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Cherry Tree Wealth Management’s Oxford Industries OXM Stock Holding History

Cherry Tree 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
2025
Q4 		– Sell
-263
Closed -$10.7K – 623
2025
Q3 		$10.7K Hold
263
– – ﹤0.01% 402
2025
Q2 		$10.6K Sell
263
-337
-56% -$16.9K ﹤0.01% 405
2025
Q1 		$35.2K Hold
600
– – 0.01% 287
2024
Q4 		$47.3K Hold
600
– – 0.01% 255
2024
Q3 		$52.1K Hold
600
– – 0.01% 256
2024
Q2 		$60.1K Hold
600
– – 0.02% 244
2024
Q1 		$67.4K Hold
600
– – 0.02% 234
2023
Q4 		$60K Hold
600
– – 0.02% 231
2023
Q3 		$57.7K Buy
+600
New +$60.9K 0.02% 223

Other funds holding OXM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Arrowstreet Capital
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

Cherry Tree Wealth Management's OXM Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of Oxford Industries (OXM) in Q4 2025, closing a stake of 263 shares — an estimated $10.7K sold.

Cherry Tree Wealth Management first reported a position in OXM in Q3 2023 and held it in 9 quarters. The position peaked at $67.4K in Q1 2024. 190 funds tracked by Wall St. Rank hold OXM as of Q4 2025.

  • Cherry Tree Wealth Management reported no remaining Oxford Industries position as of Q4 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 263 Oxford Industries shares in Q4 2025, an estimated $10.7K.
  • Cherry Tree Wealth Management first reported a position in Oxford Industries in Q3 2023 and held it in 9 quarters.
  • Cherry Tree Wealth Management's Oxford Industries position peaked at $67.4K in Q1 2024.
  • 190 funds tracked by Wall St. Rank held Oxford Industries as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.