McAdam LLC’s Omnicom Group OMC Stock Holding History

McAdam LLC’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	$234K	Buy	3,110 +248	+9%	+$19.2K	0.01%	387
2025 Q4	$231K	Buy	2,862 +114	+4%	+$8.71K	0.01%	377
2025 Q3	$224K	Sell	2,748 -183	-6%	-$13.8K	0.01%	364
2025 Q2	$211K	Sell	2,931 -24	-0.8%	-$1.77K	0.01%	356
2025 Q1	$245K	Sell	2,955 -153	-5%	-$12.8K	0.02%	290
2024 Q4	$267K	Buy	3,108 +42	+1%	+$4.16K	0.01%	297
2024 Q3	$317K	Sell	3,066 -29	-0.9%	-$2.79K	0.02%	248
2024 Q2	$278K	Buy	3,095 +77	+3%	+$7.15K	0.02%	251
2024 Q1	$292K	Buy	3,018 +48	+2%	+$4.31K	0.02%	233
2023 Q4	$257K	Sell	2,970 -44	-1%	-$3.47K	0.02%	230
2023 Q3	$224K	Sell	3,014 -27	-0.9%	-$2.23K	0.02%	237
2023 Q2	$289K	Buy	3,041 +189	+7%	+$17.5K	0.02%	212
2023 Q1	$269K	Buy	+2,852	New	+$253K	0.02%	213
2022 Q2	–	Sell	-2,741	Closed	-$233K	–	233
2022 Q1	$233K	Buy	+2,741	New	+$220K	0.02%	187

Other funds holding OMC

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Massachusetts Financial Services

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

First Eagle Investment Management

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