BKM Wealth Management’s Omnicom Group OMC Stock Holding History

BKM 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	$1.49M	Buy	19,744 +4,008	+25%	+$311K	0.54%	57
2025 Q4	$1.27M	Sell	15,736 -4,600	-23%	-$351K	0.46%	60
2025 Q3	$1.66M	Buy	20,336 +1,893	+10%	+$143K	0.61%	51
2025 Q2	$1.33M	Buy	18,443 +1,963	+12%	+$145K	0.52%	58
2025 Q1	$1.37M	Buy	16,480 +2,564	+18%	+$214K	0.56%	58
2024 Q4	$1.2M	Buy	13,916 +1,134	+9%	+$112K	0.49%	59
2024 Q3	$1.32M	Buy	+12,782	New	+$1.23M	0.54%	59
2024 Q1	–	Sell	-172	Closed	-$14.9K	–	435
2023 Q4	$14.9K	Buy	+172	New	+$13.6K	0.01%	416

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

BKM Wealth Management's OMC Position: Q1 2026 in Review

BKM Wealth Management increased its Omnicom Group (OMC) stake by 25% in Q1 2026, buying an estimated $311K and bringing the position to 19,744 shares worth $1.49M. The position accounts for 0.54% of the portfolio, ranked #57.

BKM Wealth Management first reported a position in OMC in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.66M in Q3 2025. 1,121 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

BKM Wealth Management held 19,744 shares of Omnicom Group worth $1.49M as of Q1 2026.
BKM Wealth Management bought 4,008 Omnicom Group shares in Q1 2026, an estimated $311K.
Omnicom Group made up 0.54% of BKM Wealth Management's portfolio in Q1 2026, its #57 holding.
BKM Wealth Management first reported a position in Omnicom Group in Q4 2023 and has held it in 8 quarters since.
BKM Wealth Management's Omnicom Group position peaked at $1.66M in Q3 2025.
1,121 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.