CDM FINANCIAL COUNSELING SERVICES, INC. MAR β€” MARRIOTT INTL INC NEW

Ownership history in CDM FINANCIAL COUNSELING SERVICES, INC.  Β·  2 quarters on record

AI Ownership Summary

CDM FINANCIAL COUNSELING SERVICES, INC. reported MARRIOTT INTL INC NEW (MAR) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 1.52% in 2026 Q1. The latest visible filing shows MAR at 1.52% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CDM FINANCIAL COUNSELING SERVICES, INC.'s position in MARRIOTT INTL INC NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MAR was reported at 1.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.52% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CDM FINANCIAL COUNSELING SERVICES, INC. held MAR β€” position size vs. price
% of Fund (quarterly)    MAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 4,857 +177 +3.8% 1.52% $1.6M 2026-04-14 $365.98
2025 Q4 INITIATED β€” β€” β€” 4,680 β€” β€” 1.36% $1.5M 2026-02-05 $325.18

FAQ About CDM FINANCIAL COUNSELING SERVICES, INC. and MAR

These are the practical questions this page is built to answer before you even open the full history table.

How long has CDM FINANCIAL COUNSELING SERVICES, INC. reported owning MAR?

CDM FINANCIAL COUNSELING SERVICES, INC. reported MAR across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported MAR position in CDM FINANCIAL COUNSELING SERVICES, INC.'s portfolio?

The largest reported portfolio weight for MAR was 1.52% in 2026 Q1.

What is the latest reported MAR position on this page?

The most recent filing on this page is 2026 Q1, when CDM FINANCIAL COUNSELING SERVICES, INC. reported 4,857 shares, equal to 1.52% of portfolio, with an estimated market value of $1.6M.

What does the chart on this MAR ownership page compare?

The chart compares CDM FINANCIAL COUNSELING SERVICES, INC.'s quarterly MAR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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