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Forum Financial Management’s Marriott International MAR Stock Holding History

Forum Financial 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
Q2 		$4.35M Sell
11,747
-1,000
-8% -$369K 0.06% 56
2026
Q1 		$4.17M Sell
12,747
-1,897
-13% -$624K 0.06% 55
2025
Q4 		$4.54M Sell
14,644
-273
-2% -$78K 0.06% 68
2025
Q3 		$3.89M Buy
14,917
+464
+3% +$125K 0.05% 75
2025
Q2 		$3.95M Buy
14,453
+238
+2% +$59.7K 0.06% 70
2025
Q1 		$3.39M Buy
14,215
+3,076
+28% +$836K 0.06% 73
2024
Q4 		$3.11M Buy
11,139
+1,238
+13% +$340K 0.05% 78
2024
Q3 		$2.46M Buy
9,901
+5
+0.1% +$1.16K 0.04% 83
2024
Q2 		$2.39M Buy
9,896
+5,740
+138% +$1.38M 0.04% 78
2024
Q1 		$1.05M Sell
4,156
-70
-2% -$17K 0.02% 186
2023
Q4 		$953K Sell
4,226
-32
-0.8% -$6.49K 0.02% 172
2023
Q3 		$837K Buy
4,258
+13
+0.3% +$2.58K 0.02% 182
2023
Q2 		$780K Buy
4,245
+48
+1% +$8.33K 0.02% 194
2023
Q1 		$697K Buy
4,197
+2,398
+133% +$399K 0.02% 193
2022
Q4 		$268K Buy
1,799
+25
+1% +$3.85K 0.01% 428
2022
Q3 		$249K Hold
1,774
– – 0.01% 411
2022
Q2 		$241K Hold
1,774
– – 0.01% 443
2022
Q1 		$311K Hold
1,774
– – 0.02% 379
2021
Q4 		$293K Buy
+1,774
New +$279K 0.02% 435

Other funds holding MAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Forum Financial Management's MAR Position: Q2 2026 in Review

Forum Financial Management reduced its Marriott International (MAR) stake by 7.8% in Q2 2026, selling an estimated $369K and leaving 11,747 shares worth $4.35M. The position accounts for 0.06% of the portfolio, ranked #56.

Forum Financial Management first reported a position in MAR in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.54M in Q4 2025. 1,737 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Forum Financial Management held 11,747 shares of Marriott International worth $4.35M as of Q2 2026.
  • Forum Financial Management sold 1,000 Marriott International shares in Q2 2026, an estimated $369K.
  • Marriott International made up 0.06% of Forum Financial Management's portfolio in Q2 2026, its #56 holding.
  • Forum Financial Management first reported a position in Marriott International in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Marriott International position peaked at $4.54M in Q4 2025.
  • 1,737 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.