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LRI Investments’s Omnicom Group OMC Stock Holding History

LRI Investments’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 		$175K Sell
2,407
-190
-7% -$14.3K 0.01% 354
2026
Q1 		$196K Buy
2,597
+705
+37% +$54.7K 0.02% 288
2025
Q4 		$153K Buy
1,892
+905
+92% +$69.1K 0.01% 340
2025
Q3 		$80.4K Sell
987
-1,292
-57% -$97.6K 0.01% 463
2025
Q2 		$164K Hold
2,279
– – 0.01% 327
2025
Q1 		$189K Sell
2,279
-714
-24% -$59.6K 0.02% 274
2024
Q4 		$258K Buy
2,993
+90
+3% +$8.92K 0.02% 224
2024
Q3 		$305K Buy
2,903
+574
+25% +$55.2K 0.03% 209
2024
Q2 		$209K Sell
2,329
-458
-16% -$42.5K 0.02% 242
2024
Q1 		$270K Buy
+2,787
New +$250K 0.07% 116

Other funds holding OMC

CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

LRI Investments's OMC Position: Q2 2026 in Review

LRI Investments reduced its Omnicom Group (OMC) stake by 7.3% in Q2 2026, selling an estimated $14.3K and leaving 2,407 shares worth $175K. The position accounts for 0.01% of the portfolio, ranked #354.

LRI Investments first reported a position in OMC in Q1 2024 and has held it in 10 quarters since. The position peaked at $305K in Q3 2024. 432 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • LRI Investments held 2,407 shares of Omnicom Group worth $175K as of Q2 2026.
  • LRI Investments sold 190 Omnicom Group shares in Q2 2026, an estimated $14.3K.
  • Omnicom Group made up 0.01% of LRI Investments's portfolio in Q2 2026, its #354 holding.
  • LRI Investments first reported a position in Omnicom Group in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Omnicom Group position peaked at $305K in Q3 2024.
  • 432 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.