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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Disciplined Investments's OMC Position: Q1 2026 in Review

Disciplined Investments opened a new position in Omnicom Group (OMC) in Q1 2026: 3,828 shares worth $288K. The stake represents 0.1% of the portfolio and ranks #113 among its holdings. This is a return to the name: Disciplined Investments previously reported a position in OMC as recently as Q2 2023.

Disciplined Investments first reported a position in OMC in Q1 2022 and has held it in 7 quarters since. 1,121 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

  • Disciplined Investments held 3,828 shares of Omnicom Group worth $288K as of Q1 2026.
  • Omnicom Group was a new Disciplined Investments position in Q1 2026.
  • Omnicom Group made up 0.1% of Disciplined Investments's portfolio in Q1 2026, its #113 holding.
  • Disciplined Investments first reported a position in Omnicom Group in Q1 2022 and has held it in 7 quarters since.
  • 1,121 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on Disciplined Investments's 13F filing for Q1 2026, filed 12 May 2026.