MAR MARRIOTT INTL INC NEW

Ownership history in Segment Wealth Management, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Segment Wealth Management, LLC reported a position in MARRIOTT INTL INC NEW (MAR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.11% (2024 Q4)
Avg. % of fund
0.51%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 60,549 +749 +1.3% 1.09% $18.8M $309.64
2025 Q3 REDUCED 59,800 -64 -0.1% 0.93% $15.6M $259.32
2025 Q2 REDUCED 59,864 -100 -0.2% 1.04% $16.4M $271.35
2025 Q1 ADDED 59,964 +1,344 +2.3% 0.97% $14.3M $235.97
2024 Q4 ADDED 58,620 +233 +0.4% 1.11% $16.4M $275.71
2024 Q3 ADDED 58,387 +1,100 +1.9% 1.00% $14.5M $245.17
2024 Q2 ADDED 57,287 +7,732 +15.6% 1.02% $13.9M $237.76
2024 Q1 ADDED 49,555 +2,090 +4.4% 0.95% $12.5M $247.46
2023 Q4 REDUCED 47,465 -3,052 -6.0% 0.95% $10.7M $220.70
2023 Q3 ADDED 50,517 +48,767 +2786.7% 1.01% $9.9M $191.89
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MAR price (monthly, adj. close)
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