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Lloyd Advisory Services’s Omnicom Group OMC Stock Holding History

Lloyd Advisory Services’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 		$1.93K Buy
+26
New +$1.96K ﹤0.01% 515
2026
Q1 		– Sell
-11
Closed -$906 – 987
2025
Q4 		$906 Buy
+11
New +$840 ﹤0.01% 488
2024
Q2 		– Sell
-9,770
Closed -$945K – 165
2024
Q1 		$945K Buy
+9,770
New +$877K 0.2% 92

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

Lloyd Advisory Services's OMC Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Omnicom Group (OMC) in Q2 2026: 26 shares worth $1.93K. The stake represents ﹤0.01% of the portfolio and ranks #515 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in OMC as recently as Q4 2025.

Lloyd Advisory Services first reported a position in OMC in Q1 2024 and has held it in 3 quarters since. The position peaked at $945K in Q1 2024. 1,102 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Lloyd Advisory Services held 26 shares of Omnicom Group worth $1.93K as of Q2 2026.
  • Omnicom Group was a new Lloyd Advisory Services position in Q2 2026.
  • Omnicom Group made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #515 holding.
  • Lloyd Advisory Services first reported a position in Omnicom Group in Q1 2024 and has held it in 3 quarters since.
  • Lloyd Advisory Services's Omnicom Group position peaked at $945K in Q1 2024.
  • 1,102 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.