Robert Millen - Jensen Investment Management Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  Omnicom Group (OMC)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 22,054 0.03 Reduce 35.24% 0.01 $75.31 $1,660,887 SEC
2025   Q4 34,054 0.04 Reduce 54.99% 0.04 $80.75 $2,749,861 SEC
2025   Q3 75,666 0.08 Reduce 0.53% <0.01 $81.53 $6,169,049 SEC
2025   Q2 76,066 0.06 Reduce 0.65% <0.01 $71.94 $5,472,188 SEC
2025   Q1 76,566 0.07 Reduce 3.08% <0.01 $82.91 $6,348,087 SEC
2024   Q4 78,996 0.06 Reduce 0.34% <0.01 $86.04 $6,796,816 SEC
2024   Q3 79,266 0.07 Reduce 0.35% <0.01 $103.39 $8,195,312 SEC
2024   Q2 79,541 0.06 Reduce 3.87% <0.01 $89.70 $7,134,828 SEC
2024   Q1 82,741 0.06 Reduce 1.15% <0.01 $96.76 $8,006,019 SEC
2023   Q4 83,701 0.05 Reduce 0.24% <0.01 $86.51 $7,240,974 SEC
2023   Q3 83,901 0.05 Reduce 0.86% <0.01 $74.48 $6,248,946 SEC
2023   Q2 84,629 0.06 Reduce 1.97% <0.01 $95.15 $8,052,449 SEC
2023   Q1 86,330 0.06 Reduce 1.94% <0.01 $92.74 $8,006,244 SEC
2022   Q4 88,035 0.06 Reduce 2.90% <0.01 $81.57 $7,181,017 SEC
2022   Q3 90,664 0.05 $63.09 $5,720,000 SEC
2022   Q2 90,664 0.05 Reduce 1.20% <0.01 $63.61 $5,767,000 SEC
2022   Q1 91,764 0.06 Reduce 2.13% <0.01 $84.88 $7,789,000 SEC
2021   Q4 93,764 0.05 Reduce 3.10% <0.01 $73.27 $6,870,000 SEC
2021   Q3 96,764 0.06 Reduce 0.67% <0.01 $72.46 $7,012,000 SEC
2021   Q2 97,414 0.06 Reduce 12.55% <0.01 $79.99 $7,792,000 SEC
2021   Q1 111,394 0.07 Reduce 7.84% <0.01 $74.15 $8,260,000 SEC
2020   Q4 120,866 0.06 Reduce 89.95% 0.48 $62.37 $7,538,000 SEC
2020   Q3 1,202,973 0.53 Reduce 26.93% 0.23 $49.50 $59,547,000 SEC
2020   Q2 1,646,438 0.86 Reduce 53.34% 1.16 $54.60 $89,896,000 SEC
2020   Q1 3,528,448 2.17 Add 1.59% 0.03 $54.90 $193,712,000 SEC
2019   Q4 3,473,303 2.79 Add 0.04% <0.01 $81.02 $281,407,000 SEC
2019   Q3 3,471,798 2.90 Add 3.25% 0.09 $78.30 $271,842,000 SEC
2019   Q2 3,362,378 3.14 Add 23.74% 0.60 $81.95 $275,547,000 SEC
2019   Q1 2,717,284 2.36 Add 4.87% 0.11 $72.99 $198,335,000 SEC
2018   Q4 2,591,193 2.68 Reduce 16.25% 0.43 $73.24 $189,779,000 SEC
2018   Q3 3,094,035 2.63 Add 0.47% 0.01 $68.02 $210,456,000 SEC
2018   Q2 3,079,625 3.16 Reduce 12.96% 0.44 $76.27 $234,883,000 SEC
2018   Q1 3,538,080 3.36 Reduce 12.10% 0.45 $72.67 $257,112,000 SEC
