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Apexium Financial’s Marriott International MAR Stock Holding History

Apexium Financial’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
2025
Q3 		$422K Sell
1,619
-12
-0.7% -$3.22K 0.02% 213
2025
Q2 		$446K Sell
1,631
-103
-6% -$25.8K 0.02% 195
2025
Q1 		$413K Buy
1,734
+64
+4% +$17.4K 0.02% 192
2024
Q4 		$466K Hold
1,670
– – 0.03% 167
2024
Q3 		$415K Hold
1,670
– – 0.03% 159
2024
Q2 		$404K Hold
1,670
– – 0.03% 151
2024
Q1 		$421K Hold
1,670
– – 0.03% 156
2023
Q4 		$377K Hold
1,670
– – 0.03% 197
2023
Q3 		$328K Hold
1,670
– – 0.03% 162
2023
Q2 		$307K Hold
1,670
– – 0.03% 174
2023
Q1 		$277K Buy
1,670
+6
+0.4% +$999 0.03% 177
2022
Q4 		$248K Buy
1,664
+8
+0.5% +$1.23K 0.03% 179
2022
Q3 		$232K Buy
1,656
+56
+4% +$8.55K 0.03% 179
2022
Q2 		$218K Sell
1,600
-47
-3% -$7.76K 0.13% 89
2022
Q1 		$274K Hold
1,647
– – 0.14% 78
2021
Q4 		$272K Hold
1,647
– – 0.14% 79
2021
Q3 		$244K Hold
1,647
– – 0.14% 78
2021
Q2 		$225K Hold
1,647
– – 0.14% 74
2021
Q1 		$244K Hold
1,647
– – 0.18% 66
2020
Q4 		$217K Buy
+1,647
New +$188K 0.17% 69
2020
Q1 		– Sell
-1,703
Closed -$258K – 74
2019
Q4 		$258K Buy
+1,703
New +$228K 0.33% 53

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Apexium Financial's MAR Position: Q3 2025 in Review

Apexium Financial reduced its Marriott International (MAR) stake by 0.74% in Q3 2025, selling an estimated $3.22K and leaving 1,619 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #213.

Apexium Financial first reported a position in MAR in Q4 2019 and has held it in 21 quarters since. The position peaked at $466K in Q4 2024. 1,438 funds tracked by Wall St. Rank hold MAR as of Q3 2025.

  • Apexium Financial held 1,619 shares of Marriott International worth $422K as of Q3 2025.
  • Apexium Financial sold 12 Marriott International shares in Q3 2025, an estimated $3.22K.
  • Marriott International made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #213 holding.
  • Apexium Financial first reported a position in Marriott International in Q4 2019 and has held it in 21 quarters since.
  • Apexium Financial's Marriott International position peaked at $466K in Q4 2024.
  • 1,438 funds tracked by Wall St. Rank held Marriott International as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.