SWA
NFLX icon

SFMG Wealth Advisors’s Netflix NFLX Stock Holding History

SFMG Wealth Advisors’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 		$2.07M Buy
21,501
+1,314
+7% +$116K 0.14% 73
2025
Q4 		$1.89M Buy
20,187
+1,217
+6% +$131K 0.13% 74
2025
Q3 		$2.27M Sell
18,970
-7,860
-29% -$959K 0.16% 65
2025
Q2 		$3.59M Buy
26,830
+280
+1% +$31.7K 0.27% 49
2025
Q1 		$2.48M Buy
26,550
+7,320
+38% +$696K 0.2% 63
2024
Q4 		$1.71M Sell
19,230
-730
-4% -$60.1K 0.14% 76
2024
Q3 		$1.42M Sell
19,960
-810
-4% -$54.2K 0.11% 80
2024
Q2 		$1.4M Buy
20,770
+70
+0.3% +$4.37K 0.12% 78
2024
Q1 		$1.26M Buy
20,700
+20
+0.1% +$1.13K 0.11% 86
2023
Q4 		$1.01M Sell
20,680
-330
-2% -$14.4K 0.09% 90
2023
Q3 		$793K Buy
21,010
+1,800
+9% +$76.3K 0.08% 94
2023
Q2 		$846K Sell
19,210
-160
-0.8% -$5.89K 0.09% 94
2023
Q1 		$669K Buy
19,370
+680
+4% +$22.5K 0.07% 109
2022
Q4 		$551K Sell
18,690
-2,990
-14% -$83.9K 0.06% 127
2022
Q3 		$479K Buy
21,680
+1,900
+10% +$42.2K 0.06% 127
2022
Q2 		$346K Buy
19,780
+5,170
+35% +$115K 0.04% 167
2022
Q1 		$547K Sell
14,610
-1,010
-6% -$42K 0.05% 133
2021
Q4 		$941K Sell
15,620
-2,510
-14% -$160K 0.09% 101
2021
Q3 		$1.11M Sell
18,130
-10
-0.1% -$550 0.12% 87
2021
Q2 		$958K Buy
18,140
+230
+1% +$11.8K 0.11% 93
2021
Q1 		$934K Buy
17,910
+300
+2% +$15.9K 0.11% 95
2020
Q4 		$952K Buy
17,610
+1,320
+8% +$66.9K 0.12% 85
2020
Q3 		$815K Buy
16,290
+3,030
+23% +$151K 0.11% 78
2020
Q2 		$603K Buy
13,260
+300
+2% +$12.8K 0.09% 84
2020
Q1 		$487K Buy
12,960
+10
+0.1% +$354 0.07% 76
2019
Q4 		$419K Sell
12,950
-5,200
-29% -$154K 0.05% 114
2019
Q3 		$486K Sell
18,150
-1,000
-5% -$31.3K 0.07% 94
2019
Q2 		$643K Sell
19,150
-280
-1% -$10.1K 0.09% 69
2019
Q1 		$693K Buy
19,430
+1,320
+7% +$45.8K 0.1% 59
2018
Q4 		$459K Buy
18,110
+500
+3% +$15K 0.07% 79
2018
Q3 		$544K Buy
17,610
+1,630
+10% +$59.2K 0.08% 61
2018
Q2 		$626K Sell
15,980
-2,300
-13% -$78.4K 0.1% 62
2018
Q1 		$540K Sell
18,280
-510
-3% -$13.9K 0.09% 67
2017
Q4 		$361K Hold
18,790
– – 0.06% 100
2017
Q3 		$341K Sell
18,790
-3,650
-16% -$63.7K 0.07% 92
2017
Q2 		$335K Buy
22,440
+1,650
+8% +$25.4K 0.07% 86
2017
Q1 		$307K Sell
20,790
-500
-2% -$7.02K 0.06% 88
2016
Q4 		$264K Sell
21,290
-1,800
-8% -$21.3K 0.06% 98
2016
Q3 		$228K Sell
23,090
-390
-2% -$3.72K 0.05% 97
2016
Q2 		$215K Buy
+23,480
New +$226K 0.05% 98

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

SFMG Wealth Advisors's NFLX Position: Q1 2026 in Review

SFMG Wealth Advisors increased its Netflix (NFLX) stake by 6.5% in Q1 2026, buying an estimated $116K and bringing the position to 21,501 shares worth $2.07M. The position accounts for 0.14% of the portfolio, ranked #73.

SFMG Wealth Advisors first reported a position in NFLX in Q2 2016 and has held it in 40 quarters since. The position peaked at $3.59M in Q2 2025. 3,609 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • SFMG Wealth Advisors held 21,501 shares of Netflix worth $2.07M as of Q1 2026.
  • SFMG Wealth Advisors bought 1,314 Netflix shares in Q1 2026, an estimated $116K.
  • Netflix made up 0.14% of SFMG Wealth Advisors's portfolio in Q1 2026, its #73 holding.
  • SFMG Wealth Advisors first reported a position in Netflix in Q2 2016 and has held it in 40 quarters since.
  • SFMG Wealth Advisors's Netflix position peaked at $3.59M in Q2 2025.
  • 3,609 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.