Bartlett & Co Wealth Management’s Omnicom Group OMC Stock Holding History

Bartlett & Co Wealth Management’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	$16.1K	Buy	219 +88	+67%	+$6.62K	﹤0.01%	921
2026 Q1	$9.99K	Sell	131 -48	-27%	-$3.72K	﹤0.01%	924
2025 Q4	$14.6K	Buy	179 +45	+34%	+$3.44K	﹤0.01%	877
2025 Q3	$10.9K	Buy	+134	New	+$10.1K	﹤0.01%	910
2025 Q2	–	Sell	-1	Closed	-$83	–	1304
2025 Q1	$83	Buy	+1	New	+$84	﹤0.01%	1210
2021 Q4	–	Sell	-25	Closed	-$1.83K	–	727
2021 Q3	$1.83K	Sell	25 -80	-76%	-$5.94K	﹤0.01%	877
2021 Q2	$8.47K	Hold	105	–	–	﹤0.01%	708
2021 Q1	$7.86K	Buy	105 +80	+320%	+$5.52K	﹤0.01%	755
2020 Q4	$1.58K	Hold	25	–	–	﹤0.01%	961
2020 Q3	$1.25K	Hold	25	–	–	﹤0.01%	801
2020 Q2	$1.38K	Hold	25	–	–	﹤0.01%	804
2020 Q1	$1.39K	Buy	25 +12	+92%	+$852	﹤0.01%	793
2019 Q4	$1.05K	Sell	13 -49	-79%	-$3.84K	﹤0.01%	829
2019 Q3	$4.89K	Hold	62	–	–	﹤0.01%	779
2019 Q2	$5.12K	Buy	+62	New	+$4.89K	﹤0.01%	629
2018 Q2	–	Sell	-54	Closed	-$3.96K	–	755
2018 Q1	$3.96K	Buy	+54	New	+$4.05K	﹤0.01%	665

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 $60.8B AUM 26.63% 1-Year Est. Return

Bartlett & Co Wealth Management's OMC Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Omnicom Group (OMC) stake by 67% in Q2 2026, buying an estimated $6.62K and bringing the position to 219 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Bartlett & Co Wealth Management first reported a position in OMC in Q1 2018 and has held it in 16 quarters since. 1,098 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

Bartlett & Co Wealth Management held 219 shares of Omnicom Group worth $16.1K as of Q2 2026.
Bartlett & Co Wealth Management bought 88 Omnicom Group shares in Q2 2026, an estimated $6.62K.
Omnicom Group made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #921 holding.
Bartlett & Co Wealth Management first reported a position in Omnicom Group in Q1 2018 and has held it in 16 quarters since.
1,098 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.