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LWM Advisory Services’s Marriott International MAR Stock Holding History

LWM Advisory Services’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 		$241K Buy
+737
New +$242K 0.26% 72

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State Street
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Fidelity Investments
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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 $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LWM Advisory Services's MAR Position: Q1 2026 in Review

LWM Advisory Services opened a new position in Marriott International (MAR) in Q1 2026: 737 shares worth $241K. The stake represents 0.26% of the portfolio and ranks #72 among its holdings.

1,630 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

  • LWM Advisory Services held 737 shares of Marriott International worth $241K as of Q1 2026.
  • Marriott International was a new LWM Advisory Services position in Q1 2026.
  • Marriott International made up 0.26% of LWM Advisory Services's portfolio in Q1 2026, its #72 holding.
  • 1,630 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.