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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
Q2 		– Sell
-19,744
Closed -$1.49M – 157
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

BKM Wealth Management's OMC Position: Q2 2026 in Review

BKM Wealth Management sold out of Omnicom Group (OMC) in Q2 2026, closing a stake of 19,744 shares — an estimated $1.49M sold.

BKM Wealth Management first reported a position in OMC in Q4 2023 and held it in 8 quarters. The position peaked at $1.66M in Q3 2025. 1,098 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • BKM Wealth Management reported no remaining Omnicom Group position as of Q2 2026 after selling out during the quarter.
  • BKM Wealth Management sold 19,744 Omnicom Group shares in Q2 2026, an estimated $1.49M.
  • BKM Wealth Management first reported a position in Omnicom Group in Q4 2023 and held it in 8 quarters.
  • BKM Wealth Management's Omnicom Group position peaked at $1.66M in Q3 2025.
  • 1,098 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.