BFP
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Birchwood Financial Partners’s Marriott International MAR Stock Holding History

Birchwood Financial 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 		$38.9K Hold
105
– – 0.03% 196
2026
Q1 		$34.3K Hold
105
– – 0.03% 202
2025
Q4 		$32.6K Buy
+105
New +$30K 0.03% 206

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Invesco
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Fidelity Investments
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Wellington Management Group
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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

Birchwood Financial Partners's MAR Position: Q2 2026 in Review

Birchwood Financial Partners held its Marriott International (MAR) position steady in Q2 2026 at 105 shares worth $38.9K. The position accounts for 0.03% of the portfolio, ranked #196.

Birchwood Financial Partners first reported a position in MAR in Q4 2025 and has held it in 3 quarters since. 1,745 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Birchwood Financial Partners held 105 shares of Marriott International worth $38.9K as of Q2 2026.
  • Birchwood Financial Partners left its Marriott International share count unchanged in Q2 2026.
  • Marriott International made up 0.03% of Birchwood Financial Partners's portfolio in Q2 2026, its #196 holding.
  • Birchwood Financial Partners first reported a position in Marriott International in Q4 2025 and has held it in 3 quarters since.
  • 1,745 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.