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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
Q2 		$523K Sell
1,410
-140
-9% -$51.6K 0.11% 67
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
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 Wealth & Retirement Planning's MAR Position: Q2 2026 in Review

Summit Wealth & Retirement Planning reduced its Marriott International (MAR) stake by 9% in Q2 2026, selling an estimated $51.6K and leaving 1,410 shares worth $523K. The position accounts for 0.11% of the portfolio, ranked #67.

Summit Wealth & Retirement Planning first reported a position in MAR in Q1 2019 and has held it in 8 quarters since. 1,748 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Summit Wealth & Retirement Planning held 1,410 shares of Marriott International worth $523K as of Q2 2026.
  • Summit Wealth & Retirement Planning sold 140 Marriott International shares in Q2 2026, an estimated $51.6K.
  • Marriott International made up 0.11% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #67 holding.
  • Summit Wealth & Retirement Planning first reported a position in Marriott International in Q1 2019 and has held it in 8 quarters since.
  • 1,748 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.