Aegis Wealth Management (Maryland)’s Omnicom Group OMC Stock Holding History

Aegis Wealth Management (Maryland)’s Portfolio OMC Stock Details OMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$240K	Sell	3,291 -9	-0.3%	-$677	0.11%	147
2026 Q1	$249K	Buy	3,300 +120	+4%	+$9.31K	0.14%	109
2025 Q4	$257K	Sell	3,180 -48	-1%	-$3.67K	0.15%	108
2025 Q3	$263K	Buy	3,228 +29	+0.9%	+$2.19K	0.14%	107
2025 Q2	$265K	Hold	3,199	–	–	0.16%	99
2025 Q1	$265K	Buy	3,199 +1	+0%	+$84	0.16%	104
2024 Q4	$275K	Buy	+3,198	New	+$317K	0.19%	91

Other funds holding OMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Aegis Wealth Management (Maryland)'s OMC Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) reduced its Omnicom Group (OMC) stake by 0.27% in Q2 2026, selling an estimated $677 and leaving 3,291 shares worth $240K. The position accounts for 0.11% of the portfolio, ranked #147.

Aegis Wealth Management (Maryland) first reported a position in OMC in Q4 2024 and has held it in 7 quarters since. The position peaked at $275K in Q4 2024. 1,090 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

Aegis Wealth Management (Maryland) held 3,291 shares of Omnicom Group worth $240K as of Q2 2026.
Aegis Wealth Management (Maryland) sold 9 Omnicom Group shares in Q2 2026, an estimated $677.
Omnicom Group made up 0.11% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #147 holding.
Aegis Wealth Management (Maryland) first reported a position in Omnicom Group in Q4 2024 and has held it in 7 quarters since.
Aegis Wealth Management (Maryland)'s Omnicom Group position peaked at $275K in Q4 2024.
1,090 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.