Old North State Wealth Management’s Marriott International MAR Stock Holding History

Old North State 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 Q2	$1.74M	Sell	4,701 -899	-16%	-$332K	0.74%	39
2026 Q1	$1.83M	Hold	5,600	–	–	0.85%	37
2025 Q4	$1.74M	Sell	5,600 -20	-0.4%	-$5.71K	0.82%	40
2025 Q3	$1.46M	Sell	5,620 -32	-0.6%	-$8.59K	0.68%	43
2025 Q2	$1.54M	Buy	5,652 +1	+0%	+$251	0.8%	39
2025 Q1	$1.35M	Hold	5,651	–	–	0.75%	41
2024 Q4	$1.58M	Sell	5,651 -187	-3%	-$51.3K	0.89%	39
2024 Q3	$1.45M	Buy	5,838 +250	+4%	+$58.2K	0.81%	40
2024 Q2	$1.35M	Sell	5,588 -8	-0.1%	-$1.92K	0.89%	37
2024 Q1	$1.41M	Sell	5,596 -142	-2%	-$34.4K	0.92%	37
2023 Q4	$1.29M	Buy	5,738 +1,738	+43%	+$352K	0.96%	36
2023 Q3	$786K	Hold	4,000	–	–	0.69%	44
2023 Q2	$735K	Hold	4,000	–	–	0.64%	43
2023 Q1	$664K	Hold	4,000	–	–	0.62%	43
2022 Q4	$596K	Hold	4,000	–	–	0.6%	45
2022 Q3	$561K	Hold	4,000	–	–	0.65%	38
2022 Q2	$544K	Hold	4,000	–	–	0.62%	39
2022 Q1	$703K	Hold	4,000	–	–	0.7%	38
2021 Q4	$661K	Buy	+4,000	New	+$629K	0.67%	38

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 $3.38T AUM 44.17% 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

Old North State Wealth Management's MAR Position: Q2 2026 in Review

Old North State Wealth Management reduced its Marriott International (MAR) stake by 16% in Q2 2026, selling an estimated $332K and leaving 4,701 shares worth $1.74M. The position accounts for 0.74% of the portfolio, ranked #39.

Old North State Wealth Management first reported a position in MAR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.83M in Q1 2026. 1,755 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

Old North State Wealth Management held 4,701 shares of Marriott International worth $1.74M as of Q2 2026.
Old North State Wealth Management sold 899 Marriott International shares in Q2 2026, an estimated $332K.
Marriott International made up 0.74% of Old North State Wealth Management's portfolio in Q2 2026, its #39 holding.
Old North State Wealth Management first reported a position in Marriott International in Q4 2021 and has held it in 19 quarters since.
Old North State Wealth Management's Marriott International position peaked at $1.83M in Q1 2026.
1,755 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.