Disciplined Investments’s Omnicom Group OMC Stock Holding History

Disciplined Investments’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	$279K	Buy	3,831 +3	+0.1%	+$226	0.09%	119
2026 Q1	$288K	Buy	+3,828	New	+$297K	0.1%	113
2023 Q3	–	Sell	-48	Closed	-$4.57K	–	1105
2023 Q2	$4.57K	Sell	48 -3	-6%	-$279	﹤0.01%	434
2023 Q1	$4.81K	Buy	51 +11	+28%	+$974	﹤0.01%	446
2022 Q4	$3.26K	Sell	40 -13	-25%	-$965	﹤0.01%	475
2022 Q3	$3K	Buy	53 +25	+89%	+$1.7K	﹤0.01%	541
2022 Q2	$2K	Sell	28 -17	-38%	-$1.26K	﹤0.01%	710
2022 Q1	$4K	Buy	+45	New	+$3.62K	﹤0.01%	515

Other funds holding OMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Disciplined Investments's OMC Position: Q2 2026 in Review

Disciplined Investments increased its Omnicom Group (OMC) stake by 0.08% in Q2 2026, buying an estimated $226 and bringing the position to 3,831 shares worth $279K. The position accounts for 0.09% of the portfolio, ranked #119.

Disciplined Investments first reported a position in OMC in Q1 2022 and has held it in 8 quarters since. The position peaked at $288K in Q1 2026. 1,098 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

Disciplined Investments held 3,831 shares of Omnicom Group worth $279K as of Q2 2026.
Disciplined Investments bought 3 Omnicom Group shares in Q2 2026, an estimated $226.
Omnicom Group made up 0.09% of Disciplined Investments's portfolio in Q2 2026, its #119 holding.
Disciplined Investments first reported a position in Omnicom Group in Q1 2022 and has held it in 8 quarters since.
Disciplined Investments's Omnicom Group position peaked at $288K in Q1 2026.
1,098 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.