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 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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bartlett & Co Wealth Management's OMC Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Omnicom Group (OMC) stake by 27% in Q1 2026, selling an estimated $3.72K and leaving 131 shares worth $9.99K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Bartlett & Co Wealth Management first reported a position in OMC in Q1 2018 and has held it in 15 quarters since. The position peaked at $14.6K in Q4 2025. 1,121 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

Bartlett & Co Wealth Management held 131 shares of Omnicom Group worth $9.99K as of Q1 2026.
Bartlett & Co Wealth Management sold 48 Omnicom Group shares in Q1 2026, an estimated $3.72K.
Omnicom Group made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #924 holding.
Bartlett & Co Wealth Management first reported a position in Omnicom Group in Q1 2018 and has held it in 15 quarters since.
Bartlett & Co Wealth Management's Omnicom Group position peaked at $14.6K in Q4 2025.
1,121 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.