Shakespeare Wealth Management’s Marriott International MAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.25M | Buy |
3,386
+2
| +0.1% | +$738 | 0.33% | 28 |
|
|
2026
Q1 | $1.11M | Buy |
3,384
+2
| +0.1% | +$658 | 0.26% | 38 |
|
|
2025
Q4 | $1.05M | Buy |
3,382
+2
| +0.1% | +$571 | 0.23% | 43 |
|
|
2025
Q3 | $880K | Buy |
3,380
+15
| +0.4% | +$4.03K | 0.2% | 45 |
|
|
2025
Q2 | $919K | Buy |
3,365
+15
| +0.4% | +$3.76K | 0.25% | 44 |
|
|
2025
Q1 | $798K | Buy |
3,350
+3
| +0.1% | +$815 | 0.21% | 45 |
|
|
2024
Q4 | $934K | Buy |
3,347
+2
| +0.1% | +$549 | 0.25% | 42 |
|
|
2024
Q3 | $832K | Buy |
3,345
+9
| +0.3% | +$2.1K | 0.22% | 44 |
|
|
2024
Q2 | $807K | Sell |
3,336
-64
| -2% | -$15.4K | 0.23% | 43 |
|
|
2024
Q1 | $858K | Buy |
3,400
+2
| +0.1% | +$484 | 0.25% | 39 |
|
|
2023
Q4 | $766K | Buy |
3,398
+3
| +0.1% | +$608 | 0.24% | 40 |
|
|
2023
Q3 | $667K | Buy |
3,395
+3
| +0.1% | +$596 | 0.23% | 39 |
|
|
2023
Q2 | $623K | Buy |
3,392
+2
| +0.1% | +$347 | 0.21% | 42 |
|
|
2023
Q1 | $563K | Buy |
3,390
+3
| +0.1% | +$500 | 0.2% | 41 |
|
|
2022
Q4 | $504K | Buy |
3,387
+2
| +0.1% | +$308 | 0.19% | 48 |
|
|
2022
Q3 | $474K | Hold |
3,385
| – | – | 0.2% | 48 |
|
|
2022
Q2 | $466K | Hold |
3,385
| – | – | 0.19% | 48 |
|
|
2022
Q1 | $591K | Buy |
3,385
+2
| +0.1% | +$332 | 0.21% | 43 |
|
|
2021
Q4 | $559K | Hold |
3,383
| – | – | 0.2% | 44 |
|
|
2021
Q3 | $528K | Hold |
3,383
| – | – | 0.2% | 47 |
|
|
2021
Q2 | $479K | Hold |
3,383
| – | – | 0.18% | 46 |
|
|
2021
Q1 | $501K | Hold |
3,383
| – | – | 0.21% | 46 |
|
|
2020
Q4 | $446K | Hold |
3,383
| – | – | 0.19% | 46 |
|
|
2020
Q3 | $313K | Hold |
3,383
| – | – | 0.16% | 49 |
|
|
2020
Q2 | $290K | Sell |
3,383
-1,072
| -24% | -$93.1K | 0.17% | 49 |
|
|
2020
Q1 | $333K | Hold |
4,455
| – | – | 0.23% | 45 |
|
|
2019
Q4 | $675K | Hold |
4,455
| – | – | 0.37% | 41 |
|
|
2019
Q3 | $554K | Hold |
4,455
| – | – | 0.32% | 42 |
|
|
2019
Q2 | $625K | Buy |
4,455
+311
| +8% | +$41.3K | 0.4% | 38 |
|
|
2019
Q1 | $518K | Hold |
4,144
| – | – | 0.39% | 32 |
|
|
2018
Q4 | $450K | Hold |
4,144
| – | – | 0.35% | 35 |
|
|
2018
Q3 | $547K | Hold |
4,144
| – | – | 0.42% | 28 |
|
|
2018
Q2 | $525K | Hold |
4,144
| – | – | 0.47% | 26 |
|
|
2018
Q1 | $564K | Hold |
4,144
| – | – | 0.49% | 27 |
|
|
2017
Q4 | $562K | Buy |
+4,144
| New | +$509K | 0.53% | 26 |
|
Other funds holding MAR
Shakespeare Wealth Management's MAR Position: Q2 2026 in Review
Shakespeare Wealth Management increased its Marriott International (MAR) stake by 0.06% in Q2 2026, buying an estimated $738 and bringing the position to 3,386 shares worth $1.25M. The position accounts for 0.33% of the portfolio, ranked #28.
Shakespeare Wealth Management first reported a position in MAR in Q4 2017 and has held it in 35 quarters since. 1,745 funds tracked by Wall St. Rank hold MAR as of Q2 2026.
- Shakespeare Wealth Management held 3,386 shares of Marriott International worth $1.25M as of Q2 2026.
- Shakespeare Wealth Management bought 2 Marriott International shares in Q2 2026, an estimated $738.
- Marriott International made up 0.33% of Shakespeare Wealth Management's portfolio in Q2 2026, its #28 holding.
- Shakespeare Wealth Management first reported a position in Marriott International in Q4 2017 and has held it in 35 quarters since.
- 1,745 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.
Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.