Perigon Wealth Management’s Omnicom Group OMC Stock Holding History

Perigon Wealth Management’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	$346K	Sell	4,597 -3,862	-46%	-$300K	0.01%	966
2025 Q4	$683K	Buy	8,459 +3,742	+79%	+$286K	0.01%	667
2025 Q3	$385K	Buy	4,717 +847	+22%	+$64K	0.01%	846
2025 Q2	$278K	Sell	3,870 -316	-8%	-$23.3K	0.01%	863
2025 Q1	$347K	Sell	4,186 -67	-2%	-$5.59K	0.01%	754
2024 Q4	$365K	Buy	+4,253	New	+$422K	0.01%	746
2021 Q1	–	Sell	-647	Closed	-$40K	–	862
2020 Q4	$40K	Buy	+647	New	+$37K	﹤0.01%	814
2017 Q3	–	Sell	-9,491	Closed	-$793K	–	693
2017 Q2	$793K	Buy	9,491 +1,387	+17%	+$116K	0.17%	132
2017 Q1	$703K	Buy	8,104 +828	+11%	+$70.6K	0.15%	140
2016 Q4	$621K	Buy	+7,276	New	+$610K	0.14%	150
2016 Q1	–	Sell	-2,800	Closed	-$213K	–	306
2015 Q4	$213K	Buy	+2,800	New	+$206K	0.06%	207

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Massachusetts Financial Services Boston, Massachusetts $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

Perigon Wealth Management's OMC Position: Q1 2026 in Review

Perigon Wealth Management reduced its Omnicom Group (OMC) stake by 46% in Q1 2026, selling an estimated $300K and leaving 4,597 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #966.

Perigon Wealth Management first reported a position in OMC in Q4 2015 and has held it in 11 quarters since. The position peaked at $793K in Q2 2017. 1,121 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

Perigon Wealth Management held 4,597 shares of Omnicom Group worth $346K as of Q1 2026.
Perigon Wealth Management sold 3,862 Omnicom Group shares in Q1 2026, an estimated $300K.
Omnicom Group made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #966 holding.
Perigon Wealth Management first reported a position in Omnicom Group in Q4 2015 and has held it in 11 quarters since.
Perigon Wealth Management's Omnicom Group position peaked at $793K in Q2 2017.
1,121 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.