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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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Summit Financial's MAR Position: Q1 2026 in Review

Summit Financial reduced its Marriott International (MAR) stake by 1.5% in Q1 2026, selling an estimated $31.6K and leaving 6,328 shares worth $2.07M. The position accounts for 0.03% of the portfolio, ranked #570.

Summit Financial first reported a position in MAR in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.54M in Q2 2024. 1,630 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

  • Summit Financial held 6,328 shares of Marriott International worth $2.07M as of Q1 2026.
  • Summit Financial sold 96 Marriott International shares in Q1 2026, an estimated $31.6K.
  • Marriott International made up 0.03% of Summit Financial's portfolio in Q1 2026, its #570 holding.
  • Summit Financial first reported a position in Marriott International in Q2 2023 and has held it in 12 quarters since.
  • Summit Financial's Marriott International position peaked at $2.54M in Q2 2024.
  • 1,630 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.