Cassaday & Co Wealth Management’s Oxford Industries OXM Stock Holding History

Cassaday & Co Wealth Management’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 Q3	$631K	Buy	25,810 +5,715	+28%	+$200K	0.01%	210
2026 Q2	$701K	Hold	20,095	–	–	0.01%	189
2026 Q1	$774K	Hold	20,095	–	–	0.02%	167
2025 Q4	$687K	Hold	20,095	–	–	0.01%	187
2025 Q3	$815K	Hold	20,095	–	–	0.02%	155
2025 Q2	$809K	Hold	20,095	–	–	0.02%	153
2025 Q1	$1.18M	Buy	20,095 +7,522	+60%	+$541K	0.03%	97
2024 Q4	$991K	Hold	12,573	–	–	0.03%	120
2024 Q3	$1.09M	Hold	12,573	–	–	0.03%	103
2024 Q2	$1.26M	Sell	12,573 -33,587	-73%	-$3.54M	0.04%	87
2024 Q1	$5.19M	Hold	46,160	–	–	0.17%	34
2023 Q4	$4.62M	Buy	46,160 +12,648	+38%	+$1.18M	0.16%	34
2023 Q3	$3.22M	Hold	33,512	–	–	0.13%	37
2023 Q2	$3.3M	Hold	33,512	–	–	0.13%	37
2023 Q1	$3.54M	Buy	33,512 +3,314	+11%	+$370K	0.15%	35
2022 Q4	$2.81M	Buy	+30,198	New	+$3.02M	0.13%	38

Other funds holding OXM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Global Alpha Capital Management Montreal, Quebec, Canada $1.53B AUM 13.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cassaday & Co Wealth Management's OXM Position: Q3 2026 in Review

Cassaday & Co Wealth Management increased its Oxford Industries (OXM) stake by 28% in Q3 2026, buying an estimated $200K and bringing the position to 25,810 shares worth $631K. The position accounts for 0.01% of the portfolio, ranked #210.

Cassaday & Co Wealth Management first reported a position in OXM in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.19M in Q1 2024. 94 funds tracked by Wall St. Rank hold OXM as of Q3 2026.

Cassaday & Co Wealth Management held 25,810 shares of Oxford Industries worth $631K as of Q3 2026.
Cassaday & Co Wealth Management bought 5,715 Oxford Industries shares in Q3 2026, an estimated $200K.
Oxford Industries made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #210 holding.
Cassaday & Co Wealth Management first reported a position in Oxford Industries in Q4 2022 and has held it in 16 quarters since.
Cassaday & Co Wealth Management's Oxford Industries position peaked at $5.19M in Q1 2024.
94 funds tracked by Wall St. Rank held Oxford Industries as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.