PBMares Wealth Management’s Marriott International MAR Stock Holding History

PBMares 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
2025 Q3	$1.11M	Hold	4,258	–	–	0.18%	64
2025 Q2	$1.16M	Sell	4,258 -40	-0.9%	-$10K	0.21%	59
2025 Q1	$1.02M	Sell	4,298 -164	-4%	-$44.6K	0.2%	64
2024 Q4	$1.24M	Hold	4,462	–	–	0.25%	59
2024 Q3	$1.11M	Hold	4,462	–	–	0.23%	61
2024 Q2	$1.08M	Sell	4,462 -206	-4%	-$49.4K	0.26%	61
2024 Q1	$1.18M	Sell	4,668 -260	-5%	-$63K	0.31%	54
2023 Q4	$1.11M	Buy	4,928 +59	+1%	+$12K	0.33%	53
2023 Q3	$957K	Buy	4,869 +1	+0%	+$199	0.35%	55
2023 Q2	$894K	Buy	4,868 +160	+3%	+$27.8K	0.32%	58
2023 Q1	$782K	Buy	4,708 +393	+9%	+$65.5K	0.29%	68
2022 Q4	$642K	Sell	4,315 -5	-0.1%	-$770	0.26%	69
2022 Q3	$605K	Hold	4,320	–	–	0.26%	71
2022 Q2	$588K	Sell	4,320 -409	-9%	-$67.6K	0.25%	74
2022 Q1	$831K	Buy	4,729 +732	+18%	+$122K	0.51%	48
2021 Q4	$660K	Hold	3,997	–	–	0.28%	77
2021 Q3	$592K	Sell	3,997 -27	-0.7%	-$3.77K	0.28%	76
2021 Q2	$549K	Buy	4,024 +2,658	+195%	+$383K	0.3%	79
2021 Q1	$202K	Buy	+1,366	New	+$187K	0.16%	139

Other funds holding MAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

PBMares Wealth Management's MAR Position: Q3 2025 in Review

PBMares Wealth Management held its Marriott International (MAR) position steady in Q3 2025 at 4,258 shares worth $1.11M. The position accounts for 0.18% of the portfolio, ranked #64.

PBMares Wealth Management first reported a position in MAR in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.24M in Q4 2024. 1,439 funds tracked by Wall St. Rank hold MAR as of Q3 2025.

PBMares Wealth Management held 4,258 shares of Marriott International worth $1.11M as of Q3 2025.
PBMares Wealth Management left its Marriott International share count unchanged in Q3 2025.
Marriott International made up 0.18% of PBMares Wealth Management's portfolio in Q3 2025, its #64 holding.
PBMares Wealth Management first reported a position in Marriott International in Q1 2021 and has held it in 19 quarters since.
PBMares Wealth Management's Marriott International position peaked at $1.24M in Q4 2024.
1,439 funds tracked by Wall St. Rank held Marriott International as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.