q2 2017 and has held it in 32 quarters since.
- Institute for Wealth Management's Netflix position peaked at $5.6M in Q2 2025.
- 3,394 funds tracked by Wall St. Rank held Netflix as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.