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Aegis Wealth Management (Maryland)’s Marriott International MAR Stock Holding History

Aegis Wealth Management (Maryland)’s Portfolio MAR Stock Details MAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-709
Closed -$220K – 121
2025
Q4 		$220K Buy
+709
New +$203K 0.12% 117

Other funds holding MAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aegis Wealth Management (Maryland)'s MAR Position: Q1 2026 in Review

Aegis Wealth Management (Maryland) sold out of Marriott International (MAR) in Q1 2026, closing a stake of 709 shares — an estimated $220K sold.

Aegis Wealth Management (Maryland) first reported a position in MAR in Q4 2025 and held it in 1 quarter. The position peaked at $220K in Q4 2025. 1,638 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

  • Aegis Wealth Management (Maryland) reported no remaining Marriott International position as of Q1 2026 after selling out during the quarter.
  • Aegis Wealth Management (Maryland) sold 709 Marriott International shares in Q1 2026, an estimated $220K.
  • Aegis Wealth Management (Maryland) first reported a position in Marriott International in Q4 2025 and held it in 1 quarter.
  • Aegis Wealth Management (Maryland)'s Marriott International position peaked at $220K in Q4 2025.
  • 1,638 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q1 2026, filed 23 Apr 2026.