M1 Capital Management’s Netflix NFLX Stock Holding History

M1 Capital 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 Q1	$463K	Buy	4,811 +465	+11%	+$41K	0.21%	66
2025 Q4	$407K	Buy	4,346 +176	+4%	+$19K	0.17%	74
2025 Q3	$500K	Buy	4,170 +610	+17%	+$74.5K	0.22%	61
2025 Q2	$477K	Sell	3,560 -60	-2%	-$6.78K	0.24%	56
2025 Q1	$338K	Buy	3,620 +30	+0.8%	+$2.85K	0.21%	64
2024 Q4	$320K	Buy	+3,590	New	+$295K	0.17%	68

Other funds holding NFLX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

M1 Capital Management's NFLX Position: Q1 2026 in Review

M1 Capital Management increased its Netflix (NFLX) stake by 11% in Q1 2026, buying an estimated $41K and bringing the position to 4,811 shares worth $463K. The position accounts for 0.21% of the portfolio, ranked #66.

M1 Capital Management first reported a position in NFLX in Q4 2024 and has held it in 6 quarters since. The position peaked at $500K in Q3 2025. 3,609 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

M1 Capital Management held 4,811 shares of Netflix worth $463K as of Q1 2026.
M1 Capital Management bought 465 Netflix shares in Q1 2026, an estimated $41K.
Netflix made up 0.21% of M1 Capital Management's portfolio in Q1 2026, its #66 holding.
M1 Capital Management first reported a position in Netflix in Q4 2024 and has held it in 6 quarters since.
M1 Capital Management's Netflix position peaked at $500K in Q3 2025.
3,609 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on M1 Capital Management's 13F filing for Q1 2026, filed 8 May 2026.