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Summit Financial’s Marriott International MAR Stock Holding History

Summit Financial’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 		$2.9M Buy
7,827
+1,499
+24% +$553K 0.03% 515
2026
Q1 		$2.07M Sell
6,328
-96
-1% -$31.6K 0.03% 570
2025
Q4 		$1.99M Buy
6,424
+24
+0.4% +$6.86K 0.03% 494
2025
Q3 		$1.67M Buy
6,400
+114
+2% +$30.6K 0.03% 519
2025
Q2 		$1.72M Buy
6,286
+157
+3% +$39.4K 0.04% 318
2025
Q1 		$1.46M Buy
6,129
+364
+6% +$98.9K 0.04% 309
2024
Q4 		$1.61M Sell
5,765
-2,520
-30% -$692K 0.06% 246
2024
Q3 		$2.06M Sell
8,285
-2,201
-21% -$513K 0.08% 177
2024
Q2 		$2.54M Buy
10,486
+572
+6% +$137K 0.12% 128
2024
Q1 		$2.5M Sell
9,914
-67
-0.7% -$16.2K 0.15% 92
2023
Q4 		$2.25M Buy
9,981
+231
+2% +$46.8K 0.15% 94
2023
Q3 		$1.92M Buy
9,750
+3,929
+67% +$781K 0.14% 93
2023
Q2 		$1.07M Buy
+5,821
New +$1.01M 0.08% 146

Other funds holding MAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Summit Financial's MAR Position: Q2 2026 in Review

Summit Financial increased its Marriott International (MAR) stake by 24% in Q2 2026, buying an estimated $553K and bringing the position to 7,827 shares worth $2.9M. The position accounts for 0.03% of the portfolio, ranked #515.

Summit Financial first reported a position in MAR in Q2 2023 and has held it in 13 quarters since. 1,752 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Summit Financial held 7,827 shares of Marriott International worth $2.9M as of Q2 2026.
  • Summit Financial bought 1,499 Marriott International shares in Q2 2026, an estimated $553K.
  • Marriott International made up 0.03% of Summit Financial's portfolio in Q2 2026, its #515 holding.
  • Summit Financial first reported a position in Marriott International in Q2 2023 and has held it in 13 quarters since.
  • 1,752 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.