2017   Q4 4,025,308 3.74 Add 0.42% 0.02 $72.83 $293,163,000 SEC
2017   Q3 4,008,440 4.01 Add 14.57% 0.51 $74.07 $296,905,000 SEC
2017   Q2 3,498,755 3.97 Add 11.27% 0.40 $82.90 $290,047,000 SEC
2017   Q1 3,144,470 3.80 Reduce 0.11% <0.01 $86.21 $271,085,000 SEC
2016   Q4 3,147,860 3.92 Add 0.06% <0.01 $85.11 $267,914,000 SEC
2016   Q3 3,145,920 4.00 Reduce 0.25% <0.01 $85.00 $267,403,000 SEC
2016   Q2 3,153,771 3.99 Reduce 1.16% 0.05 $81.49 $257,001,000 SEC
2016   Q1 3,190,927 4.24 Add 1.12% 0.05 $83.23 $265,581,000 SEC
2015   Q4 3,155,537 4.00 Add 0.31% 0.01 $75.66 $238,748,000 SEC
2015   Q3 3,145,717 3.65 Add 0.59% 0.02 $65.90 $207,303,000 SEC
2015   Q2 3,127,387 3.47 Add 0.02% <0.01 $69.49 $217,322,000 SEC
2015   Q1 3,126,617 3.73 Add 0.14% <0.01 $77.98 $243,814,000 SEC
2014   Q4 3,122,387 3.74 Reduce 1.96% 0.07 $77.47 $241,891,000 SEC
2014   Q3 3,184,839 3.48 Reduce 3.17% 0.11 $68.86 $219,308,000 SEC
2014   Q2 3,289,027 3.53 Reduce 4.09% 0.15 $71.22 $234,245,000 SEC
2014   Q1 3,429,419 3.59 Reduce 10.97% 0.45 $72.60 $248,976,000 SEC
2013   Q4 3,851,804 4.07 Reduce 12.06% 0.52 $74.37 $286,459,000 SEC
2013   Q3 4,380,263 4.30 Add 0.87% 0.04 $63.44 $277,884,000 SEC
2013   Q2 4,342,448 4.48 Add 2.11% 0.09 $62.87 $273,010,000 SEC
2013   Q1 4,252,564 4.19 Add 2.84% 0.12 $58.90 $250,476,000 SEC
2012   Q4 4,135,253 3.86 Reduce 2.92% 0.11 $49.96 $206,597,000 SEC
2012   Q3 4,259,618 3.93 Reduce 4.80% 0.19 $51.56 $219,625,000 SEC
2012   Q2 4,474,608 3.96 Reduce 20.10% 0.99 $48.60 $217,465,000 SEC
2012   Q1 5,600,572 4.90 Reduce 6.74% 0.34 $50.65 $283,669,000 SEC
2011   Q4 6,005,342 5.02 Add 2.17% 0.11 $44.58 $267,718,000 SEC
2011   Q3 5,877,732 2.21 Add 0.86% 0.02 $36.84 $216,535,000 SEC
2011   Q2 5,827,697 4.89 Add 3.98% 0.19 $48.16 $280,661,000 SEC
2011   Q1 5,604,639 5.04 Add 15.27% 0.67 $49.06 $274,963,000 SEC
2010   Q4 4,862,185 4.63 Add 5.71% 0.25 $45.80 $222,688,000 SEC
2010   Q3 4,599,428 2.24 Add 12.63% 0.25 $39.48 $181,585,000 SEC
2010   Q2 4,083,688 1.98 Add 7.53% 0.14 $34.30 $140,070,000 SEC
2010   Q1 3,797,618 2.05 Add 27.15% 0.44 $38.81 $147,386,000 SEC
2009   Q4 2,986,663 3.70 Reduce 0.15% <0.01 $39.15 $116,928,000 SEC
2009   Q3 2,991,033 1.99 Add 1.86% 0.04 $36.94 $110,489,000 SEC
2009   Q2 2,936,273 1.95 Reduce 5.46% 0.09 $31.58 $92,728,000 SEC
