Forum Financial Management’s Omnicom Group OMC Stock Holding History

Forum Financial 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	–	Sell	-8,536	Closed	-$689K	–	778
2025 Q4	$689K	Buy	8,536 +4,525	+113%	+$346K	0.01%	350
2025 Q3	$327K	Sell	4,011 -917	-19%	-$69.3K	﹤0.01%	689
2025 Q2	$355K	Sell	4,928 -378	-7%	-$27.9K	0.01%	569
2025 Q1	$440K	Buy	5,306 +16	+0.3%	+$1.34K	0.01%	425
2024 Q4	$455K	Buy	5,290 +2,299	+77%	+$228K	0.01%	417
2024 Q3	$309K	Buy	2,991 +9	+0.3%	+$865	0.01%	498
2024 Q2	$267K	Buy	2,982 +29	+1%	+$2.69K	﹤0.01%	529
2024 Q1	$286K	Hold	2,953	–	–	﹤0.01%	522
2023 Q4	$255K	Hold	2,953	–	–	﹤0.01%	531
2023 Q3	$220K	Hold	2,953	–	–	﹤0.01%	550
2023 Q2	$281K	Hold	2,953	–	–	0.01%	461
2023 Q1	$279K	Hold	2,953	–	–	0.01%	428
2022 Q4	$241K	Buy	+2,953	New	+$219K	0.01%	473
2022 Q2	–	Sell	-3,103	Closed	-$263K	–	631
2022 Q1	$263K	Buy	3,103 +151	+5%	+$12.1K	0.01%	460
2021 Q4	$216K	Buy	+2,952	New	+$210K	0.01%	582

Other funds holding OMC

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forum Financial Management's OMC Position: Q1 2026 in Review

Forum Financial Management sold out of Omnicom Group (OMC) in Q1 2026, closing a stake of 8,536 shares — an estimated $689K sold.

Forum Financial Management first reported a position in OMC in Q4 2021 and held it in 15 quarters. The position peaked at $689K in Q4 2025. 1,132 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

Forum Financial Management reported no remaining Omnicom Group position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 8,536 Omnicom Group shares in Q1 2026, an estimated $689K.
Forum Financial Management first reported a position in Omnicom Group in Q4 2021 and held it in 15 quarters.
Forum Financial Management's Omnicom Group position peaked at $689K in Q4 2025.
1,132 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.