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Guardian Wealth Management (Illinois)’s Omnicom Group OMC Stock Holding History

Guardian Wealth Management (Illinois)’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
-28,107
Closed -$2.27M – 66
2025
Q4 		$2.27M Sell
28,107
-3,211
-10% -$245K 1.33% 27
2025
Q3 		$2.55M Buy
31,318
+1,065
+4% +$80.4K 1.51% 28
2025
Q2 		$2.18M Buy
30,253
+596
+2% +$44K 1.45% 28
2025
Q1 		$2.46M Buy
29,657
+2,460
+9% +$205K 1.64% 24
2024
Q4 		$2.34M Sell
27,197
-352
-1% -$34.9K 1.59% 21
2024
Q3 		$2.85M Buy
27,549
+661
+2% +$63.5K 2.01% 17
2024
Q2 		$2.41M Buy
26,888
+525
+2% +$48.7K 1.84% 18
2024
Q1 		$2.55M Buy
26,363
+409
+2% +$36.7K 1.96% 17
2023
Q4 		$2.25M Buy
25,954
+210
+0.8% +$16.6K 1.9% 19
2023
Q3 		$1.92M Buy
25,744
+46
+0.2% +$3.79K 1.79% 22
2023
Q2 		$2.45M Buy
25,698
+1,168
+5% +$108K 2.23% 13
2023
Q1 		$2.31M Buy
24,530
+837
+4% +$74.1K 2.23% 12
2022
Q4 		$1.93M Buy
23,693
+1,117
+5% +$82.9K 1.9% 18
2022
Q3 		$1.42M Buy
22,576
+1,084
+5% +$73.5K 1.61% 24
2022
Q2 		$1.37M Buy
21,492
+2,606
+14% +$193K 1.47% 28
2022
Q1 		$1.6M Buy
18,886
+1,049
+6% +$84.3K 1.59% 26
2021
Q4 		$1.31M Buy
+17,837
New +$1.27M 1.26% 33

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

Guardian Wealth Management (Illinois)'s OMC Position: Q1 2026 in Review

Guardian Wealth Management (Illinois) sold out of Omnicom Group (OMC) in Q1 2026, closing a stake of 28,107 shares — an estimated $2.27M sold.

Guardian Wealth Management (Illinois) first reported a position in OMC in Q4 2021 and held it in 17 quarters. The position peaked at $2.85M in Q3 2024. 1,121 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

  • Guardian Wealth Management (Illinois) reported no remaining Omnicom Group position as of Q1 2026 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 28,107 Omnicom Group shares in Q1 2026, an estimated $2.27M.
  • Guardian Wealth Management (Illinois) first reported a position in Omnicom Group in Q4 2021 and held it in 17 quarters.
  • Guardian Wealth Management (Illinois)'s Omnicom Group position peaked at $2.85M in Q3 2024.
  • 1,121 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q1 2026, filed 8 May 2026.