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Beacon Financial Advisory’s Marriott International MAR Stock Holding History

Beacon Financial Advisory’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 		$351K Buy
1,073
+25
+2% +$8.22K 0.08% 288
2025
Q4 		$325K Buy
1,048
+120
+13% +$34.3K 0.08% 283
2025
Q3 		$242K Buy
928
+17
+2% +$4.57K 0.06% 333
2025
Q2 		$249K Sell
911
-8
-0.9% -$2.01K 0.06% 302
2025
Q1 		$219K Buy
919
+37
+4% +$10.1K 0.07% 307
2024
Q4 		$246K Buy
882
+13
+1% +$3.57K 0.08% 257
2024
Q3 		$216K Buy
869
+2
+0.2% +$466 0.07% 272
2024
Q2 		$210K Buy
+867
New +$208K 0.08% 266

Other funds holding MAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Beacon Financial Advisory's MAR Position: Q1 2026 in Review

Beacon Financial Advisory increased its Marriott International (MAR) stake by 2.4% in Q1 2026, buying an estimated $8.22K and bringing the position to 1,073 shares worth $351K. The position accounts for 0.08% of the portfolio, ranked #288.

Beacon Financial Advisory first reported a position in MAR in Q2 2024 and has held it in 8 quarters since. 1,632 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

  • Beacon Financial Advisory held 1,073 shares of Marriott International worth $351K as of Q1 2026.
  • Beacon Financial Advisory bought 25 Marriott International shares in Q1 2026, an estimated $8.22K.
  • Marriott International made up 0.08% of Beacon Financial Advisory's portfolio in Q1 2026, its #288 holding.
  • Beacon Financial Advisory first reported a position in Marriott International in Q2 2024 and has held it in 8 quarters since.
  • 1,632 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.