BXM Wealth’s Omnicom Group OMC Stock Holding History

BXM Wealth’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 Q4	–	Sell	-2,560	Closed	-$209K	–	151
2025 Q3	$209K	Buy	+2,560	New	+$193K	0.2%	123

Other funds holding OMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BXM Wealth's OMC Position: Q4 2025 in Review

BXM Wealth sold out of Omnicom Group (OMC) in Q4 2025, closing a stake of 2,560 shares — an estimated $209K sold.

BXM Wealth first reported a position in OMC in Q3 2025 and held it in 1 quarter. The position peaked at $209K in Q3 2025. 1,140 funds tracked by Wall St. Rank hold OMC as of Q4 2025.

BXM Wealth reported no remaining Omnicom Group position as of Q4 2025 after selling out during the quarter.
BXM Wealth sold 2,560 Omnicom Group shares in Q4 2025, an estimated $209K.
BXM Wealth first reported a position in Omnicom Group in Q3 2025 and held it in 1 quarter.
BXM Wealth's Omnicom Group position peaked at $209K in Q3 2025.
1,140 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2025.

Based on BXM Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.