LVW Advisors’s Omnicom Group OMC Stock Holding History

LVW Advisors’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
2025 Q1	–	Sell	-2,425	Closed	-$209K	–	312
2024 Q4	$209K	Sell	2,425 -192	-7%	-$19K	0.03%	297
2024 Q3	$271K	Buy	2,617 +86	+3%	+$8.27K	0.03%	262
2024 Q2	$227K	Hold	2,531	–	–	0.03%	269
2024 Q1	$245K	Buy	2,531 +104	+4%	+$9.33K	0.04%	256
2023 Q4	$210K	Buy	+2,427	New	+$191K	0.04%	244
2021 Q2	–	Sell	-3,118	Closed	-$231K	–	229
2021 Q1	$231K	Buy	+3,118	New	+$215K	0.04%	194
2020 Q2	–	Sell	-5,118	Closed	-$281K	–	205
2020 Q1	$281K	Hold	5,118	–	–	0.07%	129
2019 Q4	$415K	Hold	5,118	–	–	0.09%	115
2019 Q3	$401K	Sell	5,118 -102	-2%	-$8.1K	0.1%	104
2019 Q2	$428K	Buy	5,220 +63	+1%	+$4.97K	0.12%	99
2019 Q1	$376K	Sell	5,157 -15	-0.3%	-$1.13K	0.1%	126
2018 Q4	$379K	Buy	+5,172	New	+$384K	0.13%	100

Other funds holding OMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

LVW Advisors's OMC Position: Q1 2025 in Review

LVW Advisors sold out of Omnicom Group (OMC) in Q1 2025, closing a stake of 2,425 shares — an estimated $209K sold.

LVW Advisors first reported a position in OMC in Q4 2018 and held it in 12 quarters. The position peaked at $428K in Q2 2019. 982 funds tracked by Wall St. Rank hold OMC as of Q1 2025.

LVW Advisors reported no remaining Omnicom Group position as of Q1 2025 after selling out during the quarter.
LVW Advisors sold 2,425 Omnicom Group shares in Q1 2025, an estimated $209K.
LVW Advisors first reported a position in Omnicom Group in Q4 2018 and held it in 12 quarters.
LVW Advisors's Omnicom Group position peaked at $428K in Q2 2019.
982 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2025.

Based on LVW Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.