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Capital & Planning LLC’s Marvell Technology MRVL Stock Holding History

Capital & Planning LLC’s Portfolio MRVL Stock Details MRVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.1K Buy
+294
New +$24.7K 0.02% 69
2025
Q1 		– Sell
-244
Closed -$26.9K – 121
2024
Q4 		$26.9K Buy
+244
New +$22.7K 0.02% 65

Other funds holding MRVL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital & Planning LLC's MRVL Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Marvell Technology (MRVL) in Q1 2026: 294 shares worth $29.1K. The stake represents 0.02% of the portfolio and ranks #69 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in MRVL as recently as Q4 2024.

Capital & Planning LLC first reported a position in MRVL in Q4 2024 and has held it in 2 quarters since. 1,544 funds tracked by Wall St. Rank hold MRVL as of Q1 2026.

  • Capital & Planning LLC held 294 shares of Marvell Technology worth $29.1K as of Q1 2026.
  • Marvell Technology was a new Capital & Planning LLC position in Q1 2026.
  • Marvell Technology made up 0.02% of Capital & Planning LLC's portfolio in Q1 2026, its #69 holding.
  • Capital & Planning LLC first reported a position in Marvell Technology in Q4 2024 and has held it in 2 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Marvell Technology as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.