HWA
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HHM Wealth Advisors’s Marriott International MAR Stock Holding History

HHM Wealth Advisors’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 		$86.3K Sell
233
-60
-20% -$22.1K 0.01% 317
2026
Q1 		$95.8K Sell
293
-120
-29% -$39.5K 0.01% 272
2025
Q4 		$128K Hold
413
– – 0.02% 240
2025
Q3 		$108K Hold
413
– – 0.01% 273
2025
Q2 		$113K Hold
413
– – 0.01% 260
2025
Q1 		$98.4K Hold
413
– – 0.01% 267
2024
Q4 		$115K Buy
413
+3
+0.7% +$824 0.02% 246
2024
Q3 		$102K Hold
410
– – 0.01% 242
2024
Q2 		$99.1K Hold
410
– – 0.01% 245
2024
Q1 		$103K Hold
410
– – 0.02% 203
2023
Q4 		$92.5K Sell
410
-183
-31% -$37.1K 0.02% 214
2023
Q3 		$117K Hold
593
– – 0.02% 189
2023
Q2 		$109K Buy
593
+363
+158% +$63K 0.02% 200
2023
Q1 		$38.2K Hold
230
– – 0.01% 310
2022
Q4 		$34.2K Hold
230
– – 0.01% 289
2022
Q3 		$32K Hold
230
– – 0.01% 288
2022
Q2 		$31K Hold
230
– – 0.01% 348
2022
Q1 		$40K Hold
230
– – 0.01% 342
2021
Q4 		$38K Hold
230
– – 0.01% 341
2021
Q3 		$34K Sell
230
-306
-57% -$42.7K 0.01% 345
2021
Q2 		$73K Hold
536
– – 0.02% 245
2021
Q1 		$79K Buy
536
+230
+75% +$31.4K 0.02% 217
2020
Q4 		$40K Buy
+306
New +$35K 0.01% 286

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

HHM Wealth Advisors's MAR Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Marriott International (MAR) stake by 20% in Q2 2026, selling an estimated $22.1K and leaving 233 shares worth $86.3K. The position accounts for 0.01% of the portfolio, ranked #317.

HHM Wealth Advisors first reported a position in MAR in Q4 2020 and has held it in 23 quarters since. The position peaked at $128K in Q4 2025. 1,745 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • HHM Wealth Advisors held 233 shares of Marriott International worth $86.3K as of Q2 2026.
  • HHM Wealth Advisors sold 60 Marriott International shares in Q2 2026, an estimated $22.1K.
  • Marriott International made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #317 holding.
  • HHM Wealth Advisors first reported a position in Marriott International in Q4 2020 and has held it in 23 quarters since.
  • HHM Wealth Advisors's Marriott International position peaked at $128K in Q4 2025.
  • 1,745 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.