Summit Securities Group’s Marriott International MAR Stock Holding History

Summit Securities Group’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
2024 Q2	–	Sell	-5,500	Closed	-$1.39M	–	687
2024 Q1	$1.39M	Hold	5,500	–	–	0.23%	55
2023 Q4	$1.24M	Hold	5,500	–	–	0.11%	120
2023 Q3	$1.08M	Buy	+5,500	New	+$1.09M	0.11%	87
2023 Q1	–	Sell	-37,500	Closed	-$5.58M	–	1091
2022 Q4	$5.58M	Buy	37,500 +30,000	+400%	+$4.62M	0.21%	76
2022 Q3	$1.05M	Hold	7,500	–	–	0.08%	162
2022 Q2	$1.02M	Hold	7,500	–	–	0.13%	124
2022 Q1	$1.32M	Sell	7,500 -30,000	-80%	-$4.99M	0.15%	115
2021 Q4	$6.2M	Buy	37,500 +37,125	+9,900%	+$5.84M	0.29%	68
2021 Q3	$5.55M	Hold	375	–	–	0.43%	50
2021 Q2	$5.12M	Sell	375 -30	-7%	-$4.33K	0.42%	49
2021 Q1	$6M	Sell	405 -120	-23%	-$16.4K	0.66%	25
2020 Q4	$6.93M	Buy	525 +47	+10%	+$5.37K	0.58%	37
2020 Q3	$4.42M	Buy	478 +146	+44%	+$13.8K	0.46%	41
2020 Q2	$2.85M	Buy	+332	New	+$28.8K	0.35%	65

Other funds holding MAR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Summit Securities Group's MAR Position: Q1 2026 in Review

Summit Securities Group sold out of Marriott International (MAR) in Q1 2026, closing a stake of 964 shares — an estimated $299K sold.

Summit Securities Group first reported a position in MAR in Q2 2016 and held it in 21 quarters. The position peaked at $2.41M in Q3 2020. 1,630 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

Summit Securities Group reported no remaining Marriott International position as of Q1 2026 after selling out during the quarter.
Summit Securities Group sold 964 Marriott International shares in Q1 2026, an estimated $299K.
Summit Securities Group first reported a position in Marriott International in Q2 2016 and held it in 21 quarters.
Summit Securities Group's Marriott International position peaked at $2.41M in Q3 2020.
1,630 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.