Institute for 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
Q2 | $1.64M | Sell |
4,418
-190
| -4% | -$70.1K | 0.14% | 142 |
|
|
2026
Q1 | $1.51M | Sell |
4,608
-50
| -1% | -$16.4K | 0.16% | 142 |
|
|
2025
Q4 | $1.45M | Sell |
4,658
-219
| -4% | -$62.6K | 0.15% | 141 |
|
|
2025
Q3 | $1.27M | Sell |
4,877
-209
| -4% | -$56.1K | 0.13% | 157 |
|
|
2025
Q2 | $1.39M | Sell |
5,086
-7
| -0.1% | -$1.76K | 0.15% | 138 |
|
|
2025
Q1 | $1.21M | Buy |
5,093
+81
| +2% | +$22K | 0.16% | 146 |
|
|
2024
Q4 | $1.4M | Sell |
5,012
-140
| -3% | -$38.4K | 0.18% | 122 |
|
|
2024
Q3 | $1.28M | Sell |
5,152
-123
| -2% | -$28.6K | 0.16% | 143 |
|
|
2024
Q2 | $1.28M | Sell |
5,275
-1
| -0% | -$240 | 0.17% | 128 |
|
|
2024
Q1 | $1.33M | Sell |
5,276
-41
| -0.8% | -$9.93K | 0.17% | 125 |
|
|
2023
Q4 | $1.2M | Sell |
5,317
-51
| -1% | -$10.3K | 0.19% | 133 |
|
|
2023
Q3 | $1.06M | Hold |
5,368
| – | – | 0.19% | 129 |
|
|
2023
Q2 | $986K | Sell |
5,368
-38
| -0.7% | -$6.59K | 0.17% | 150 |
|
|
2023
Q1 | $898K | Sell |
5,406
-10
| -0.2% | -$1.67K | 0.17% | 156 |
|
|
2022
Q4 | $806K | Sell |
5,416
-52
| -1% | -$8.01K | 0.17% | 166 |
|
|
2022
Q3 | $766K | Sell |
5,468
-160
| -3% | -$24.4K | 0.17% | 161 |
|
|
2022
Q2 | $765K | Sell |
5,628
-47
| -0.8% | -$7.76K | 0.15% | 171 |
|
|
2022
Q1 | $997K | Sell |
5,675
-10
| -0.2% | -$1.66K | 0.16% | 158 |
|
|
2021
Q4 | $939K | Sell |
5,685
-20
| -0.4% | -$3.15K | 0.15% | 170 |
|
|
2021
Q3 | $845K | Buy |
5,705
+76
| +1% | +$10.6K | 0.15% | 177 |
|
|
2021
Q2 | $768K | Hold |
5,629
| – | – | 0.13% | 186 |
|
|
2021
Q1 | $834K | Sell |
5,629
-143
| -2% | -$19.5K | 0.16% | 173 |
|
|
2020
Q4 | $761K | Sell |
5,772
-14
| -0.2% | -$1.6K | 0.15% | 173 |
|
|
2020
Q3 | $536K | Sell |
5,786
-4,443
| -43% | -$419K | 0.12% | 212 |
|
|
2020
Q2 | $877K | Buy |
10,229
+346
| +4% | +$30.1K | 0.21% | 122 |
|
|
2020
Q1 | $739K | Sell |
9,883
-55
| -0.6% | -$6.84K | 0.23% | 124 |
|
|
2019
Q4 | $1.5M | Buy |
9,938
+15
| +0.2% | +$2.01K | 0.34% | 70 |
|
|
2019
Q3 | $1.23M | Sell |
9,923
-535
| -5% | -$71K | 0.31% | 90 |
|
|
2019
Q2 | $1.47M | Hold |
10,458
| – | – | 0.32% | 73 |
|
|
2019
Q1 | $1.31M | Buy |
+10,458
| New | +$1.23M | 0.28% | 90 |
|
|
2018
Q4 | – | Sell |
-11,281
| Closed | -$1.47M | – | 312 |
|
|
2018
Q3 | $1.47M | Buy |
11,281
+16
| +0.1% | +$2.04K | 0.5% | 62 |
|
|
2018
Q2 | $1.42M | Buy |
11,265
+57
| +0.5% | +$7.75K | 0.45% | 71 |
|
|
2018
Q1 | $1.53M | Buy |
11,208
+1,068
| +11% | +$150K | 0.45% | 72 |
|
|
2017
Q4 | $1.38M | Sell |
10,140
-1,209
| -11% | -$148K | 0.32% | 94 |
|
|
2017
Q3 | $1.26M | Sell |
11,349
-125
| -1% | -$12.9K | 0.41% | 80 |
|
|
2017
Q2 | $1.15M | Buy |
+11,474
| New | +$1.15M | 0.32% | 93 |
|
Other funds holding MAR
Institute for Wealth Management's MAR Position: Q2 2026 in Review
Institute for Wealth Management reduced its Marriott International (MAR) stake by 4.1% in Q2 2026, selling an estimated $70.1K and leaving 4,418 shares worth $1.64M. The position accounts for 0.14% of the portfolio, ranked #142.
Institute for Wealth Management first reported a position in MAR in Q2 2017 and has held it in 36 quarters since. 1,737 funds tracked by Wall St. Rank hold MAR as of Q2 2026.
- Institute for Wealth Management held 4,418 shares of Marriott International worth $1.64M as of Q2 2026.
- Institute for Wealth Management sold 190 Marriott International shares in Q2 2026, an estimated $70.1K.
- Marriott International made up 0.14% of Institute for Wealth Management's portfolio in Q2 2026, its #142 holding.
- Institute for Wealth Management first reported a position in Marriott International in Q2 2017 and has held it in 36 quarters since.
- 1,737 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.