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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
Q2 		$344K Sell
929
-144
-13% -$53.1K 0.07% 310
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Beacon Financial Advisory's MAR Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Marriott International (MAR) stake by 13% in Q2 2026, selling an estimated $53.1K and leaving 929 shares worth $344K. The position accounts for 0.07% of the portfolio, ranked #310.

Beacon Financial Advisory first reported a position in MAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $351K in Q1 2026. 1,755 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Beacon Financial Advisory held 929 shares of Marriott International worth $344K as of Q2 2026.
  • Beacon Financial Advisory sold 144 Marriott International shares in Q2 2026, an estimated $53.1K.
  • Marriott International made up 0.07% of Beacon Financial Advisory's portfolio in Q2 2026, its #310 holding.
  • Beacon Financial Advisory first reported a position in Marriott International in Q2 2024 and has held it in 9 quarters since.
  • Beacon Financial Advisory's Marriott International position peaked at $351K in Q1 2026.
  • 1,755 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.