SWM
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Shelton Wealth Management’s Marriott International MAR Stock Holding History

Shelton 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
Q4 		– Sell
-1,500
Closed -$391K – 176
2025
Q3 		$391K Buy
+1,500
New +$403K 0.18% 103

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Shelton Wealth Management's MAR Position: Q4 2025 in Review

Shelton Wealth Management sold out of Marriott International (MAR) in Q4 2025, closing a stake of 23 shares — an estimated $5.99K sold.

Shelton Wealth Management first reported a position in MAR in Q3 2025 and held it in 1 quarter. The position peaked at $5.99K in Q3 2025. 1,566 funds tracked by Wall St. Rank hold MAR as of Q4 2025.

  • Shelton Wealth Management reported no remaining Marriott International position as of Q4 2025 after selling out during the quarter.
  • Shelton Wealth Management sold 23 Marriott International shares in Q4 2025, an estimated $5.99K.
  • Shelton Wealth Management first reported a position in Marriott International in Q3 2025 and held it in 1 quarter.
  • Shelton Wealth Management's Marriott International position peaked at $5.99K in Q3 2025.
  • 1,566 funds tracked by Wall St. Rank held Marriott International as of Q4 2025.

Based on Shelton Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.