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Pinnacle Wealth Planning Services’s Omnicom Group OMC Stock Holding History

Pinnacle Wealth Planning Services’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 		$56.8K Sell
754
-150
-17% -$11.6K 0.01% 1128
2025
Q4 		$73K Buy
+904
New +$69.1K 0.01% 966
2021
Q1 		– Sell
-18
Closed -$1K – 1445
2020
Q4 		$1K Buy
+18
New +$1.03K ﹤0.01% 2150

Other funds holding OMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Wealth Planning Services's OMC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Omnicom Group (OMC) stake by 17% in Q1 2026, selling an estimated $11.6K and leaving 754 shares worth $56.8K. The position accounts for 0.01% of the portfolio, ranked #1128.

Pinnacle Wealth Planning Services first reported a position in OMC in Q4 2020 and has held it in 3 quarters since. The position peaked at $73K in Q4 2025. 1,121 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 754 shares of Omnicom Group worth $56.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 150 Omnicom Group shares in Q1 2026, an estimated $11.6K.
  • Omnicom Group made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1128 holding.
  • Pinnacle Wealth Planning Services first reported a position in Omnicom Group in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Omnicom Group position peaked at $73K in Q4 2025.
  • 1,121 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.