Summit Wealth & Retirement Planning »

Marriott International shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of Marriott International (MAR) shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning investment in Marriott International

Tip: Access up to 7 years of quarterly data

All positions including Marriott International held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Marriott International by Summit Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $296k 1.1k 260.44
2025-06-30 $310k 1.1k 273.21
2019-12-31 $229k 1.5k 151.16
2019-06-30 $233k 1.7k 140.36
2019-03-31 $208k 1.7k 125.30

More positions owned by Summit Wealth & Retirement Planning

Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Eafe Etf (EFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Summit Wealth & Retirement Planning

Top funds holding Marriott International

Vanguard Group
BlackRock
State Street Corporation
Wellington Management Company
Jpmorgan Chase & Co
FMR
Geode Capital Management
Massachusetts Financial Services
Morgan Stanley
Invesco
Fundsmith
Capital Research and Management Company - Division 3
Citadel Advisors
Northern Trust
Goldman Sachs Group

View all funds holding Marriott International