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Campbell Wealth Management’s Marriott International MAR Stock Holding History

Campbell Wealth Management’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
2024
Q4 		$1.18M Buy
+4,224
New +$1.16M 0.11% 25
2024
Q2 		– Sell
-3,690
Closed -$931K – 74
2024
Q1 		$931K Buy
+3,690
New +$894K 0.09% 29
2023
Q4 		– Sell
-3,690
Closed -$725K – 68
2023
Q3 		$725K Hold
3,690
– – 0.09% 28
2023
Q2 		$678K Buy
3,690
+1
+0% +$173 0.09% 27
2023
Q1 		$613K Sell
3,689
-2
-0.1% -$333 0.08% 34
2022
Q4 		$550K Buy
3,691
+2
+0.1% +$308 0.08% 35
2022
Q3 		$517K Buy
+3,689
New +$564K 0.07% 34
2022
Q2 		– Sell
-3,689
Closed -$648K – 64
2022
Q1 		$648K Hold
3,689
– – 0.08% 26
2021
Q4 		$609K Sell
3,689
-167
-4% -$26.3K 0.07% 27
2021
Q3 		$571K Hold
3,856
– – 0.08% 26
2021
Q2 		$526K Sell
3,856
-34
-0.9% -$4.9K 0.07% 27
2021
Q1 		$576K Hold
3,890
– – 0.08% 28
2020
Q4 		$513K Sell
3,890
-100
-3% -$11.4K 0.07% 28
2020
Q3 		$369K Hold
3,990
– – 0.06% 33
2020
Q2 		$342K Sell
3,990
-149
-4% -$12.9K 0.06% 34
2020
Q1 		$310K Sell
4,139
-241
-6% -$30K 0.07% 31
2019
Q4 		$663K Hold
4,380
– – 0.13% 24
2019
Q3 		$545K Hold
4,380
– – 0.12% 25
2019
Q2 		$614K Sell
4,380
-127
-3% -$16.9K 0.15% 23
2019
Q1 		$564K Hold
4,507
– – 0.15% 21
2018
Q4 		$489K Buy
+4,507
New +$517K 0.15% 22

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Campbell Wealth Management's MAR Position: Q4 2024 in Review

Campbell Wealth Management opened a new position in Marriott International (MAR) in Q4 2024: 4,224 shares worth $1.18M. The stake represents 0.11% of the portfolio and ranks #25 among its holdings. This is a return to the name: Campbell Wealth Management previously reported a position in MAR as recently as Q1 2024.

Campbell Wealth Management first reported a position in MAR in Q4 2018 and has held it in 21 quarters since. 1,528 funds tracked by Wall St. Rank hold MAR as of Q4 2024.

  • Campbell Wealth Management held 4,224 shares of Marriott International worth $1.18M as of Q4 2024.
  • Marriott International was a new Campbell Wealth Management position in Q4 2024.
  • Marriott International made up 0.11% of Campbell Wealth Management's portfolio in Q4 2024, its #25 holding.
  • Campbell Wealth Management first reported a position in Marriott International in Q4 2018 and has held it in 21 quarters since.
  • 1,528 funds tracked by Wall St. Rank held Marriott International as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.