Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Oxford Industries OXM Stock Holding History

Carson Wealth (CWM 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 		$75K Buy
1,948
+1,622
+498% +$61.2K ﹤0.01% 3498
2025
Q4 		$11K Sell
326
-475
-59% -$17.7K ﹤0.01% 4506
2025
Q3 		$32K Buy
801
+305
+61% +$13.2K ﹤0.01% 3845
2025
Q2 		$20K Buy
496
+221
+80% +$11.1K ﹤0.01% 3917
2025
Q1 		$16K Buy
275
+202
+277% +$14.5K ﹤0.01% 3839
2024
Q4 		$6K Buy
73
+61
+508% +$4.78K ﹤0.01% 4138
2024
Q3 		$1K Sell
12
-14
-54% -$1.29K ﹤0.01% 4666
2024
Q2 		$3K Buy
26
+19
+271% +$2K ﹤0.01% 4108
2024
Q1 		$1K Buy
7
+3
+75% +$302 ﹤0.01% 4181
2023
Q4 		$0 Sell
4
-38
-90% -$3.53K ﹤0.01% 4414
2023
Q3 		$4K Sell
42
-66
-61% -$6.7K ﹤0.01% 3580
2023
Q2 		$11K Buy
108
+16
+17% +$1.64K ﹤0.01% 3028
2023
Q1 		$10K Buy
92
+17
+23% +$1.9K ﹤0.01% 2959
2022
Q4 		$7K Buy
75
+34
+83% +$3.4K ﹤0.01% 3019
2022
Q3 		$4K Buy
41
+32
+356% +$3.1K ﹤0.01% 3195
2022
Q2 		$1K Buy
9
+2
+29% +$180 ﹤0.01% 3595
2022
Q1 		$1K Sell
7
-53
-88% -$4.68K ﹤0.01% 3388
2021
Q4 		$6K Buy
+60
New +$5.83K ﹤0.01% 2653
2021
Q2 		$6K Hold
60
– – ﹤0.01% 2309
2021
Q1 		$6K Hold
60
– – ﹤0.01% 2309
2020
Q4 		$6K Hold
60
– – ﹤0.01% 2308
2020
Q3 		$6K Hold
60
– – ﹤0.01% 2308
2020
Q2 		$6K Hold
60
– – ﹤0.01% 2308
2020
Q1 		$6K Hold
60
– – ﹤0.01% 2308
2019
Q4 		$6K Hold
60
– – ﹤0.01% 2308
2019
Q3 		$6K Hold
60
– – ﹤0.01% 2308
2019
Q2 		$6K Hold
60
– – ﹤0.01% 2308
2019
Q1 		$6K Buy
60
+46
+329% +$3.54K ﹤0.01% 2308
2018
Q4 		$1K Buy
+14
New +$1.14K ﹤0.01% 1956
2018
Q3 		– Sell
-11
Closed -$1K – 1947
2018
Q2 		$1K Buy
+11
New +$887 ﹤0.01% 1564

Other funds holding OXM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Carson Wealth (CWM LLC)'s OXM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Oxford Industries (OXM) stake by 498% in Q1 2026, buying an estimated $61.2K and bringing the position to 1,948 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #3498.

Carson Wealth (CWM LLC) first reported a position in OXM in Q2 2018 and has held it in 30 quarters since. 197 funds tracked by Wall St. Rank hold OXM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,948 shares of Oxford Industries worth $75K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,622 Oxford Industries shares in Q1 2026, an estimated $61.2K.
  • Oxford Industries made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3498 holding.
  • Carson Wealth (CWM LLC) first reported a position in Oxford Industries in Q2 2018 and has held it in 30 quarters since.
  • 197 funds tracked by Wall St. Rank held Oxford Industries as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.