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Liberty Wealth Management’s Netflix NFLX Stock Holding History

Liberty 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
Q2 		$494K Hold
5,143
– – 0.06% 149
2026
Q1 		$494K Buy
5,143
+207
+4% +$18.2K 0.06% 149
2025
Q4 		$463K Sell
4,936
-1,914
-28% -$206K 0.06% 142
2025
Q3 		$821K Buy
6,850
+1,650
+32% +$201K 0.12% 94
2025
Q2 		$696K Buy
5,200
+310
+6% +$35.1K 0.11% 100
2025
Q1 		$462K Sell
4,890
-360
-7% -$34.2K 0.09% 94
2024
Q4 		$468K Sell
5,250
-410
-7% -$33.7K 0.08% 124
2024
Q3 		$401K Sell
5,660
-33,360
-85% -$2.23M 0.07% 134
2024
Q2 		$360K Buy
+39,020
New +$2.44M 0.07% 134
2024
Q1 		– Sell
-4,260
Closed -$207K – 194
2023
Q4 		$207K Buy
+4,260
New +$186K 0.04% 158
2023
Q3 		– Sell
-5,210
Closed -$229K – 188
2023
Q2 		$229K Sell
5,210
-11,240
-68% -$414K 0.06% 164
2023
Q1 		$537K Buy
+16,450
New +$544K 0.11% 116
2021
Q4 		– Sell
-2,720
Closed -$166K – 767
2021
Q3 		$166K Buy
2,720
+1,470
+118% +$80.9K 0.06% 194
2021
Q2 		$66K Hold
1,250
– – 0.03% 274
2021
Q1 		$67K Hold
1,250
– – 0.03% 233
2020
Q4 		$67K Buy
1,250
+260
+26% +$13.2K 0.03% 231
2020
Q3 		$50K Sell
990
-70
-7% -$3.48K 0.03% 235
2020
Q2 		$48K Sell
1,060
-630
-37% -$26.8K 0.03% 229
2020
Q1 		$63K Sell
1,690
-20
-1% -$708 0.06% 189
2019
Q4 		$55K Hold
1,710
– – 0.04% 226
2019
Q3 		$46K Buy
1,710
+1,690
+8,450% +$52.9K 0.04% 239
2019
Q2 		$1K Hold
20
– – ﹤0.01% 844
2019
Q1 		$0 Hold
20
– – ﹤0.01% 809
2018
Q4 		$0 Buy
+20
New +$599 ﹤0.01% 785

Other funds holding NFLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Liberty Wealth Management's NFLX Position: Q2 2026 in Review

Liberty Wealth Management held its Netflix (NFLX) position steady in Q2 2026 at 5,143 shares worth $494K. The position accounts for 0.06% of the portfolio, ranked #149.

Liberty Wealth Management first reported a position in NFLX in Q4 2018 and has held it in 24 quarters since. The position peaked at $821K in Q3 2025. 3,389 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Liberty Wealth Management held 5,143 shares of Netflix worth $494K as of Q2 2026.
  • Liberty Wealth Management left its Netflix share count unchanged in Q2 2026.
  • Netflix made up 0.06% of Liberty Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Liberty Wealth Management first reported a position in Netflix in Q4 2018 and has held it in 24 quarters since.
  • Liberty Wealth Management's Netflix position peaked at $821K in Q3 2025.
  • 3,389 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.