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JGP Wealth Management’s Omnicom Group OMC Stock Holding History

JGP 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
Q1 		– Sell
-16,431
Closed -$1.33M – 237
2025
Q4 		$1.33M Sell
16,431
-703
-4% -$53.7K 0.14% 91
2025
Q3 		$1.32M Sell
17,134
-796
-4% -$60.1K 0.15% 85
2025
Q2 		$1.29M Sell
17,930
-657
-4% -$48.5K 0.16% 82
2025
Q1 		$1.54M Sell
18,587
-3,693
-17% -$308K 0.2% 69
2024
Q4 		$1.92M Buy
22,280
+523
+2% +$51.9K 0.25% 62
2024
Q3 		$2.25M Sell
21,757
-303
-1% -$29.1K 0.29% 60
2024
Q2 		$1.98M Sell
22,060
-861
-4% -$79.9K 0.28% 58
2024
Q1 		$2.22M Sell
22,921
-3,546
-13% -$318K 0.32% 59
2023
Q4 		$2.29M Sell
26,467
-2,206
-8% -$174K 0.34% 56
2023
Q3 		$2.14M Sell
28,673
-430
-1% -$35.4K 0.36% 56
2023
Q2 		$2.77M Buy
29,103
+122
+0.4% +$11.3K 0.45% 49
2023
Q1 		$2.73M Buy
28,981
+295
+1% +$26.1K 0.48% 49
2022
Q4 		$2.34M Sell
28,686
-2,689
-9% -$200K 0.43% 52
2022
Q3 		$2.04M Buy
31,375
+829
+3% +$56.2K 0.43% 53
2022
Q2 		$1.94M Buy
30,546
+955
+3% +$70.7K 0.39% 54
2022
Q1 		$2.31M Buy
29,591
+1,624
+6% +$131K 0.43% 53
2021
Q4 		$2.12M Sell
27,967
-818
-3% -$58.2K 0.39% 54
2021
Q3 		$2.09M Sell
28,785
-893
-3% -$66.3K 0.45% 51
2021
Q2 		$2.37M Buy
+29,678
New +$2.41M 0.51% 47

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

JGP Wealth Management's OMC Position: Q1 2026 in Review

JGP Wealth Management sold out of Omnicom Group (OMC) in Q1 2026, closing a stake of 16,431 shares — an estimated $1.33M sold.

JGP Wealth Management first reported a position in OMC in Q2 2021 and held it in 19 quarters. The position peaked at $2.77M in Q2 2023. 1,122 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

  • JGP Wealth Management reported no remaining Omnicom Group position as of Q1 2026 after selling out during the quarter.
  • JGP Wealth Management sold 16,431 Omnicom Group shares in Q1 2026, an estimated $1.33M.
  • JGP Wealth Management first reported a position in Omnicom Group in Q2 2021 and held it in 19 quarters.
  • JGP Wealth Management's Omnicom Group position peaked at $2.77M in Q2 2023.
  • 1,122 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on JGP Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.