Summit Wealth & Retirement Planning’s Marriott International MAR Stock Holding History

Summit Wealth & Retirement Planning’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	$507K	Buy	1,550 +415	+37%	+$136K	0.12%	62
2025 Q4	$352K	Hold	1,135	–	–	0.08%	74
2025 Q3	$296K	Hold	1,135	–	–	0.07%	81
2025 Q2	$310K	Buy	+1,135	New	+$285K	0.08%	75
2020 Q1	–	Sell	-1,515	Closed	-$229K	–	125
2019 Q4	$229K	Buy	+1,515	New	+$203K	0.1%	114
2019 Q3	–	Sell	-1,660	Closed	-$233K	–	128
2019 Q2	$233K	Hold	1,660	–	–	0.14%	123
2019 Q1	$208K	Buy	+1,660	New	+$195K	0.12%	126

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 Wealth & Retirement Planning's MAR Position: Q1 2026 in Review

Summit Wealth & Retirement Planning increased its Marriott International (MAR) stake by 37% in Q1 2026, buying an estimated $136K and bringing the position to 1,550 shares worth $507K. The position accounts for 0.12% of the portfolio, ranked #62.

Summit Wealth & Retirement Planning first reported a position in MAR in Q1 2019 and has held it in 7 quarters since. 1,630 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

Summit Wealth & Retirement Planning held 1,550 shares of Marriott International worth $507K as of Q1 2026.
Summit Wealth & Retirement Planning bought 415 Marriott International shares in Q1 2026, an estimated $136K.
Marriott International made up 0.12% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #62 holding.
Summit Wealth & Retirement Planning first reported a position in Marriott International in Q1 2019 and has held it in 7 quarters since.
1,630 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.