WLIM
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White Lighthouse Investment Management’s Marriott International MAR Stock Holding History

White Lighthouse Investment 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 		$764K Hold
2,335
– – 0.11% 89
2025
Q4 		$724K Hold
2,335
– – 0.1% 89
2025
Q3 		$608K Hold
2,335
– – 0.09% 90
2025
Q2 		$638K Sell
2,335
-1,000
-30% -$251K 0.1% 82
2025
Q1 		$794K Sell
3,335
-1,400
-30% -$381K 0.14% 74
2024
Q4 		$1.32M Buy
+4,735
New +$1.3M 0.23% 58

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

White Lighthouse Investment Management's MAR Position: Q1 2026 in Review

White Lighthouse Investment Management held its Marriott International (MAR) position steady in Q1 2026 at 2,335 shares worth $764K. The position accounts for 0.11% of the portfolio, ranked #89.

White Lighthouse Investment Management first reported a position in MAR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.32M in Q4 2024. 1,630 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

  • White Lighthouse Investment Management held 2,335 shares of Marriott International worth $764K as of Q1 2026.
  • White Lighthouse Investment Management left its Marriott International share count unchanged in Q1 2026.
  • Marriott International made up 0.11% of White Lighthouse Investment Management's portfolio in Q1 2026, its #89 holding.
  • White Lighthouse Investment Management first reported a position in Marriott International in Q4 2024 and has held it in 6 quarters since.
  • White Lighthouse Investment Management's Marriott International position peaked at $1.32M in Q4 2024.
  • 1,630 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.