PPWM
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PFG Private Wealth Management’s Marriott International MAR Stock Holding History

PFG Private 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
Q1 		– Sell
-607
Closed -$169K – 287
2024
Q4 		$169K Sell
607
-34
-5% -$9.34K 0.1% 57
2024
Q3 		$159K Sell
641
-72
-10% -$16.8K 0.09% 66
2024
Q2 		$172K Buy
713
+11
+2% +$2.64K 0.1% 61
2024
Q1 		$177K Buy
702
+10
+1% +$2.42K 0.11% 60
2023
Q4 		$156K Buy
692
+498
+257% +$101K 0.11% 57
2023
Q3 		$38.1K Sell
194
-346
-64% -$68.7K 0.03% 102
2023
Q2 		$99.2K Hold
540
– – 0.06% 102
2023
Q1 		$89.7K Buy
540
+37
+7% +$6.16K 0.06% 115
2022
Q4 		$75K Sell
503
-8
-2% -$1.23K 0.05% 113
2022
Q3 		$72K Buy
511
+38
+8% +$5.8K 0.05% 121
2022
Q2 		$64K Buy
+473
New +$78.1K 0.04% 144

Other funds holding MAR

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BlackRock
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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