Evermay Wealth 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 | $973K | Sell |
2,974
-605
| -17% | -$199K | 0.11% | 89 |
|
|
2025
Q4 | $1.11M | Buy |
3,579
+56
| +2% | +$16K | 0.12% | 78 |
|
|
2025
Q3 | $918K | Hold |
3,523
| – | – | 0.1% | 89 |
|
|
2025
Q2 | $963K | Buy |
3,523
+624
| +22% | +$157K | 0.12% | 86 |
|
|
2025
Q1 | $691K | Sell |
2,899
-516
| -15% | -$140K | 0.09% | 98 |
|
|
2024
Q4 | $953K | Buy |
3,415
+38
| +1% | +$10.4K | 0.14% | 80 |
|
|
2024
Q3 | $840K | Buy |
3,377
+171
| +5% | +$39.8K | 0.13% | 90 |
|
|
2024
Q2 | $775K | Sell |
3,206
-64
| -2% | -$15.4K | 0.12% | 92 |
|
|
2024
Q1 | $825K | Sell |
3,270
-24
| -0.7% | -$5.81K | 0.12% | 91 |
|
|
2023
Q4 | $743K | Sell |
3,294
-24
| -0.7% | -$4.87K | 0.14% | 79 |
|
|
2023
Q3 | $652K | Buy |
3,318
+30
| +0.9% | +$5.96K | 0.13% | 79 |
|
|
2023
Q2 | $604K | Sell |
3,288
-148
| -4% | -$25.7K | 0.12% | 88 |
|
|
2023
Q1 | $571K | Buy |
3,436
+141
| +4% | +$23.5K | 0.12% | 87 |
|
|
2022
Q4 | $491K | Buy |
3,295
+315
| +11% | +$48.5K | 0.1% | 99 |
|
|
2022
Q3 | $418K | Buy |
2,980
+137
| +5% | +$20.9K | 0.08% | 102 |
|
|
2022
Q2 | $387K | Hold |
2,843
| – | – | 0.08% | 111 |
|
|
2022
Q1 | $500K | Hold |
2,843
| – | – | 0.08% | 111 |
|
|
2021
Q4 | $470K | Sell |
2,843
-47
| -2% | -$7.39K | 0.08% | 101 |
|
|
2021
Q3 | $428K | Buy |
2,890
+70
| +2% | +$9.77K | 0.08% | 96 |
|
|
2021
Q2 | $385K | Hold |
2,820
| – | – | 0.07% | 117 |
|
|
2021
Q1 | $418K | Hold |
2,820
| – | – | 0.08% | 108 |
|
|
2020
Q4 | $372K | Buy |
2,820
+30
| +1% | +$3.43K | 0.08% | 116 |
|
|
2020
Q3 | $258K | Hold |
2,790
| – | – | 0.06% | 135 |
|
|
2020
Q2 | $239K | Hold |
2,790
| – | – | 0.06% | 134 |
|
|
2020
Q1 | $209K | Sell |
2,790
-1,534
| -35% | -$191K | 0.06% | 133 |
|
|
2019
Q4 | $655K | Buy |
4,324
+1,534
| +55% | +$206K | 0.16% | 68 |
|
|
2019
Q3 | $347K | Hold |
2,790
| – | – | 0.09% | 101 |
|
|
2019
Q2 | $391K | Hold |
2,790
| – | – | 0.11% | 95 |
|
|
2019
Q1 | $349K | Hold |
2,790
| – | – | 0.1% | 100 |
|
|
2018
Q4 | $303K | Sell |
2,790
-963
| -26% | -$111K | 0.1% | 98 |
|
|
2018
Q3 | $496K | Hold |
3,753
| – | – | 0.15% | 73 |
|
|
2018
Q2 | $475K | Buy |
3,753
+963
| +35% | +$131K | 0.16% | 76 |
|
|
2018
Q1 | $379K | Sell |
2,790
-2,351
| -46% | -$329K | 0.13% | 87 |
|
|
2017
Q4 | $698K | Hold |
5,141
| – | – | 0.26% | 49 |
|
|
2017
Q3 | $567K | Hold |
5,141
| – | – | 0.25% | 37 |
|
|
2017
Q2 | $516K | Sell |
5,141
-1,390
| -21% | -$139K | 0.23% | 37 |
|
|
2017
Q1 | $615K | Buy |
6,531
+1,534
| +31% | +$133K | 0.28% | 33 |
|
|
2016
Q4 | $413K | Hold |
4,997
| – | – | 0.2% | 40 |
|
|
2016
Q3 | $336K | Buy |
+4,997
| New | +$352K | 0.17% | 47 |
|
Other funds holding MAR
VCM
VPM
Evermay Wealth Management's MAR Position: Q1 2026 in Review
Evermay Wealth Management reduced its Marriott International (MAR) stake by 17% in Q1 2026, selling an estimated $199K and leaving 2,974 shares worth $973K. The position accounts for 0.11% of the portfolio, ranked #89.
Evermay Wealth Management first reported a position in MAR in Q3 2016 and has held it in 39 quarters since. The position peaked at $1.11M in Q4 2025. 1,630 funds tracked by Wall St. Rank hold MAR as of Q1 2026.
- Evermay Wealth Management held 2,974 shares of Marriott International worth $973K as of Q1 2026.
- Evermay Wealth Management sold 605 Marriott International shares in Q1 2026, an estimated $199K.
- Marriott International made up 0.11% of Evermay Wealth Management's portfolio in Q1 2026, its #89 holding.
- Evermay Wealth Management first reported a position in Marriott International in Q3 2016 and has held it in 39 quarters since.
- Evermay Wealth Management's Marriott International position peaked at $1.11M in Q4 2025.
- 1,630 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.
Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.