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LWM Advisory Services’s Netflix NFLX Stock Holding History

LWM Advisory Services’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 		$345K Sell
4,830
-682
-12% -$60.1K 0.62% 52
2026
Q1 		$530K Buy
5,512
+3,032
+122% +$267K 0.57% 38
2025
Q4 		$233K Sell
2,480
-320
-11% -$34.5K 0.14% 77
2025
Q3 		$333K Sell
2,800
-380
-12% -$46.4K 0.19% 77
2025
Q2 		$426K Sell
3,180
-300
-9% -$33.9K 0.29% 64
2025
Q1 		$324K Sell
3,480
-210
-6% -$20K 0.23% 77
2024
Q4 		$328K Buy
3,690
+320
+9% +$26.3K 0.23% 73
2024
Q3 		$239K Buy
+3,370
New +$225K 0.18% 85

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

LWM Advisory Services's NFLX Position: Q2 2026 in Review

LWM Advisory Services reduced its Netflix (NFLX) stake by 12% in Q2 2026, selling an estimated $60.1K and leaving 4,830 shares worth $345K. The position accounts for 0.62% of the portfolio, ranked #52.

LWM Advisory Services first reported a position in NFLX in Q3 2024 and has held it in 8 quarters since. The position peaked at $530K in Q1 2026. 3,362 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • LWM Advisory Services held 4,830 shares of Netflix worth $345K as of Q2 2026.
  • LWM Advisory Services sold 682 Netflix shares in Q2 2026, an estimated $60.1K.
  • Netflix made up 0.62% of LWM Advisory Services's portfolio in Q2 2026, its #52 holding.
  • LWM Advisory Services first reported a position in Netflix in Q3 2024 and has held it in 8 quarters since.
  • LWM Advisory Services's Netflix position peaked at $530K in Q1 2026.
  • 3,362 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.