Creative Planning
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Creative Planning’s Oxford Industries OXM Stock Holding History

Creative Planning’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 		$1.88M Buy
48,871
+27,688
+131% +$1.04M ﹤0.01% 1937
2025
Q4 		$724K Buy
21,183
+8,282
+64% +$308K ﹤0.01% 2541
2025
Q3 		$523K Sell
12,901
-665
-5% -$28.8K ﹤0.01% 2674
2025
Q2 		$546K Buy
13,566
+7,251
+115% +$365K ﹤0.01% 2393
2025
Q1 		$371K Sell
6,315
-844
-12% -$60.7K ﹤0.01% 2570
2024
Q4 		$564K Buy
7,159
+3,274
+84% +$257K ﹤0.01% 2114
2024
Q3 		$337K Buy
3,885
+219
+6% +$20.2K ﹤0.01% 2430
2024
Q2 		$367K Buy
3,666
+3
+0.1% +$316 ﹤0.01% 2195
2024
Q1 		$412K Buy
3,663
+50
+1% +$5.03K ﹤0.01% 2006
2023
Q4 		$361K Buy
3,613
+101
+3% +$9.39K ﹤0.01% 1956
2023
Q3 		$338K Buy
3,512
+651
+23% +$66K ﹤0.01% 1835
2023
Q2 		$282K Sell
2,861
-8
-0.3% -$819 ﹤0.01% 1957
2023
Q1 		$303K Buy
2,869
+10
+0.3% +$1.12K ﹤0.01% 1814
2022
Q4 		$266K Buy
+2,859
New +$286K ﹤0.01% 1804
2017
Q3 		– Sell
-200
Closed -$12K – 3150
2017
Q2 		$12K Hold
200
– – ﹤0.01% 3521
2017
Q1 		$11K Hold
200
– – ﹤0.01% 3533
2016
Q4 		$12K Hold
200
– – ﹤0.01% 3432
2016
Q3 		$14K Buy
200
+170
+567% +$10.6K ﹤0.01% 3278
2016
Q2 		$2K Buy
+30
New +$1.86K ﹤0.01% 4035
2014
Q4 		– Sell
-1,000
Closed -$61K – 4294
2014
Q3 		$61K Buy
+1,000
New +$63.1K ﹤0.01% 1789

Other funds holding OXM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $654B AUM 26.35% 1-Year Est. Return
American Century Companies
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Creative Planning's OXM Position: Q1 2026 in Review

Creative Planning increased its Oxford Industries (OXM) stake by 131% in Q1 2026, buying an estimated $1.04M and bringing the position to 48,871 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1937.

Creative Planning first reported a position in OXM in Q3 2014 and has held it in 20 quarters since. 197 funds tracked by Wall St. Rank hold OXM as of Q1 2026.

  • Creative Planning held 48,871 shares of Oxford Industries worth $1.88M as of Q1 2026.
  • Creative Planning bought 27,688 Oxford Industries shares in Q1 2026, an estimated $1.04M.
  • Oxford Industries made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1937 holding.
  • Creative Planning first reported a position in Oxford Industries in Q3 2014 and has held it in 20 quarters since.
  • 197 funds tracked by Wall St. Rank held Oxford Industries as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.