MWC
OMC icon

MBM Wealth Consultants’s Omnicom Group OMC Stock Holding History

MBM Wealth Consultants’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 		$495K Buy
6,799
+1,110
+20% +$83.5K 0.1% 95
2026
Q1 		$428K Buy
5,689
+530
+10% +$41.1K 0.1% 91
2025
Q4 		$417K Buy
5,159
+503
+11% +$38.4K 0.1% 86
2025
Q3 		$380K Buy
4,656
+340
+8% +$25.7K 0.09% 90
2025
Q2 		$310K Buy
4,316
+526
+14% +$38.9K 0.08% 96
2025
Q1 		$317K Buy
3,790
+555
+17% +$46.3K 0.09% 95
2024
Q4 		$280K Buy
3,235
+256
+9% +$25.4K 0.08% 94
2024
Q3 		$308K Buy
2,979
+11
+0.4% +$1.06K 0.1% 83
2024
Q2 		$269K Buy
2,968
+30
+1% +$2.79K 0.09% 86
2024
Q1 		$286K Sell
2,938
-68
-2% -$6.1K 0.1% 81
2023
Q4 		$275K Buy
3,006
+13
+0.4% +$1.02K 0.1% 82
2023
Q3 		$223K Buy
2,993
+208
+7% +$17.1K 0.1% 95
2023
Q2 		$265K Buy
2,785
+1,082
+64% +$100K 0.11% 81
2023
Q1 		$238K Hold
1,703
– – 0.1% 85
2022
Q4 		$142K Buy
1,703
+359
+27% +$26.7K 0.07% 110
2022
Q3 		$85K Buy
1,344
+420
+45% +$28.5K 0.04% 126
2022
Q2 		$59K Buy
924
+37
+4% +$2.74K 0.03% 153
2022
Q1 		$75K Buy
887
+240
+37% +$19.3K 0.03% 155
2021
Q4 		$47K Buy
647
+222
+52% +$15.8K 0.02% 168
2021
Q3 		$31K Buy
425
+100
+31% +$7.43K 0.01% 179
2021
Q2 		$26K Hold
325
– – 0.01% 174
2021
Q1 		$24K Buy
+325
New +$22.4K 0.01% 176

Other funds holding OMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

MBM Wealth Consultants's OMC Position: Q2 2026 in Review

MBM Wealth Consultants increased its Omnicom Group (OMC) stake by 20% in Q2 2026, buying an estimated $83.5K and bringing the position to 6,799 shares worth $495K. The position accounts for 0.1% of the portfolio, ranked #95.

MBM Wealth Consultants first reported a position in OMC in Q1 2021 and has held it in 22 quarters since. 1,096 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • MBM Wealth Consultants held 6,799 shares of Omnicom Group worth $495K as of Q2 2026.
  • MBM Wealth Consultants bought 1,110 Omnicom Group shares in Q2 2026, an estimated $83.5K.
  • Omnicom Group made up 0.1% of MBM Wealth Consultants's portfolio in Q2 2026, its #95 holding.
  • MBM Wealth Consultants first reported a position in Omnicom Group in Q1 2021 and has held it in 22 quarters since.
  • 1,096 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.