MWM
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Mission Wealth Management’s Marriott International MAR Stock Holding History

Mission Wealth Management’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 		$1.14M Sell
3,500
-100
-3% -$32.9K 0.02% 306
2025
Q4 		$1.12M Sell
3,600
-200
-5% -$57.1K 0.02% 312
2025
Q3 		$990K Buy
+3,800
New +$1.02M 0.02% 334
2025
Q2 		– Hold
0
– – – 319
2025
Q1 		– Hold
0
– – – 324
2024
Q4 		– Hold
0
– – – 270
2024
Q3 		– Hold
0
– -$943K – 703
2024
Q2 		– Hold
0
– – – 280

Other funds holding MAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

Mission Wealth Management's MAR Position: Q1 2026 in Review

Mission Wealth Management reduced its Marriott International (MAR) stake by 3.2% in Q1 2026, selling an estimated $104K and leaving 9,642 shares worth $3.15M. The position accounts for 0.06% of the portfolio, ranked #156.

Mission Wealth Management first reported a position in MAR in Q4 2019 and has held it in 23 quarters since. 1,630 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

  • Mission Wealth Management held 9,642 shares of Marriott International worth $3.15M as of Q1 2026.
  • Mission Wealth Management sold 317 Marriott International shares in Q1 2026, an estimated $104K.
  • Marriott International made up 0.06% of Mission Wealth Management's portfolio in Q1 2026, its #156 holding.
  • Mission Wealth Management first reported a position in Marriott International in Q4 2019 and has held it in 23 quarters since.
  • 1,630 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.