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 Q2	–	Sell	-1,090	Closed	-$42K	–	2068
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bogart Wealth LLC's OXM Position: Q2 2026 in Review

Bogart Wealth LLC sold out of Oxford Industries (OXM) in Q2 2026, closing a stake of 1,090 shares — an estimated $42K sold.

Bogart Wealth LLC first reported a position in OXM in Q2 2023 and held it in 12 quarters. The position peaked at $112K in Q1 2024. 194 funds tracked by Wall St. Rank hold OXM as of Q2 2026.

Bogart Wealth LLC reported no remaining Oxford Industries position as of Q2 2026 after selling out during the quarter.
Bogart Wealth LLC sold 1,090 Oxford Industries shares in Q2 2026, an estimated $42K.
Bogart Wealth LLC first reported a position in Oxford Industries in Q2 2023 and held it in 12 quarters.
Bogart Wealth LLC's Oxford Industries position peaked at $112K in Q1 2024.
194 funds tracked by Wall St. Rank held Oxford Industries as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.