Eads & Heald Wealth Management’s Marriott International MAR Stock Holding History

Eads & Heald 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	$1.57M	Sell	4,812 -252	-5%	-$82.9K	0.78%	53
2025 Q4	$1.57M	Sell	5,064 -81	-2%	-$23.1K	0.76%	59
2025 Q3	$1.34M	Buy	5,145 +43	+0.8%	+$11.5K	0.64%	66
2025 Q2	$1.39M	Sell	5,102 -511	-9%	-$128K	0.69%	62
2025 Q1	$1.34M	Sell	5,613 -241	-4%	-$65.5K	0.68%	65
2024 Q4	$1.63M	Buy	5,854 +2	+0%	+$549	0.8%	55
2024 Q3	$1.46M	Sell	5,852 -155	-3%	-$36.1K	0.69%	65
2024 Q2	$1.45M	Buy	6,007 +69	+1%	+$16.6K	0.7%	65
2024 Q1	$1.5M	Buy	5,938 +494	+9%	+$120K	0.7%	68
2023 Q4	$1.23M	Buy	5,444 +178	+3%	+$36.1K	0.59%	80
2023 Q3	$1.03M	Sell	5,266 -172	-3%	-$34.2K	0.54%	83
2023 Q2	$999K	Buy	5,438 +32	+0.6%	+$5.55K	0.49%	86
2023 Q1	$898K	Sell	5,406 -12	-0.2%	-$2K	0.44%	87
2022 Q4	$807K	Sell	5,418 -310	-5%	-$47.7K	0.41%	94
2022 Q3	$803K	Buy	5,728 +3,805	+198%	+$581K	0.46%	89
2022 Q2	$262K	Buy	1,923 +456	+31%	+$75.3K	0.14%	136
2022 Q1	$258K	Buy	1,467 +135	+10%	+$22.4K	0.12%	135
2021 Q4	$220K	Buy	+1,332	New	+$210K	0.1%	145
2020 Q2	–	Sell	-3,788	Closed	-$283K	–	123
2020 Q1	$283K	Sell	3,788 -7,045	-65%	-$876K	0.2%	111
2019 Q4	$1.64M	Sell	10,833 -402	-4%	-$53.9K	0.87%	55
2019 Q3	$1.4M	Buy	11,235 +775	+7%	+$103K	0.78%	61
2019 Q2	$1.47M	Buy	10,460 +5,755	+122%	+$764K	0.83%	58
2019 Q1	$589K	Buy	4,705 +535	+13%	+$63K	0.34%	101
2018 Q4	$453K	Buy	4,170 +10	+0.2%	+$1.15K	0.3%	107
2018 Q3	$549K	Buy	4,160 +104	+3%	+$13.3K	0.32%	105
2018 Q2	$513K	Sell	4,056 -70	-2%	-$9.52K	0.32%	105
2018 Q1	$561K	Sell	4,126 -55	-1%	-$7.71K	0.36%	99
2017 Q4	$567K	Sell	4,181 -325	-7%	-$39.9K	0.33%	102
2017 Q3	$497K	Sell	4,506 -335	-7%	-$34.5K	0.31%	104
2017 Q2	$486K	Sell	4,841 -235	-5%	-$23.5K	0.31%	104
2017 Q1	$478K	Sell	5,076 -5	-0.1%	-$434	0.31%	101
2016 Q4	$420K	Hold	5,081	–	–	0.29%	108
2016 Q3	$342K	Hold	5,081	–	–	0.24%	115
2016 Q2	$338K	Sell	5,081 -303	-6%	-$20.3K	0.23%	112
2016 Q1	$383K	Sell	5,384 -315	-6%	-$20.6K	0.27%	109
2015 Q4	$382K	Hold	5,699	–	–	0.26%	114
2015 Q3	$389K	Sell	5,699 -358	-6%	-$25.9K	0.28%	113
2015 Q2	$451K	Sell	6,057 -55	-0.9%	-$4.35K	0.3%	107
2015 Q1	$491K	Sell	6,112 -685	-10%	-$54.6K	0.32%	106
2014 Q4	$530K	Sell	6,797 -155	-2%	-$11.4K	0.34%	102
2014 Q3	$486K	Sell	6,952 -647	-9%	-$43.8K	0.33%	102
2014 Q2	$487K	Sell	7,599 -1,275	-14%	-$75.7K	0.32%	99
2014 Q1	$497K	Sell	8,874 -352	-4%	-$18.2K	0.33%	98
2013 Q4	$455K	Sell	9,226 -299	-3%	-$13.6K	0.3%	96
2013 Q3	$401K	Sell	9,525 -1,539	-14%	-$63.8K	0.29%	100
2013 Q2	$447K	Buy	+11,064	New	+$462K	0.32%	95

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 $298B AUM 21.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Eads & Heald Wealth Management's MAR Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its Marriott International (MAR) stake by 5% in Q1 2026, selling an estimated $82.9K and leaving 4,812 shares worth $1.57M. The position accounts for 0.78% of the portfolio, ranked #53.

Eads & Heald Wealth Management first reported a position in MAR in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.64M in Q4 2019. 1,630 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

Eads & Heald Wealth Management held 4,812 shares of Marriott International worth $1.57M as of Q1 2026.
Eads & Heald Wealth Management sold 252 Marriott International shares in Q1 2026, an estimated $82.9K.
Marriott International made up 0.78% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #53 holding.
Eads & Heald Wealth Management first reported a position in Marriott International in Q2 2013 and has held it in 46 quarters since.
Eads & Heald Wealth Management's Marriott International position peaked at $1.64M in Q4 2019.
1,630 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.