SWM
MAR icon

SHP Wealth Management’s Marriott International MAR Stock Holding History

SHP 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
Q1 		$315K Buy
963
+23
+2% +$7.57K 0.02% 198
2025
Q4 		$292K Buy
+940
New +$269K 0.02% 206

Other funds holding MAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

SHP Wealth Management's MAR Position: Q1 2026 in Review

SHP Wealth Management increased its Marriott International (MAR) stake by 2.4% in Q1 2026, buying an estimated $7.57K and bringing the position to 963 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #198.

SHP Wealth Management first reported a position in MAR in Q4 2025 and has held it in 2 quarters since. 1,636 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

  • SHP Wealth Management held 963 shares of Marriott International worth $315K as of Q1 2026.
  • SHP Wealth Management bought 23 Marriott International shares in Q1 2026, an estimated $7.57K.
  • Marriott International made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #198 holding.
  • SHP Wealth Management first reported a position in Marriott International in Q4 2025 and has held it in 2 quarters since.
  • 1,636 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.