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Evergreen Capital Management’s Omnicom Group OMC Stock Holding History

Evergreen Capital Management’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 		$258K Sell
3,423
-4,366
-56% -$339K 0.01% 1229
2025
Q4 		$632K Buy
7,789
+4,167
+115% +$318K 0.01% 612
2025
Q3 		$296K Buy
3,622
+332
+10% +$25.1K 0.01% 985
2025
Q2 		$238K Sell
3,290
-1,177
-26% -$86.9K 0.01% 937
2025
Q1 		$373K Sell
4,467
-27
-0.6% -$2.25K 0.01% 630
2024
Q4 		$390K Sell
4,494
-238
-5% -$23.6K 0.01% 609
2024
Q3 		$493K Buy
4,732
+383
+9% +$36.8K 0.02% 504
2024
Q2 		$393K Buy
4,349
+44
+1% +$4.08K 0.01% 549
2024
Q1 		$420K Buy
4,305
+35
+0.8% +$3.14K 0.02% 493
2023
Q4 		$372K Buy
4,270
+183
+4% +$14.4K 0.02% 512
2023
Q3 		$307K Sell
4,087
-396
-9% -$32.6K 0.01% 540
2023
Q2 		$430K Buy
4,483
+328
+8% +$30.5K 0.02% 432
2023
Q1 		$395K Buy
4,155
+60
+1% +$5.32K 0.02% 426
2022
Q4 		$337K Buy
+4,095
New +$304K 0.02% 450

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

Evergreen Capital Management's OMC Position: Q1 2026 in Review

Evergreen Capital Management reduced its Omnicom Group (OMC) stake by 56% in Q1 2026, selling an estimated $339K and leaving 3,423 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #1229.

Evergreen Capital Management first reported a position in OMC in Q4 2022 and has held it in 14 quarters since. The position peaked at $632K in Q4 2025. 1,121 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

  • Evergreen Capital Management held 3,423 shares of Omnicom Group worth $258K as of Q1 2026.
  • Evergreen Capital Management sold 4,366 Omnicom Group shares in Q1 2026, an estimated $339K.
  • Omnicom Group made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1229 holding.
  • Evergreen Capital Management first reported a position in Omnicom Group in Q4 2022 and has held it in 14 quarters since.
  • Evergreen Capital Management's Omnicom Group position peaked at $632K in Q4 2025.
  • 1,121 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.