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Marcum Wealth’s Marriott International MAR Stock Holding History

Marcum Wealth’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
Q1 		$587K Sell
2,464
-111
-4% -$30.2K 0.05% 175
2024
Q4 		$718K Buy
2,575
+6
+0.2% +$1.65K 0.06% 149
2024
Q3 		$639K Sell
2,569
-19
-0.7% -$4.42K 0.06% 155
2024
Q2 		$626K Sell
2,588
-144
-5% -$34.6K 0.06% 157
2024
Q1 		$689K Sell
2,732
-164
-6% -$39.7K 0.07% 142
2023
Q4 		$653K Buy
2,896
+12
+0.4% +$2.43K 0.07% 141
2023
Q3 		$567K Buy
2,884
+80
+3% +$15.9K 0.07% 151
2023
Q2 		$515K Buy
2,804
+13
+0.5% +$2.25K 0.06% 170
2023
Q1 		$463K Sell
2,791
-16
-0.6% -$2.67K 0.06% 188
2022
Q4 		$418K Sell
2,807
-57
-2% -$8.78K 0.06% 190
2022
Q3 		$401K Buy
2,864
+30
+1% +$4.58K 0.06% 187
2022
Q2 		$385K Sell
2,834
-7
-0.2% -$1.16K 0.06% 195
2022
Q1 		$499K Buy
2,841
+83
+3% +$13.8K 0.07% 158
2021
Q4 		$456K Buy
2,758
+127
+5% +$20K 0.06% 183
2021
Q3 		$390K Sell
2,631
-3,944
-60% -$551K 0.06% 194
2021
Q2 		$898K Buy
6,575
+49
+0.8% +$7.06K 0.15% 104
2021
Q1 		$967K Buy
6,526
+4,233
+185% +$578K 0.16% 95
2020
Q4 		$302K Buy
+2,293
New +$262K 0.07% 104

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
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
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
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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Marcum Wealth's MAR Position: Q1 2025 in Review

Marcum Wealth reduced its Marriott International (MAR) stake by 4.3% in Q1 2025, selling an estimated $30.2K and leaving 2,464 shares worth $587K. The position accounts for 0.05% of the portfolio, ranked #175.

Marcum Wealth first reported a position in MAR in Q4 2020 and has held it in 18 quarters since. The position peaked at $967K in Q1 2021. 1,428 funds tracked by Wall St. Rank hold MAR as of Q1 2025.

  • Marcum Wealth held 2,464 shares of Marriott International worth $587K as of Q1 2025.
  • Marcum Wealth sold 111 Marriott International shares in Q1 2025, an estimated $30.2K.
  • Marriott International made up 0.05% of Marcum Wealth's portfolio in Q1 2025, its #175 holding.
  • Marcum Wealth first reported a position in Marriott International in Q4 2020 and has held it in 18 quarters since.
  • Marcum Wealth's Marriott International position peaked at $967K in Q1 2021.
  • 1,428 funds tracked by Wall St. Rank held Marriott International as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.