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Legacy Financial Advisors’s Marriott International MAR Stock Holding History

Legacy Financial 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
Q1 		$596K Buy
1,824
+95
+5% +$31.2K 0.08% 199
2025
Q4 		$536K Buy
1,729
+53
+3% +$15.1K 0.07% 210
2025
Q3 		$436K Buy
1,676
+20
+1% +$5.37K 0.06% 249
2025
Q2 		$452K Sell
1,656
-9
-0.5% -$2.26K 0.07% 214
2025
Q1 		$397K Buy
1,665
+45
+3% +$12.2K 0.07% 239
2024
Q4 		$452K Buy
1,620
+78
+5% +$21.4K 0.07% 207
2024
Q3 		$383K Sell
1,542
-77
-5% -$17.9K 0.06% 237
2024
Q2 		$391K Buy
1,619
+19
+1% +$4.56K 0.07% 214
2024
Q1 		$404K Buy
1,600
+144
+10% +$34.9K 0.07% 199
2023
Q4 		$328K Buy
1,456
+87
+6% +$17.6K 0.06% 218
2023
Q3 		$269K Buy
1,369
+115
+9% +$22.8K 0.05% 211
2023
Q2 		$230K Buy
1,254
+26
+2% +$4.51K 0.04% 229
2023
Q1 		$204K Buy
+1,228
New +$205K 0.04% 238
2022
Q2 		– Sell
-1,292
Closed -$227K – 244
2022
Q1 		$227K Buy
+1,292
New +$215K 0.05% 213
2019
Q2 		– Sell
-168
Closed -$21K – 583
2019
Q1 		$21K Buy
168
+32
+24% +$3.77K 0.01% 446
2018
Q4 		$15K Buy
136
+90
+196% +$10.3K 0.01% 472
2018
Q3 		$6K Hold
46
– – ﹤0.01% 656
2018
Q2 		$6K Buy
+46
New +$6.25K ﹤0.01% 662

Other funds holding MAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Legacy Financial Advisors's MAR Position: Q1 2026 in Review

Legacy Financial Advisors increased its Marriott International (MAR) stake by 5.5% in Q1 2026, buying an estimated $31.2K and bringing the position to 1,824 shares worth $596K. The position accounts for 0.08% of the portfolio, ranked #199.

Legacy Financial Advisors first reported a position in MAR in Q2 2018 and has held it in 18 quarters since. 1,632 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

  • Legacy Financial Advisors held 1,824 shares of Marriott International worth $596K as of Q1 2026.
  • Legacy Financial Advisors bought 95 Marriott International shares in Q1 2026, an estimated $31.2K.
  • Marriott International made up 0.08% of Legacy Financial Advisors's portfolio in Q1 2026, its #199 holding.
  • Legacy Financial Advisors first reported a position in Marriott International in Q2 2018 and has held it in 18 quarters since.
  • 1,632 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.