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MWC
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
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
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30.48%
1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
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$4.04T AUM
VPM
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$1.91T AUM
Bank of New York Mellon
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$544B AUM
28.31%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Massachusetts Financial Services
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$298B AUM
21.96%
1-Year Est. Return
First Eagle Investment Management
New York
$59B AUM
32.99%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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