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Total Wealth Planning & Management’s Marriott International MAR Stock Holding History

Total Wealth Planning & Management’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 		$297K Hold
909
– – 0.22% 159
2025
Q4 		$282K Buy
+909
New +$260K 0.21% 170
2025
Q2 		$248K Hold
909
– – 0.2% 177
2025
Q1 		$217K Hold
909
– – 0.21% 167
2024
Q4 		$254K Buy
+909
New +$250K 0.23% 158

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

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

Total Wealth Planning & Management held its Marriott International (MAR) position steady in Q1 2026 at 909 shares worth $297K. The position accounts for 0.22% of the portfolio, ranked #159.

Total Wealth Planning & Management first reported a position in MAR in Q4 2024 and has held it in 5 quarters since. 1,630 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

  • Total Wealth Planning & Management held 909 shares of Marriott International worth $297K as of Q1 2026.
  • Total Wealth Planning & Management left its Marriott International share count unchanged in Q1 2026.
  • Marriott International made up 0.22% of Total Wealth Planning & Management's portfolio in Q1 2026, its #159 holding.
  • Total Wealth Planning & Management first reported a position in Marriott International in Q4 2024 and has held it in 5 quarters since.
  • 1,630 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.