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Momentous Wealth Management’s Netflix NFLX Stock Holding History

Momentous 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
Q1 		$248K Buy
2,575
+95
+4% +$8.37K 0.14% 35
2025
Q4 		$233K Buy
2,480
+60
+2% +$6.47K 0.13% 38
2025
Q3 		$290K Buy
2,420
+10
+0.4% +$1.22K 0.18% 29
2025
Q2 		$323K Sell
2,410
-480
-17% -$54.3K 0.21% 29
2025
Q1 		$270K Buy
2,890
+140
+5% +$13.3K 0.19% 32
2024
Q4 		$245K Buy
+2,750
New +$226K 0.2% 33

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

Momentous Wealth Management's NFLX Position: Q1 2026 in Review

Momentous Wealth Management increased its Netflix (NFLX) stake by 3.8% in Q1 2026, buying an estimated $8.37K and bringing the position to 2,575 shares worth $248K. The position accounts for 0.14% of the portfolio, ranked #35.

Momentous Wealth Management first reported a position in NFLX in Q4 2024 and has held it in 6 quarters since. The position peaked at $323K in Q2 2025. 3,607 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • Momentous Wealth Management held 2,575 shares of Netflix worth $248K as of Q1 2026.
  • Momentous Wealth Management bought 95 Netflix shares in Q1 2026, an estimated $8.37K.
  • Netflix made up 0.14% of Momentous Wealth Management's portfolio in Q1 2026, its #35 holding.
  • Momentous Wealth Management first reported a position in Netflix in Q4 2024 and has held it in 6 quarters since.
  • Momentous Wealth Management's Netflix position peaked at $323K in Q2 2025.
  • 3,607 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Momentous Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.