LIG
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Lokken Investment Group’s Marriott International MAR Stock Holding History

Lokken Investment Group’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
2025
Q3 		$601K Sell
2,309
-85
-4% -$22.8K 0.21% 85
2025
Q2 		$654K Sell
2,394
-334
-12% -$83.8K 0.25% 77
2025
Q1 		$650K Sell
2,728
-319
-10% -$86.7K 0.27% 73
2024
Q4 		$850K Sell
3,047
-35
-1% -$9.61K 0.37% 66
2024
Q3 		$766K Sell
3,082
-103
-3% -$24K 0.32% 72
2024
Q2 		$770K Sell
3,185
-33
-1% -$7.92K 0.36% 71
2024
Q1 		$812K Sell
3,218
-59
-2% -$14.3K 0.4% 64
2023
Q4 		$739K Sell
3,277
-10
-0.3% -$2.03K 0.42% 63
2023
Q3 		$646K Buy
+3,287
New +$653K 0.42% 56

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lokken Investment Group's MAR Position: Q3 2025 in Review

Lokken Investment Group reduced its Marriott International (MAR) stake by 3.6% in Q3 2025, selling an estimated $22.8K and leaving 2,309 shares worth $601K. The position accounts for 0.21% of the portfolio, ranked #85.

Lokken Investment Group first reported a position in MAR in Q3 2023 and has held it in 9 quarters since. The position peaked at $850K in Q4 2024. 1,438 funds tracked by Wall St. Rank hold MAR as of Q3 2025.

  • Lokken Investment Group held 2,309 shares of Marriott International worth $601K as of Q3 2025.
  • Lokken Investment Group sold 85 Marriott International shares in Q3 2025, an estimated $22.8K.
  • Marriott International made up 0.21% of Lokken Investment Group's portfolio in Q3 2025, its #85 holding.
  • Lokken Investment Group first reported a position in Marriott International in Q3 2023 and has held it in 9 quarters since.
  • Lokken Investment Group's Marriott International position peaked at $850K in Q4 2024.
  • 1,438 funds tracked by Wall St. Rank held Marriott International as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.