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Palumbo Wealth Management’s Netflix NFLX Stock Holding History

Palumbo 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 		$294K Sell
4,122
-495
-11% -$43.6K 0.06% 192
2026
Q1 		$444K Sell
4,617
-173
-4% -$15.2K 0.11% 137
2025
Q4 		$449K Sell
4,790
-110
-2% -$11.9K 0.11% 136
2025
Q3 		$420K Buy
4,900
+430
+10% +$52.5K 0.13% 103
2025
Q2 		$599K Buy
4,470
+120
+3% +$13.6K 0.19% 89
2025
Q1 		$406K Buy
4,350
+1,130
+35% +$107K 0.14% 107
2024
Q4 		$287K Hold
3,220
– – 0.11% 126
2024
Q3 		$228K Sell
3,220
-40
-1% -$2.67K 0.09% 131
2024
Q2 		$220K Buy
+3,260
New +$204K 0.09% 122
2022
Q1 		– Sell
-5,150
Closed -$310K – 94
2021
Q4 		$310K Hold
5,150
– – 0.19% 79
2021
Q3 		$314K Sell
5,150
-2,900
-36% -$160K 0.21% 76
2021
Q2 		$425K Sell
8,050
-530
-6% -$27.1K 0.29% 69
2021
Q1 		$448K Sell
8,580
-60
-0.7% -$3.18K 0.34% 68
2020
Q4 		$467K Buy
+8,640
New +$438K 0.38% 61

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

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

Palumbo Wealth Management reduced its Netflix (NFLX) stake by 11% in Q2 2026, selling an estimated $43.6K and leaving 4,122 shares worth $294K. The position accounts for 0.06% of the portfolio, ranked #192.

Palumbo Wealth Management first reported a position in NFLX in Q4 2020 and has held it in 14 quarters since. The position peaked at $599K in Q2 2025. 3,389 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Palumbo Wealth Management held 4,122 shares of Netflix worth $294K as of Q2 2026.
  • Palumbo Wealth Management sold 495 Netflix shares in Q2 2026, an estimated $43.6K.
  • Netflix made up 0.06% of Palumbo Wealth Management's portfolio in Q2 2026, its #192 holding.
  • Palumbo Wealth Management first reported a position in Netflix in Q4 2020 and has held it in 14 quarters since.
  • Palumbo Wealth Management's Netflix position peaked at $599K in Q2 2025.
  • 3,389 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.