WWM
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Whalen Wealth Management’s Marriott International MAR Stock Holding History

Whalen Wealth 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 		– Sell
-1,088
Closed -$338K – 207
2025
Q4 		$338K Buy
+1,088
New +$311K 0.18% 151

Other funds holding MAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Whalen Wealth Management's MAR Position: Q1 2026 in Review

Whalen Wealth Management sold out of Marriott International (MAR) in Q1 2026, closing a stake of 1,088 shares — an estimated $338K sold.

Whalen Wealth Management first reported a position in MAR in Q4 2025 and held it in 1 quarter. The position peaked at $338K in Q4 2025. 1,635 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

  • Whalen Wealth Management reported no remaining Marriott International position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 1,088 Marriott International shares in Q1 2026, an estimated $338K.
  • Whalen Wealth Management first reported a position in Marriott International in Q4 2025 and held it in 1 quarter.
  • Whalen Wealth Management's Marriott International position peaked at $338K in Q4 2025.
  • 1,635 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.