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 Q2	–	Sell	-737	Closed	-$241K	–	87
2026 Q1	$241K	Buy	+737	New	+$242K	0.26%	72

Other funds holding MAR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LWM Advisory Services's MAR Position: Q2 2026 in Review

LWM Advisory Services sold out of Marriott International (MAR) in Q2 2026, closing a stake of 737 shares — an estimated $241K sold.

LWM Advisory Services first reported a position in MAR in Q1 2026 and held it in 1 quarter. The position peaked at $241K in Q1 2026. 1,748 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

LWM Advisory Services reported no remaining Marriott International position as of Q2 2026 after selling out during the quarter.
LWM Advisory Services sold 737 Marriott International shares in Q2 2026, an estimated $241K.
LWM Advisory Services first reported a position in Marriott International in Q1 2026 and held it in 1 quarter.
LWM Advisory Services's Marriott International position peaked at $241K in Q1 2026.
1,748 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.