Marcum Wealth’s Omnicom Group OMC Stock Holding History

Marcum Wealth’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	$243K	Sell	2,926 -139	-5%	-$11.6K	0.02%	325
2024 Q4	$264K	Buy	3,065 +23	+0.8%	+$2.28K	0.02%	307
2024 Q3	$315K	Sell	3,042 -55	-2%	-$5.29K	0.03%	272
2024 Q2	$278K	Buy	3,097 +12	+0.4%	+$1.11K	0.03%	286
2024 Q1	$299K	Sell	3,085 -135	-4%	-$12.1K	0.03%	270
2023 Q4	$279K	Buy	3,220 +4	+0.1%	+$315	0.03%	267
2023 Q3	$240K	Buy	3,216 +161	+5%	+$13.3K	0.03%	289
2023 Q2	$291K	Buy	3,055 +13	+0.4%	+$1.21K	0.03%	253
2023 Q1	$287K	Buy	3,042 +242	+9%	+$21.4K	0.04%	250
2022 Q4	$228K	Buy	+2,800	New	+$208K	0.03%	284

Other funds holding OMC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Marcum Wealth's OMC Position: Q1 2025 in Review

Marcum Wealth reduced its Omnicom Group (OMC) stake by 4.5% in Q1 2025, selling an estimated $11.6K and leaving 2,926 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #325.

Marcum Wealth first reported a position in OMC in Q4 2022 and has held it in 10 quarters since. The position peaked at $315K in Q3 2024. 982 funds tracked by Wall St. Rank hold OMC as of Q1 2025.

Marcum Wealth held 2,926 shares of Omnicom Group worth $243K as of Q1 2025.
Marcum Wealth sold 139 Omnicom Group shares in Q1 2025, an estimated $11.6K.
Omnicom Group made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #325 holding.
Marcum Wealth first reported a position in Omnicom Group in Q4 2022 and has held it in 10 quarters since.
Marcum Wealth's Omnicom Group position peaked at $315K in Q3 2024.
982 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.