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Institute for Wealth Management’s Omnicom Group OMC Stock Holding History

Institute for Wealth 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
Q2 		$19.4K Buy
+267
New +$20.1K ﹤0.01% 1139
2020
Q3 		– Sell
-3,812
Closed -$208K – 437
2020
Q2 		$208K Sell
3,812
-283
-7% -$15.4K 0.05% 393
2020
Q1 		$225K Sell
4,095
-638
-13% -$45.3K 0.07% 348
2019
Q4 		$383K Sell
4,733
-320
-6% -$25.1K 0.09% 299
2019
Q3 		$396K Buy
+5,053
New +$401K 0.1% 277

Other funds holding OMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Institute for Wealth Management's OMC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Omnicom Group (OMC) in Q2 2026: 267 shares worth $19.4K. The stake represents ﹤0.01% of the portfolio and ranks #1139 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in OMC as recently as Q2 2020.

Institute for Wealth Management first reported a position in OMC in Q3 2019 and has held it in 5 quarters since. The position peaked at $396K in Q3 2019. 1,102 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Institute for Wealth Management held 267 shares of Omnicom Group worth $19.4K as of Q2 2026.
  • Omnicom Group was a new Institute for Wealth Management position in Q2 2026.
  • Omnicom Group made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1139 holding.
  • Institute for Wealth Management first reported a position in Omnicom Group in Q3 2019 and has held it in 5 quarters since.
  • Institute for Wealth Management's Omnicom Group position peaked at $396K in Q3 2019.
  • 1,102 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.