Bogart Wealth LLC’s Oxford Industries OXM Stock Holding History

Bogart Wealth LLC’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	$42K	Buy	1,090 +20	+2%	+$754	﹤0.01%	537
2025 Q4	$36.6K	Buy	1,070 +20	+2%	+$744	﹤0.01%	551
2025 Q3	$42.6K	Buy	1,050 +18	+2%	+$780	﹤0.01%	499
2025 Q2	$41.5K	Buy	1,032 +14	+1%	+$704	﹤0.01%	479
2025 Q1	$59.7K	Buy	1,018 +9	+0.9%	+$647	﹤0.01%	386
2024 Q4	$79.5K	Buy	1,009 +9	+0.9%	+$706	﹤0.01%	336
2024 Q3	$86.8K	Hold	1,000	–	–	﹤0.01%	324
2024 Q2	$100K	Hold	1,000	–	–	0.01%	297
2024 Q1	$112K	Hold	1,000	–	–	0.01%	265
2023 Q4	$100K	Hold	1,000	–	–	0.01%	272
2023 Q3	$96.1K	Hold	1,000	–	–	0.01%	256
2023 Q2	$98.4K	Buy	+1,000	New	+$102K	0.01%	244

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

Bogart Wealth LLC's OXM Position: Q1 2026 in Review

Bogart Wealth LLC increased its Oxford Industries (OXM) stake by 1.9% in Q1 2026, buying an estimated $754 and bringing the position to 1,090 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Bogart Wealth LLC first reported a position in OXM in Q2 2023 and has held it in 12 quarters since. The position peaked at $112K in Q1 2024. 197 funds tracked by Wall St. Rank hold OXM as of Q1 2026.

Bogart Wealth LLC held 1,090 shares of Oxford Industries worth $42K as of Q1 2026.
Bogart Wealth LLC bought 20 Oxford Industries shares in Q1 2026, an estimated $754.
Oxford Industries made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #537 holding.
Bogart Wealth LLC first reported a position in Oxford Industries in Q2 2023 and has held it in 12 quarters since.
Bogart Wealth LLC's Oxford Industries position peaked at $112K in Q1 2024.
197 funds tracked by Wall St. Rank held Oxford Industries as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.