PWPS
MAR icon

Pinnacle Wealth Planning Services’s Marriott International MAR Stock Holding History

Pinnacle Wealth Planning Services’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 		$368K Buy
1,127
+9
+0.8% +$2.96K 0.04% 278
2025
Q4 		$347K Buy
1,118
+5
+0.4% +$1.43K 0.04% 285
2025
Q3 		$290K Sell
1,113
-6
-0.5% -$1.61K 0.03% 330
2025
Q2 		$306K Sell
1,119
-140
-11% -$35.1K 0.04% 291
2025
Q1 		$300K Buy
1,259
+43
+4% +$11.7K 0.05% 264
2024
Q4 		$339K Sell
1,216
-49
-4% -$13.5K 0.05% 224
2024
Q3 		$314K Hold
1,265
– – 0.04% 293
2024
Q2 		$306K Hold
1,265
– – 0.04% 287
2024
Q1 		$319K Sell
1,265
-3
-0.2% -$727 0.05% 281
2023
Q4 		$286K Sell
1,268
-2
-0.2% -$405 0.04% 284
2023
Q3 		$250K Hold
1,270
– – 0.04% 299
2023
Q2 		$233K Hold
1,270
– – 0.04% 325
2023
Q1 		$211K Buy
+1,270
New +$212K 0.04% 376
2022
Q2 		– Sell
-1,403
Closed -$247K – 453
2022
Q1 		$247K Buy
+1,403
New +$233K 0.05% 319
2021
Q1 		– Sell
-463
Closed -$61K – 1272
2020
Q4 		$61K Buy
+463
New +$52.9K 0.01% 700

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

Pinnacle Wealth Planning Services's MAR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Marriott International (MAR) stake by 0.81% in Q1 2026, buying an estimated $2.96K and bringing the position to 1,127 shares worth $368K. The position accounts for 0.04% of the portfolio, ranked #278.

Pinnacle Wealth Planning Services first reported a position in MAR in Q4 2020 and has held it in 15 quarters since. 1,630 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,127 shares of Marriott International worth $368K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 9 Marriott International shares in Q1 2026, an estimated $2.96K.
  • Marriott International made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #278 holding.
  • Pinnacle Wealth Planning Services first reported a position in Marriott International in Q4 2020 and has held it in 15 quarters since.
  • 1,630 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.