CWM
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Compass Wealth Management’s Marriott International MAR Stock Holding History

Compass 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
2026
Q1 		$5.73M Sell
17,524
-335
-2% -$110K 1.42% 25
2025
Q4 		$5.54M Sell
17,859
-290
-2% -$82.8K 1.38% 28
2025
Q3 		$4.73M Sell
18,149
-55
-0.3% -$14.8K 1.06% 34
2025
Q2 		$4.97M Sell
18,204
-325
-2% -$81.5K 1.18% 30
2025
Q1 		$4.41M Sell
18,529
-878
-5% -$239K 1.13% 32
2024
Q4 		$5.41M Sell
19,407
-260
-1% -$71.4K 1.3% 22
2024
Q3 		$4.89M Sell
19,667
-580
-3% -$135K 1.15% 32
2024
Q2 		$4.9M Sell
20,247
-50
-0.2% -$12K 1.21% 28
2024
Q1 		$5.12M Sell
20,297
-183
-0.9% -$44.3K 1.28% 26
2023
Q4 		$4.62M Sell
20,480
-210
-1% -$42.6K 1.29% 21
2023
Q3 		$4.07M Sell
20,690
-50
-0.2% -$9.93K 1.28% 27
2023
Q2 		$3.81M Sell
20,740
-30
-0.1% -$5.2K 1.15% 32
2023
Q1 		$3.45M Sell
20,770
-365
-2% -$60.8K 1.1% 33
2022
Q4 		$3.15M Buy
+21,135
New +$3.25M 1.03% 34

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

Compass Wealth Management's MAR Position: Q1 2026 in Review

Compass Wealth Management reduced its Marriott International (MAR) stake by 1.9% in Q1 2026, selling an estimated $110K and leaving 17,524 shares worth $5.73M. The position accounts for 1.42% of the portfolio, ranked #25.

Compass Wealth Management first reported a position in MAR in Q4 2022 and has held it in 14 quarters since. 1,630 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

  • Compass Wealth Management held 17,524 shares of Marriott International worth $5.73M as of Q1 2026.
  • Compass Wealth Management sold 335 Marriott International shares in Q1 2026, an estimated $110K.
  • Marriott International made up 1.42% of Compass Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Compass Wealth Management first reported a position in Marriott International in Q4 2022 and has held it in 14 quarters since.
  • 1,630 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Compass Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.