LA
OMC icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return