Sheets Smith Wealth Management’s Marriott International MAR Stock Holding History

Sheets Smith 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
2026 Q2	$315K	Hold	851	–	–	0.03%	346
2026 Q1	$278K	Buy	851 +6	+0.7%	+$1.97K	0.03%	355
2025 Q4	$262K	Buy	845 +12	+1%	+$3.43K	0.03%	366
2025 Q3	$217K	Hold	833	–	–	0.02%	387
2025 Q2	$228K	Buy	+833	New	+$209K	0.03%	382
2025 Q1	–	Sell	-833	Closed	-$232K	–	376
2024 Q4	$232K	Hold	833	–	–	0.03%	350
2024 Q3	$207K	Hold	833	–	–	0.03%	358
2024 Q2	$201K	Hold	833	–	–	0.02%	361
2024 Q1	$210K	Buy	+833	New	+$202K	0.02%	361
2020 Q1	–	Sell	-1,667	Closed	-$252K	–	305
2019 Q4	$252K	Hold	1,667	–	–	0.05%	287
2019 Q3	$207K	Hold	1,667	–	–	0.04%	284
2019 Q2	$234K	Hold	1,667	–	–	0.05%	295
2019 Q1	$209K	Sell	1,667 -250	-13%	-$29.4K	0.05%	300
2018 Q4	$208K	Hold	1,917	–	–	0.06%	260
2018 Q3	$253K	Hold	1,917	–	–	0.05%	304
2018 Q2	$243K	Sell	1,917 -5,679	-75%	-$772K	0.06%	281
2018 Q1	$1.03M	Sell	7,596 -255	-3%	-$35.7K	0.25%	108
2017 Q4	$1.07M	Buy	7,851 +342	+5%	+$42K	0.25%	113
2017 Q3	$828K	Sell	7,509 -48	-0.6%	-$4.95K	0.21%	131
2017 Q2	$758K	Buy	7,557 +5,190	+219%	+$519K	0.2%	129
2017 Q1	$223K	Buy	+2,367	New	+$206K	0.06%	270
2015 Q3	–	Sell	-15,841	Closed	-$1.18M	–	225
2015 Q2	$1.18M	Sell	15,841 -13,634	-46%	-$1.08M	0.32%	97
2015 Q1	$2.37M	Buy	29,475 +12,818	+77%	+$1.02M	0.65%	42
2014 Q4	$1.3M	Buy	+16,657	New	+$1.23M	0.34%	84

Other funds holding MAR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sheets Smith Wealth Management's MAR Position: Q2 2026 in Review

Sheets Smith Wealth Management held its Marriott International (MAR) position steady in Q2 2026 at 851 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #346.

Sheets Smith Wealth Management first reported a position in MAR in Q4 2014 and has held it in 24 quarters since. The position peaked at $2.37M in Q1 2015. 1,749 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

Sheets Smith Wealth Management held 851 shares of Marriott International worth $315K as of Q2 2026.
Sheets Smith Wealth Management left its Marriott International share count unchanged in Q2 2026.
Marriott International made up 0.03% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #346 holding.
Sheets Smith Wealth Management first reported a position in Marriott International in Q4 2014 and has held it in 24 quarters since.
Sheets Smith Wealth Management's Marriott International position peaked at $2.37M in Q1 2015.
1,749 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.