Carson Wealth (CWM LLC)’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.9M | Buy |
197,406
+50,702
| +35% | +$3.93M | 0.04% | 419 |
|
|
2025
Q4 | $11.8M | Buy |
146,704
+79,577
| +119% | +$6.08M | 0.03% | 459 |
|
|
2025
Q3 | $5.47M | Buy |
67,127
+11,384
| +20% | +$860K | 0.02% | 676 |
|
|
2025
Q2 | $4.01M | Sell |
55,743
-1,225
| -2% | -$90.5K | 0.01% | 661 |
|
|
2025
Q1 | $4.72M | Buy |
56,968
+4,045
| +8% | +$338K | 0.02% | 544 |
|
|
2024
Q4 | $4.55M | Buy |
52,923
+83
| +0.2% | +$8.23K | 0.02% | 495 |
|
|
2024
Q3 | $5.46M | Sell |
52,840
-2,370
| -4% | -$228K | 0.02% | 424 |
|
|
2024
Q2 | $4.95M | Buy |
55,210
+1,113
| +2% | +$103K | 0.02% | 422 |
|
|
2024
Q1 | $5.23M | Buy |
54,097
+2,184
| +4% | +$196K | 0.03% | 410 |
|
|
2023
Q4 | $4.49M | Buy |
51,913
+326
| +0.6% | +$25.7K | 0.02% | 413 |
|
|
2023
Q3 | $3.84M | Sell |
51,587
-69
| -0.1% | -$5.69K | 0.02% | 412 |
|
|
2023
Q2 | $4.92M | Buy |
51,656
+813
| +2% | +$75.5K | 0.03% | 343 |
|
|
2023
Q1 | $4.8M | Buy |
50,843
+192
| +0.4% | +$17K | 0.03% | 326 |
|
|
2022
Q4 | $4.13M | Buy |
50,651
+508
| +1% | +$37.7K | 0.03% | 334 |
|
|
2022
Q3 | $3.16M | Buy |
50,143
+893
| +2% | +$60.6K | 0.03% | 350 |
|
|
2022
Q2 | $3.13M | Sell |
49,250
-526
| -1% | -$38.9K | 0.02% | 350 |
|
|
2022
Q1 | $4.22M | Sell |
49,776
-56,155
| -53% | -$4.51M | 0.03% | 320 |
|
|
2021
Q4 | $7.76M | Buy |
+105,931
| New | +$7.53M | 0.05% | 248 |
|
|
2021
Q2 | $8.31M | Hold |
103,909
| – | – | 0.07% | 218 |
|
|
2021
Q1 | $8.31M | Hold |
103,909
| – | – | 0.07% | 218 |
|
|
2020
Q4 | $8.31M | Hold |
103,909
| – | – | 0.07% | 218 |
|
|
2020
Q3 | $8.31M | Hold |
103,909
| – | – | 0.07% | 218 |
|
|
2020
Q2 | $8.31M | Hold |
103,909
| – | – | 0.07% | 218 |
|
|
2020
Q1 | $8.31M | Hold |
103,909
| – | – | 0.07% | 218 |
|
|
2019
Q4 | $8.31M | Hold |
103,909
| – | – | 0.07% | 218 |
|
|
2019
Q3 | $8.31M | Hold |
103,909
| – | – | 0.07% | 218 |
|
|
2019
Q2 | $8.31M | Hold |
103,909
| – | – | 0.07% | 218 |
|
|
2019
Q1 | $8.31M | Buy |
103,909
+103,729
| +57,627% | +$7.79M | 0.07% | 218 |
|
|
2018
Q4 | $13K | Buy |
+180
| New | +$13.3K | ﹤0.01% | 1254 |
|
|
2018
Q3 | – | Sell |
-21
| Closed | -$2K | – | 1944 |
|
|
2018
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 1402 |
|
|
2018
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 1192 |
|
|
2017
Q4 | $2K | Sell |
21
-67
| -76% | -$4.81K | ﹤0.01% | 1286 |
|
|
2017
Q3 | $7K | Buy |
+88
| New | +$6.78K | ﹤0.01% | 993 |
|
|
2017
Q1 | – | Sell |
-148
| Closed | -$13K | – | 1270 |
|
|
2016
Q4 | $13K | Hold |
148
| – | – | ﹤0.01% | 685 |
|
|
2016
Q3 | $13K | Hold |
148
| – | – | ﹤0.01% | 635 |
|
|
2016
Q2 | $12K | Hold |
148
| – | – | ﹤0.01% | 539 |
|
|
2016
Q1 | $12K | Hold |
148
| – | – | ﹤0.01% | 499 |
|
|
2015
Q4 | $11K | Buy |
+148
| New | +$10.9K | ﹤0.01% | 456 |
|
Other funds holding OMC
VCM
VPM
Carson Wealth (CWM LLC)'s OMC Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Omnicom Group (OMC) stake by 35% in Q1 2026, buying an estimated $3.93M and bringing the position to 197,406 shares worth $14.9M. The position accounts for 0.04% of the portfolio, ranked #419.
Carson Wealth (CWM LLC) first reported a position in OMC in Q4 2015 and has held it in 38 quarters since. 1,129 funds tracked by Wall St. Rank hold OMC as of Q1 2026.
- Carson Wealth (CWM LLC) held 197,406 shares of Omnicom Group worth $14.9M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 50,702 Omnicom Group shares in Q1 2026, an estimated $3.93M.
- Omnicom Group made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #419 holding.
- Carson Wealth (CWM LLC) first reported a position in Omnicom Group in Q4 2015 and has held it in 38 quarters since.
- 1,129 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.