Williams Jones Wealth Management’s Omnicom Group OMC Stock Holding History

Williams Jones 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 Q2	$282K	Hold	3,875	–	–	﹤0.01%	457
2026 Q1	$292K	Buy	3,875 +8	+0.2%	+$621	﹤0.01%	426
2025 Q4	$312K	Buy	3,867 +27	+0.7%	+$2.06K	﹤0.01%	416
2025 Q3	$313K	Sell	3,840 -153	-4%	-$11.6K	﹤0.01%	409
2025 Q2	$287K	Sell	3,993 -17	-0.4%	-$1.26K	﹤0.01%	425
2025 Q1	$332K	Hold	4,010	–	–	﹤0.01%	394
2024 Q4	$345K	Hold	4,010	–	–	﹤0.01%	395
2024 Q3	$415K	Hold	4,010	–	–	﹤0.01%	388
2024 Q2	$360K	Buy	4,010 +153	+4%	+$14.2K	﹤0.01%	388
2024 Q1	$373K	Sell	3,857 -590	-13%	-$52.9K	﹤0.01%	398
2023 Q4	$385K	Sell	4,447 -69	-2%	-$5.44K	0.01%	386
2023 Q3	$336K	Sell	4,516 -100	-2%	-$8.24K	0.01%	401
2023 Q2	$439K	Hold	4,616	–	–	0.01%	375
2023 Q1	$435K	Buy	4,616 +99	+2%	+$8.77K	0.01%	395
2022 Q4	$368K	Sell	4,517 -79	-2%	-$5.87K	0.01%	411
2022 Q3	$290K	Sell	4,596 -506	-10%	-$34.3K	0.01%	445
2022 Q2	$325K	Buy	+5,102	New	+$378K	0.01%	441

Other funds holding OMC

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

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Williams Jones Wealth Management's OMC Position: Q2 2026 in Review

Williams Jones Wealth Management held its Omnicom Group (OMC) position steady in Q2 2026 at 3,875 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Williams Jones Wealth Management first reported a position in OMC in Q2 2022 and has held it in 17 quarters since. The position peaked at $439K in Q2 2023. 527 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

Williams Jones Wealth Management held 3,875 shares of Omnicom Group worth $282K as of Q2 2026.
Williams Jones Wealth Management left its Omnicom Group share count unchanged in Q2 2026.
Omnicom Group made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #457 holding.
Williams Jones Wealth Management first reported a position in Omnicom Group in Q2 2022 and has held it in 17 quarters since.
Williams Jones Wealth Management's Omnicom Group position peaked at $439K in Q2 2023.
527 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.