OMC β€” OMNICOM GROUP INC

Ownership history in Meriwether Wealth & Planning, LLC  Β·  6 quarters on record

AI Ownership Summary

Meriwether Wealth & Planning, LLC reported OMNICOM GROUP INC (OMC) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.47% in 2025 Q3. The latest visible filing shows OMC at 0.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Meriwether Wealth & Planning, LLC's position in OMNICOM GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OMC was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Meriwether Wealth & Planning, LLC held OMC β€” position size vs. price
% of Fund (quarterly)    OMC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 11,120 +981 +9.7% 0.46% $837K 2026-04-09 $74.88
2025 Q4 ADDED 10,139 +222 +2.2% 0.46% $819K 2026-01-14 $79.39
2025 Q3 ADDED 9,917 +2,651 +36.5% 0.47% $809K 2025-10-15 $77.76
2025 Q2 ADDED 7,266 +848 +13.2% 0.33% $523K 2025-07-11 $70.69
2025 Q1 ADDED 6,418 +957 +17.5% 0.35% $532K 2025-04-21 $69.36
2024 Q4 INITIATED 5,461 β€” β€” 0.33% $470K 2025-02-07 $79.97

FAQ About Meriwether Wealth & Planning, LLC and OMC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Meriwether Wealth & Planning, LLC reported owning OMC?

Meriwether Wealth & Planning, LLC reported OMC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported OMC position in Meriwether Wealth & Planning, LLC's portfolio?

The largest reported portfolio weight for OMC was 0.47% in 2025 Q3.

What is the latest reported OMC position on this page?

The most recent filing on this page is 2026 Q1, when Meriwether Wealth & Planning, LLC reported 11,120 shares, equal to 0.46% of portfolio, with an estimated market value of $837K.

What does the chart on this OMC ownership page compare?

The chart compares Meriwether Wealth & Planning, LLC's quarterly OMC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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