Evelyn Partners Investment Management Services’s Omnicom Group OMC Stock Holding History

Evelyn Partners Investment Management 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 Q1	$78.5K	Hold	1,042	–	–	0.01%	158
2025 Q4	$84.1K	Hold	1,042	–	–	0.01%	153
2025 Q3	$85K	Hold	1,042	–	–	0.01%	154
2025 Q2	$75K	Hold	1,042	–	–	0.01%	153
2025 Q1	$86.4K	Hold	1,042	–	–	0.01%	141
2024 Q4	$89.7K	Buy	+1,042	New	+$103K	0.02%	135

Other funds holding OMC

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evelyn Partners Investment Management Services's OMC Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Omnicom Group (OMC) position steady in Q1 2026 at 1,042 shares worth $78.5K. The position accounts for 0.01% of the portfolio, ranked #158.

Evelyn Partners Investment Management Services first reported a position in OMC in Q4 2024 and has held it in 6 quarters since. The position peaked at $89.7K in Q4 2024. 1,123 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

Evelyn Partners Investment Management Services held 1,042 shares of Omnicom Group worth $78.5K as of Q1 2026.
Evelyn Partners Investment Management Services left its Omnicom Group share count unchanged in Q1 2026.
Omnicom Group made up 0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #158 holding.
Evelyn Partners Investment Management Services first reported a position in Omnicom Group in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's Omnicom Group position peaked at $89.7K in Q4 2024.
1,123 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.