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Legacy Financial Advisors’s Netflix NFLX Stock Holding History

Legacy Financial 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 		$4.86M Buy
50,521
+10,513
+26% +$926K 0.68% 24
2025
Q4 		$3.75M Sell
40,008
-632
-2% -$68.1K 0.52% 29
2025
Q3 		$4.87M Sell
40,640
-770
-2% -$94K 0.67% 26
2025
Q2 		$5.55M Sell
41,410
-280
-0.7% -$31.7K 0.87% 19
2025
Q1 		$3.89M Buy
41,690
+150
+0.4% +$14.3K 0.65% 25
2024
Q4 		$3.7M Sell
41,540
-1,010
-2% -$83.1K 0.61% 28
2024
Q3 		$3.02M Buy
42,550
+640
+2% +$42.8K 0.51% 37
2024
Q2 		$2.83M Buy
41,910
+2,270
+6% +$142K 0.5% 33
2024
Q1 		$2.41M Buy
39,640
+1,710
+5% +$96.4K 0.43% 39
2023
Q4 		$1.85M Buy
37,930
+2,840
+8% +$124K 0.35% 46
2023
Q3 		$1.32M Buy
35,090
+3,130
+10% +$133K 0.27% 52
2023
Q2 		$1.41M Buy
31,960
+1,150
+4% +$42.4K 0.26% 49
2023
Q1 		$1.06M Sell
30,810
-90
-0.3% -$2.98K 0.22% 59
2022
Q4 		$911K Buy
30,900
+5,910
+24% +$166K 0.2% 64
2022
Q3 		$588K Buy
24,990
+8,060
+48% +$179K 0.14% 80
2022
Q2 		$296K Buy
16,930
+7,130
+73% +$158K 0.07% 152
2022
Q1 		$367K Buy
9,800
+900
+10% +$37.5K 0.08% 139
2021
Q4 		$536K Buy
8,900
+1,170
+15% +$74.8K 0.12% 88
2021
Q3 		$472K Buy
7,730
+1,590
+26% +$87.5K 0.12% 82
2021
Q2 		$324K Buy
6,140
+80
+1% +$4.09K 0.08% 115
2021
Q1 		$316K Buy
6,060
+160
+3% +$8.49K 0.09% 103
2020
Q4 		$319K Buy
5,900
+100
+2% +$5.07K 0.09% 92
2020
Q3 		$290K Buy
+5,800
New +$289K 0.09% 86
2019
Q2 		– Sell
-4,180
Closed -$149K – 628
2019
Q1 		$149K Buy
4,180
+820
+24% +$28.4K 0.05% 125
2018
Q4 		$90K Buy
3,360
+200
+6% +$5.99K 0.03% 150
2018
Q3 		$118K Buy
3,160
+390
+14% +$14.2K 0.04% 158
2018
Q2 		$110K Sell
2,770
-360
-12% -$12.3K 0.04% 159
2018
Q1 		$93K Buy
3,130
+610
+24% +$16.6K 0.04% 173
2017
Q4 		$48K Buy
+2,520
New +$48.5K 0.02% 248

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

Legacy Financial Advisors's NFLX Position: Q1 2026 in Review

Legacy Financial Advisors increased its Netflix (NFLX) stake by 26% in Q1 2026, buying an estimated $926K and bringing the position to 50,521 shares worth $4.86M. The position accounts for 0.68% of the portfolio, ranked #24.

Legacy Financial Advisors first reported a position in NFLX in Q4 2017 and has held it in 29 quarters since. The position peaked at $5.55M in Q2 2025. 3,609 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • Legacy Financial Advisors held 50,521 shares of Netflix worth $4.86M as of Q1 2026.
  • Legacy Financial Advisors bought 10,513 Netflix shares in Q1 2026, an estimated $926K.
  • Netflix made up 0.68% of Legacy Financial Advisors's portfolio in Q1 2026, its #24 holding.
  • Legacy Financial Advisors first reported a position in Netflix in Q4 2017 and has held it in 29 quarters since.
  • Legacy Financial Advisors's Netflix position peaked at $5.55M in Q2 2025.
  • 3,609 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.