Lord & Richards 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
$339K Sell
4,743
-256
-5% -$22.5K 0.27% 48
2026
Q1
$481K Buy
4,999
+490
+11% +$43.2K 0.42% 44
2025
Q4
$423K Buy
4,509
+1,019
+29% +$110K 0.36% 50
2025
Q3
$418K Sell
3,490
-1,320
-27% -$161K 0.38% 50
2025
Q2
$644K Buy
+4,810
New +$544K 0.67% 37

Other funds holding NFLX

Lord & Richards Wealth Management's NFLX Position: Q2 2026 in Review

Lord & Richards Wealth Management reduced its Netflix (NFLX) stake by 5.1% in Q2 2026, selling an estimated $22.5K and leaving 4,743 shares worth $339K. The position accounts for 0.27% of the portfolio, ranked #48.

Lord & Richards Wealth Management first reported a position in NFLX in Q2 2025 and has held it in 5 quarters since. The position peaked at $644K in Q2 2025. 951 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Lord & Richards Wealth Management held 4,743 shares of Netflix worth $339K as of Q2 2026.
  • Lord & Richards Wealth Management sold 256 Netflix shares in Q2 2026, an estimated $22.5K.
  • Netflix made up 0.27% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Lord & Richards Wealth Management first reported a position in Netflix in Q2 2025 and has held it in 5 quarters since.
  • Lord & Richards Wealth Management's Netflix position peaked at $644K in Q2 2025.
  • 951 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.