Consilium Wealth Advisory’s Marriott International MAR Stock Holding History

Consilium Wealth 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 Q1	$399K	Hold	1,221	–	–	0.14%	81
2025 Q4	$379K	Buy	1,221 +1	+0.1%	+$286	0.14%	75
2025 Q3	$318K	Hold	1,220	–	–	0.12%	79
2025 Q2	$333K	Hold	1,220	–	–	0.14%	77
2025 Q1	$291K	Buy	1,220 +20	+2%	+$5.44K	0.15%	76
2024 Q4	$335K	Hold	1,200	–	–	0.16%	72
2024 Q3	$298K	Sell	1,200 -11	-0.9%	-$2.56K	0.16%	72
2024 Q2	$293K	Hold	1,211	–	–	0.16%	75
2024 Q1	$306K	Hold	1,211	–	–	0.17%	73
2023 Q4	$273K	Hold	1,211	–	–	0.16%	75
2023 Q3	$238K	Hold	1,211	–	–	0.17%	76
2023 Q2	$222K	Sell	1,211 -18	-1%	-$3.12K	0.15%	78
2023 Q1	$204K	Sell	1,229 -850	-41%	-$142K	0.17%	74
2022 Q4	$310K	Hold	2,079	–	–	0.26%	64
2022 Q3	$291K	Sell	2,079 -43	-2%	-$6.57K	0.32%	57
2022 Q2	$289K	Hold	2,122	–	–	0.31%	63
2022 Q1	$373K	Sell	2,122 -3	-0.1%	-$499	0.27%	64
2021 Q4	$351K	Buy	+2,125	New	+$334K	0.23%	72

Other funds holding MAR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Consilium Wealth Advisory's MAR Position: Q1 2026 in Review

Consilium Wealth Advisory held its Marriott International (MAR) position steady in Q1 2026 at 1,221 shares worth $399K. The position accounts for 0.14% of the portfolio, ranked #81.

Consilium Wealth Advisory first reported a position in MAR in Q4 2021 and has held it in 18 quarters since. 1,632 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

Consilium Wealth Advisory held 1,221 shares of Marriott International worth $399K as of Q1 2026.
Consilium Wealth Advisory left its Marriott International share count unchanged in Q1 2026.
Marriott International made up 0.14% of Consilium Wealth Advisory's portfolio in Q1 2026, its #81 holding.
Consilium Wealth Advisory first reported a position in Marriott International in Q4 2021 and has held it in 18 quarters since.
1,632 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.