Cypress Wealth Services
OMC icon

Cypress Wealth Services’s Omnicom Group OMC Stock Holding History

Cypress Wealth Services’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
Q3 		$461K Sell
6,136
-72
-1% -$5.88K 0.05% 249
2026
Q2 		$452K Sell
6,208
-382
-6% -$28.8K 0.06% 256
2026
Q1 		$496K Buy
6,590
+1,735
+36% +$135K 0.07% 227
2025
Q4 		$392K Sell
4,855
-2,050
-30% -$157K 0.05% 244
2025
Q3 		$563K Buy
6,905
+706
+11% +$53.3K 0.09% 165
2025
Q2 		$446K Buy
6,199
+1,678
+37% +$124K 0.08% 187
2025
Q1 		$375K Sell
4,521
-33
-0.7% -$2.76K 0.08% 185
2024
Q4 		$392K Sell
4,554
-10
-0.2% -$991 0.08% 176
2024
Q3 		$472K Buy
4,564
+72
+2% +$6.92K 0.1% 158
2024
Q2 		$403K Buy
4,492
+28
+0.6% +$2.6K 0.09% 165
2024
Q1 		$432K Sell
4,464
-538
-11% -$48.3K 0.1% 158
2023
Q4 		$433K Sell
5,002
-37
-0.7% -$2.92K 0.11% 154
2023
Q3 		$375K Buy
5,039
+31
+0.6% +$2.56K 0.1% 160
2023
Q2 		$492K Buy
5,008
+1,012
+25% +$94K 0.13% 140
2023
Q1 		$377K Buy
3,996
+53
+1% +$4.7K 0.11% 156
2022
Q4 		$322K Buy
3,943
+12
+0.3% +$891 0.1% 171
2022
Q3 		$256K Sell
3,931
-444
-10% -$30.1K 0.09% 184
2022
Q2 		$278K Buy
4,375
+988
+29% +$73.1K 0.09% 180
2022
Q1 		$288K Buy
3,387
+619
+22% +$49.7K 0.08% 184
2021
Q4 		$203K Buy
+2,768
New +$197K 0.06% 219

Other funds holding OMC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Cypress Wealth Services's OMC Position: Q3 2026 in Review

Cypress Wealth Services reduced its Omnicom Group (OMC) stake by 1.2% in Q3 2026, selling an estimated $5.88K and leaving 6,136 shares worth $461K. The position accounts for 0.05% of the portfolio, ranked #249.

Cypress Wealth Services first reported a position in OMC in Q4 2021 and has held it in 20 quarters since. The position peaked at $563K in Q3 2025. 793 funds tracked by Wall St. Rank hold OMC as of Q3 2026.

  • Cypress Wealth Services held 6,136 shares of Omnicom Group worth $461K as of Q3 2026.
  • Cypress Wealth Services sold 72 Omnicom Group shares in Q3 2026, an estimated $5.88K.
  • Omnicom Group made up 0.05% of Cypress Wealth Services's portfolio in Q3 2026, its #249 holding.
  • Cypress Wealth Services first reported a position in Omnicom Group in Q4 2021 and has held it in 20 quarters since.
  • Cypress Wealth Services's Omnicom Group position peaked at $563K in Q3 2025.
  • 793 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.