Baldwin Wealth Partners’s Marriott International MAR Stock Holding History

Baldwin Wealth Partners’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 Q2	$15.5M	Sell	41,935 -873	-2%	-$322K	1.02%	28
2026 Q1	$14M	Sell	42,808 -4,873	-10%	-$1.6M	1.02%	27
2025 Q4	$14.8M	Sell	47,681 -694	-1%	-$198K	0.95%	31
2025 Q3	$12.6M	Sell	48,375 -1,945	-4%	-$522K	0.82%	34
2025 Q2	$13.7M	Sell	50,320 -569	-1%	-$143K	0.93%	31
2025 Q1	$12.1M	Sell	50,889 -81	-0.2%	-$22K	0.85%	37
2024 Q4	$14.2M	Buy	50,970 +1,077	+2%	+$296K	0.98%	32
2024 Q3	$12.4M	Buy	49,893 +1,495	+3%	+$348K	0.85%	34
2024 Q2	$11.7M	Sell	48,398 -2,423	-5%	-$582K	0.91%	35
2024 Q1	$12.8M	Sell	50,821 -1,629	-3%	-$394K	0.97%	35
2023 Q4	$11.8M	Buy	52,450 +5,526	+12%	+$1.12M	0.93%	36
2023 Q3	$9.22M	Sell	46,924 -570	-1%	-$113K	0.79%	44
2023 Q2	$8.72M	Buy	47,494 +210	+0.4%	+$36.4K	0.72%	44
2023 Q1	$7.85M	Buy	47,284 +179	+0.4%	+$29.8K	0.68%	47
2022 Q4	$7.01M	Buy	47,105 +7,711	+20%	+$1.19M	0.64%	51
2022 Q3	$5.52M	Sell	39,394 -210	-0.5%	-$32.1K	0.76%	39
2022 Q2	$5.39M	Buy	39,604 +640	+2%	+$106K	0.7%	40
2022 Q1	$6.85M	Buy	38,964 +2,410	+7%	+$401K	0.73%	38
2021 Q4	$6.04M	Buy	36,554 +494	+1%	+$77.7K	0.6%	44
2021 Q3	$5.34M	Buy	36,060 +740	+2%	+$103K	0.59%	45
2021 Q2	$4.82M	Buy	35,320 +34,884	+8,001%	+$5.03M	0.53%	47
2021 Q1	$65K	Buy	+436	New	+$59.5K	0.01%	311
2020 Q2	–	Sell	-60	Closed	-$4K	–	546
2020 Q1	$4K	Sell	60 -125	-68%	-$15.6K	﹤0.01%	483
2019 Q4	$28K	Sell	185 -450	-71%	-$60.3K	﹤0.01%	377
2019 Q3	$79K	Sell	635 -1,341	-68%	-$178K	0.01%	256
2019 Q2	$277K	Sell	1,976 -912	-32%	-$121K	0.04%	174
2019 Q1	$361K	Sell	2,888 -23,681	-89%	-$2.79M	0.05%	155
2018 Q4	$2.88M	Sell	26,569 -68,210	-72%	-$7.83M	0.48%	52
2018 Q3	$12.5M	Sell	94,779 -15	-0%	-$1.91K	1.75%	18
2018 Q2	$12M	Sell	94,794 -2,350	-2%	-$319K	1.87%	17
2018 Q1	$13.2M	Sell	97,144 -17,092	-15%	-$2.4M	2.14%	9
2017 Q4	$15.5M	Sell	114,236 -5,925	-5%	-$727K	2.41%	8
2017 Q3	$13.2M	Sell	120,161 -5,365	-4%	-$553K	2.13%	13
2017 Q2	$12.6M	Sell	125,526 -1,963	-2%	-$196K	2.02%	16
2017 Q1	$12M	Buy	127,489 +478	+0.4%	+$41.5K	1.98%	17
2016 Q4	$10.5M	Sell	127,011 -4,665	-4%	-$351K	1.9%	19
2016 Q3	$8.87M	Sell	131,676 -1,520	-1%	-$107K	1.61%	20
2016 Q2	$8.85M	Sell	133,196 -1,165	-0.9%	-$78.1K	1.82%	21
2016 Q1	$9.56M	Buy	134,361 +102	+0.1%	+$6.67K	1.72%	17
2015 Q4	$9M	Sell	134,259 -1,332	-1%	-$96.4K	1.47%	21
2015 Q3	$9.25M	Sell	135,591 -1,336	-1%	-$96.6K	1.56%	21
2015 Q2	$10.2M	Sell	136,927 -231	-0.2%	-$18.3K	1.51%	19
2015 Q1	$11M	Sell	137,158 -14,285	-9%	-$1.14M	1.62%	19
2014 Q4	$11.8M	Sell	151,443 -42,290	-22%	-$3.12M	1.71%	15
2014 Q3	$13.5M	Sell	193,733 -1,365	-0.7%	-$92.5K	1.92%	8
2014 Q2	$12.5M	Buy	195,098 +645	+0.3%	+$38.3K	1.86%	10
2014 Q1	$10.9M	Buy	194,453 +10,300	+6%	+$532K	1.75%	13
2013 Q4	$9.09M	Buy	184,153 +11,995	+7%	+$546K	1.46%	22
2013 Q3	$7.24M	Buy	+172,158	New	+$7.14M	1.32%	23

Other funds holding MAR

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Baldwin Wealth Partners's MAR Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Marriott International (MAR) stake by 2% in Q2 2026, selling an estimated $322K and leaving 41,935 shares worth $15.5M. The position accounts for 1.02% of the portfolio, ranked #28.

Baldwin Wealth Partners first reported a position in MAR in Q3 2013 and has held it in 49 quarters since. 845 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

Baldwin Wealth Partners held 41,935 shares of Marriott International worth $15.5M as of Q2 2026.
Baldwin Wealth Partners sold 873 Marriott International shares in Q2 2026, an estimated $322K.
Marriott International made up 1.02% of Baldwin Wealth Partners's portfolio in Q2 2026, its #28 holding.
Baldwin Wealth Partners first reported a position in Marriott International in Q3 2013 and has held it in 49 quarters since.
845 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.