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Pinnacle Wealth Planning Services’s Oxford Industries OXM Stock Holding History

Pinnacle Wealth Planning Services’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 		$17.8K Sell
463
-398
-46% -$15K ﹤0.01% 1752
2025
Q4 		$29.4K Buy
+861
New +$32K ﹤0.01% 1529
2021
Q1 		– Sell
-1,566
Closed -$103K – 1465
2020
Q4 		$103K Buy
+1,566
New +$80.9K 0.02% 454

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

Pinnacle Wealth Planning Services's OXM Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Oxford Industries (OXM) stake by 46% in Q1 2026, selling an estimated $15K and leaving 463 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Pinnacle Wealth Planning Services first reported a position in OXM in Q4 2020 and has held it in 3 quarters since. The position peaked at $103K in Q4 2020. 197 funds tracked by Wall St. Rank hold OXM as of Q1 2026.

  • Pinnacle Wealth Planning Services held 463 shares of Oxford Industries worth $17.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 398 Oxford Industries shares in Q1 2026, an estimated $15K.
  • Oxford Industries made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1752 holding.
  • Pinnacle Wealth Planning Services first reported a position in Oxford Industries in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Oxford Industries position peaked at $103K in Q4 2020.
  • 197 funds tracked by Wall St. Rank held Oxford Industries as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.