Morton Brown Family Wealth’s Omnicom Group OMC Stock Holding History

Morton Brown Family 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
2026 Q2	$33.4K	Hold	459	–	–	0.01%	140
2026 Q1	$34.6K	Hold	459	–	–	0.01%	131
2025 Q4	$37.1K	Hold	459	–	–	0.01%	127
2025 Q3	$37.4K	Hold	459	–	–	0.01%	121
2025 Q2	$33K	Hold	459	–	–	0.01%	126
2025 Q1	$38.1K	Hold	459	–	–	0.01%	117
2024 Q4	$39.5K	Hold	459	–	–	0.01%	114
2024 Q3	$47.5K	Hold	459	–	–	0.02%	98
2024 Q2	$42.3K	Hold	459	–	–	0.02%	96
2024 Q1	$44.4K	Hold	459	–	–	0.02%	89
2023 Q4	$39.7K	Hold	459	–	–	0.02%	111
2023 Q3	$34.2K	Hold	459	–	–	0.02%	92
2023 Q2	$43.7K	Hold	459	–	–	0.02%	81
2023 Q1	$43.3K	Hold	459	–	–	0.03%	81
2022 Q4	$37.4K	Hold	459	–	–	0.03%	81
2022 Q3	$29K	Sell	459 -16	-3%	-$1.08K	0.02%	81
2022 Q2	$30K	Buy	475 +16	+3%	+$1.18K	0.02%	79
2022 Q1	$39K	Hold	459	–	–	0.03%	77
2021 Q4	$34K	Buy	+459	New	+$32.6K	0.03%	85

Other funds holding OMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Morton Brown Family Wealth's OMC Position: Q2 2026 in Review

Morton Brown Family Wealth held its Omnicom Group (OMC) position steady in Q2 2026 at 459 shares worth $33.4K. The position accounts for 0.01% of the portfolio, ranked #140.

Morton Brown Family Wealth first reported a position in OMC in Q4 2021 and has held it in 19 quarters since. The position peaked at $47.5K in Q3 2024. 1,092 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

Morton Brown Family Wealth held 459 shares of Omnicom Group worth $33.4K as of Q2 2026.
Morton Brown Family Wealth left its Omnicom Group share count unchanged in Q2 2026.
Omnicom Group made up 0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #140 holding.
Morton Brown Family Wealth first reported a position in Omnicom Group in Q4 2021 and has held it in 19 quarters since.
Morton Brown Family Wealth's Omnicom Group position peaked at $47.5K in Q3 2024.
1,092 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.