Evelyn Partners Investment Management’s Marriott International MAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$576K Sell
1,762
-65
-4% -$21.4K 0.02% 156
2025
Q4
$567K Hold
1,827
0.02% 159
2025
Q3
$476K Sell
1,827
-80
-4% -$21.5K 0.01% 166
2025
Q2
$521K Buy
1,907
+80
+4% +$20.1K 0.02% 161
2025
Q1
$435K Sell
1,827
-50
-3% -$13.6K 0.01% 167
2024
Q4
$524K Buy
+1,877
New +$515K 0.02% 150

Other funds holding MAR

Evelyn Partners Investment Management's MAR Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Marriott International (MAR) stake by 3.6% in Q1 2026, selling an estimated $21.4K and leaving 1,762 shares worth $576K. The position accounts for 0.02% of the portfolio, ranked #156.

Evelyn Partners Investment Management first reported a position in MAR in Q4 2024 and has held it in 6 quarters since. 1,632 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

  • Evelyn Partners Investment Management held 1,762 shares of Marriott International worth $576K as of Q1 2026.
  • Evelyn Partners Investment Management sold 65 Marriott International shares in Q1 2026, an estimated $21.4K.
  • Marriott International made up 0.02% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #156 holding.
  • Evelyn Partners Investment Management first reported a position in Marriott International in Q4 2024 and has held it in 6 quarters since.
  • 1,632 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.