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Bard Financial Services’s Omnicom Group OMC Stock Holding History

Bard Financial Services’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
2025
Q3 		$664K Buy
+8,150
New +$615K 0.07% 134
2024
Q3 		– Sell
-3,875
Closed -$348K – 226
2024
Q2 		$348K Hold
3,875
– – 0.04% 174
2024
Q1 		$375K Sell
3,875
-300
-7% -$26.9K 0.04% 178
2023
Q4 		$361K Hold
4,175
– – 0.04% 174
2023
Q3 		$311K Sell
4,175
-4,660
-53% -$384K 0.04% 176
2023
Q2 		$841K Sell
8,835
-600
-6% -$55.7K 0.06% 176
2023
Q1 		$890K Sell
9,435
-4,000
-30% -$354K 0.07% 177
2022
Q4 		$1.1M Sell
13,435
-3,850
-22% -$286K 0.09% 155
2022
Q3 		$1.1M Buy
17,285
+3,400
+24% +$231K 0.1% 146
2022
Q2 		$883K Buy
13,885
+2,050
+17% +$152K 0.08% 161
2022
Q1 		$1M Sell
11,835
-1,450
-11% -$117K 0.08% 157
2021
Q4 		$973K Buy
+13,285
New +$945K 0.08% 154

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return