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Legacy Financial Independent Advisors’s Marriott International MAR Stock Holding History

Legacy Financial Independent 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 		$4.04M Buy
10,891
+3,348
+44% +$1.23M 1.9% 18
2026
Q1 		$2.47M Buy
+7,543
New +$2.48M 1.28% 29

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

Legacy Financial Independent Advisors's MAR Position: Q2 2026 in Review

Legacy Financial Independent Advisors increased its Marriott International (MAR) stake by 44% in Q2 2026, buying an estimated $1.23M and bringing the position to 10,891 shares worth $4.04M. The position accounts for 1.9% of the portfolio, ranked #18.

Legacy Financial Independent Advisors first reported a position in MAR in Q1 2026 and has held it in 2 quarters since. 1,735 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Legacy Financial Independent Advisors held 10,891 shares of Marriott International worth $4.04M as of Q2 2026.
  • Legacy Financial Independent Advisors bought 3,348 Marriott International shares in Q2 2026, an estimated $1.23M.
  • Marriott International made up 1.9% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #18 holding.
  • Legacy Financial Independent Advisors first reported a position in Marriott International in Q1 2026 and has held it in 2 quarters since.
  • 1,735 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.