Position in MAR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,586,792
+$523,602 QoQ
Shares Held
12,377
-0.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#453
of 1,737 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MAR Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026HB Wealth Management, LLC holds $9,758,823 across 5 Lodging names. MAR ranks #1 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
This page
|
12,377 | $4,586,792 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
|
11,330 | $3,744,111 | |
| 3 | WH |
Wyndham Hotels & Resorts, Inc.
|
8,997 | $757,637 | |
| 4 | IHG |
Intercontinental Hotels Group PLC /New/
|
2,274 | $393,674 | |
| 5 | H |
Hyatt Hotels Corp
|
1,427 | $276,609 |
All Filings in MAR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,586,792 | 12,377 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,063,190 | 12,423 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,741,494 | 12,060 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,815,877 | 10,812 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,562,709 | 9,380 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,851,015 | 11,969 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,743,932 | 6,252 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,305,398 | 5,251 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,221,422 | 5,052 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,240,860 | 4,918 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,044,787 | 4,633 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $894,151 | 4,549 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $712,533 | 3,879 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $607,706 | 3,660 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $647,671 | 4,350 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $321,341 | 2,293 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $254,882 | 1,874 | Shares | Sole | 2022-07-15 | |
| 2021-12-31 | $231,831 | 1,403 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||