2009   Q1 3,105,693 1.71 Add 1.80% 0.03 $23.40 $72,673,000 SEC
2008   Q4 3,050,683 1.73 Reduce 1.69% 0.03 $26.92 $82,124,000 SEC
2008   Q3 3,103,203 2.01 Add 9.79% 0.18 $38.56 $119,660,000 SEC
2008   Q2 2,826,440 2.45 Add 1.10% 0.03 $44.88 $126,851,000 SEC
2008   Q1 2,795,720 2.23 Reduce 1.58% 0.03 $44.18 $123,515,000 SEC
2007   Q4 2,840,560 2.20 Add 2.37% 0.05 $47.53 $135,012,000 SEC
2007   Q3 2,774,860 2.18 Add 2.97% 0.06 $48.09 $133,443,000 SEC
2007   Q2 2,694,760 2.49 Add 104.45% 1.27 $52.92 $142,607,000 SEC
2007   Q1 1,318,080 2.48 Reduce 7.28% 0.40 $102.38 $134,945,000 SEC
2006   Q4 1,421,605 5.51 Add 1.86% 0.10 $104.54 $148,615,000 SEC
2006   Q3 1,395,630 5.36 Reduce 0.47% 0.03 $93.60 $130,631,000 SEC
2006   Q2 1,402,230 5.41 Reduce 5.33% 0.27 $89.09 $124,925,000 SEC
2006   Q1 1,481,130 4.98 Reduce 13.21% 0.71 $83.25 $123,304,000 SEC
2005   Q4 1,706,520 5.36 Reduce 5.21% 0.27 $85.13 $145,276,000 SEC
2005   Q3 1,800,395 5.22 Reduce 11.99% 0.66 $83.63 $150,567,000 SEC
2005   Q2 2,045,645 5.53 Add 1.47% 0.08 $79.86 $163,365,000 SEC
2005   Q1 2,015,920 6.11 Add 1.51% 0.09 $88.52 $178,449,000 SEC
2004   Q4 1,985,895 5.87 Add 0.12% <0.01 $84.32 $167,451,000 SEC
2004   Q3 1,983,445 5.77 Add 19.70% 0.95 $73.06 $144,910,000 SEC
2004   Q2 1,657,020 5.17 Add 13.28% 0.61 $75.89 $125,751,000 SEC
2004   Q1 1,462,720 5.66 Add 9.38% 0.49 $80.25 $117,383,000 SEC
2003   Q4 1,337,320 6.05 Add 2.23% 0.13 $87.33 $116,788,000 SEC
2003   Q3 1,308,100 5.66 Add 8.02% 0.42 $71.85 $93,987,000 SEC
2003   Q2 1,211,000 5.71 Add 34.13% 1.45 $71.70 $86,829,000 SEC
2003   Q1 902,850 4.50 Add 10.92% 0.44 $54,170.00 $48,907,385,000 SEC
2002   Q4 813,985 4.98 Add 72.20% 2.09 $64.60 $52,583,000 SEC
2002   Q3 472,695 4.43 Add 45.55% 1.39 $55,680.00 $26,319,658,000 SEC
2002   Q2 324,770 2.86 Add 93.45% 1.38 $45,800.00 $14,874,466,000 SEC
2002   Q1 167,885 4.23 Add 122.41% 2.33 $94,400.00 $15,848,344,000 SEC
2001   Q4 75,485 3.15 Add 86.98% 1.47 $89,350.00 $6,744,585,000 SEC
2001   Q3 40,370 1.81 Add 46.56% 0.58 $64,900.00 $2,620,013,000 SEC
2001   Q2 27,545 1.58 Reduce 1.78% 0.03 $86,000.00 $2,368,870,000 SEC
2001   Q1 28,045 1.78 Reduce 0.53% <0.01 $82,880.01 $2,324,370,000 SEC
2000   Q4 28,195 1.60 Add 3.49% 0.05 $82,870.01 $2,336,520,000 SEC
2000   Q3 27,245 1.43 Buy 1.43 $72,939.99 $1,987,250,000 SEC