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
Q2 		$1.08M Sell
30,969
-17,902
-37% -$745K ﹤0.01% 2584
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Creative Planning's OXM Position: Q2 2026 in Review

Creative Planning reduced its Oxford Industries (OXM) stake by 37% in Q2 2026, selling an estimated $745K and leaving 30,969 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2584.

Creative Planning first reported a position in OXM in Q3 2014 and has held it in 21 quarters since. The position peaked at $1.88M in Q1 2026. 195 funds tracked by Wall St. Rank hold OXM as of Q2 2026.

  • Creative Planning held 30,969 shares of Oxford Industries worth $1.08M as of Q2 2026.
  • Creative Planning sold 17,902 Oxford Industries shares in Q2 2026, an estimated $745K.
  • Oxford Industries made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2584 holding.
  • Creative Planning first reported a position in Oxford Industries in Q3 2014 and has held it in 21 quarters since.
  • Creative Planning's Oxford Industries position peaked at $1.88M in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Oxford Industries as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.