Avion Wealth’s Oxford Industries OXM Stock Holding History

Avion Wealth’s Portfolio OXM Stock Details OXM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5K	Hold	150	–	–	﹤0.01%	680
2025 Q4	$5K	Hold	150	–	–	﹤0.01%	664
2025 Q3	$6K	Hold	150	–	–	﹤0.01%	622
2025 Q2	$6K	Hold	150	–	–	﹤0.01%	592
2025 Q1	$11K	Hold	150	–	–	﹤0.01%	382
2024 Q4	$11K	Hold	150	–	–	﹤0.01%	382
2024 Q3	$13K	Hold	150	–	–	﹤0.01%	326
2024 Q2	$15K	Hold	150	–	–	﹤0.01%	266
2024 Q1	$17K	Hold	150	–	–	﹤0.01%	242
2023 Q4	$15K	Hold	150	–	–	﹤0.01%	237
2023 Q3	$14K	Hold	150	–	–	﹤0.01%	241
2023 Q2	$14K	Hold	150	–	–	﹤0.01%	265
2023 Q1	$13K	Hold	150	–	–	﹤0.01%	247
2022 Q4	$13K	Hold	150	–	–	﹤0.01%	244
2022 Q3	$13K	Hold	150	–	–	﹤0.01%	247
2022 Q2	$13K	Hold	150	–	–	﹤0.01%	242
2022 Q1	$14K	Hold	150	–	–	﹤0.01%	204
2021 Q4	$15K	Hold	150	–	–	﹤0.01%	202
2021 Q3	$14K	Hold	150	–	–	﹤0.01%	210
2021 Q2	$15K	Hold	150	–	–	﹤0.01%	196
2021 Q1	$13K	Hold	150	–	–	﹤0.01%	201
2020 Q4	$10K	Hold	150	–	–	﹤0.01%	227
2020 Q3	$6K	Hold	150	–	–	﹤0.01%	222
2020 Q2	$7K	Hold	150	–	–	﹤0.01%	189
2020 Q1	$5K	Buy	+150	New	+$9.2K	﹤0.01%	212

Other funds holding OXM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Avion Wealth's OXM Position: Q1 2026 in Review

Avion Wealth held its Oxford Industries (OXM) position steady in Q1 2026 at 150 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Avion Wealth first reported a position in OXM in Q1 2020 and has held it in 25 quarters since. The position peaked at $17K in Q1 2024. 197 funds tracked by Wall St. Rank hold OXM as of Q1 2026.

Avion Wealth held 150 shares of Oxford Industries worth $5K as of Q1 2026.
Avion Wealth left its Oxford Industries share count unchanged in Q1 2026.
Oxford Industries made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #680 holding.
Avion Wealth first reported a position in Oxford Industries in Q1 2020 and has held it in 25 quarters since.
Avion Wealth's Oxford Industries position peaked at $17K in Q1 2024.
197 funds tracked by Wall St. Rank held Oxford Industries as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.