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Legacy Wealth Management (Idaho)’s Omnicom Group OMC Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-418
Closed -$31.5K – 705
2026
Q1 		$31.5K Buy
418
+84
+25% +$6.52K 0.02% 330
2025
Q4 		$27K Buy
334
+176
+111% +$13.4K 0.01% 289
2025
Q3 		$12.9K Buy
158
+100
+172% +$7.55K 0.01% 316
2025
Q2 		$4.17K Sell
58
-121
-68% -$8.94K ﹤0.01% 420
2025
Q1 		$14.8K Buy
179
+115
+180% +$9.6K 0.01% 277
2024
Q4 		$5.36K Buy
64
+6
+10% +$595 ﹤0.01% 378
2024
Q3 		$5.99K Buy
+58
New +$5.57K ﹤0.01% 376

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

Legacy Wealth Management (Idaho)'s OMC Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Omnicom Group (OMC) in Q2 2026, closing a stake of 418 shares — an estimated $31.5K sold.

Legacy Wealth Management (Idaho) first reported a position in OMC in Q3 2024 and held it in 7 quarters. The position peaked at $31.5K in Q1 2026. 1,102 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Omnicom Group position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 418 Omnicom Group shares in Q2 2026, an estimated $31.5K.
  • Legacy Wealth Management (Idaho) first reported a position in Omnicom Group in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Omnicom Group position peaked at $31.5K in Q1 2026.
  • 1,102 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.