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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
Q2 		$1.19K Sell
34
-429
-93% -$17.8K ﹤0.01% 2559
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

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

Pinnacle Wealth Planning Services's OXM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Oxford Industries (OXM) stake by 93% in Q2 2026, selling an estimated $17.8K and leaving 34 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2559.

Pinnacle Wealth Planning Services first reported a position in OXM in Q4 2020 and has held it in 4 quarters since. The position peaked at $103K in Q4 2020. 195 funds tracked by Wall St. Rank hold OXM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 34 shares of Oxford Industries worth $1.19K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 429 Oxford Industries shares in Q2 2026, an estimated $17.8K.
  • Oxford Industries made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2559 holding.
  • Pinnacle Wealth Planning Services first reported a position in Oxford Industries in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Oxford Industries position peaked at $103K in Q4 2020.
  • 195 funds tracked by Wall St. Rank held Oxford Industries as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.