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PWM
PBMares Wealth Management’s
Marriott International
MAR
Stock Holding History
PBMares Wealth Management’s Portfolio
MAR Stock Details
MAR Fund Activity
Bought
Maintained
Sold
Shares
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
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1-Year Est. Return
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$5.7T AUM
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1-Year Est. Return
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1-Year Est. Return
Wellington Management Group
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26.23%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Massachusetts Financial Services
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$298B AUM
21.96%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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