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Whipplewood Advisors’s Oxford Industries OXM Stock Holding History

Whipplewood Advisors’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 		– Sell
-7
Closed -$270 – 933
2026
Q1 		$270 Buy
+7
New +$264 ﹤0.01% 1022
2025
Q3 		– Sell
-7
Closed -$282 – 917
2025
Q2 		$282 Sell
7
-107
-94% -$5.38K ﹤0.01% 1157
2025
Q1 		$411 Buy
114
+107
+1,529% +$7.69K ﹤0.01% 1148
2024
Q4 		$551 Buy
+7
New +$549 ﹤0.01% 1102

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

Whipplewood Advisors's OXM Position: Q2 2026 in Review

Whipplewood Advisors sold out of Oxford Industries (OXM) in Q2 2026, closing a stake of 7 shares — an estimated $270 sold.

Whipplewood Advisors first reported a position in OXM in Q4 2024 and held it in 4 quarters. The position peaked at $551 in Q4 2024. 195 funds tracked by Wall St. Rank hold OXM as of Q2 2026.

  • Whipplewood Advisors reported no remaining Oxford Industries position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 7 Oxford Industries shares in Q2 2026, an estimated $270.
  • Whipplewood Advisors first reported a position in Oxford Industries in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Oxford Industries position peaked at $551 in Q4 2024.
  • 195 funds tracked by Wall St. Rank held Oxford Industries as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.