Forum Financial Management, LP

Position in MAR — Marriott International Inc /Md/

CIK 1911832 LOMBARD, IL

Position in MAR

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$4,353,320

+$184,159 QoQ

Shares Held

11,747

-7.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#460

of 1,737 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Forum Financial Management, LP holds $4,353,320 across 1 Lodging name. MAR ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MAR	Marriott International Inc /Md/ This page	11,747	$4,353,320

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,353,320	11,747	-7.8%	Shares	Sole	2026-07-23
2026-03-31	$4,169,161	12,747	-13.0%	Shares	Sole	2026-04-23
2025-12-31	$4,543,154	14,644	-1.8%	Shares	Sole	2026-01-27
2025-09-30	$3,884,983	14,917	+3.2%	Shares	Sole	2025-10-24
2025-06-30	$3,948,704	14,453	+1.7%	Shares	Sole	2025-07-30
2025-03-31	$3,386,013	14,215	+27.6%	Shares	Sole	2025-05-02
2024-12-31	$3,107,112	11,139	+12.5%	Shares	Sole	2025-02-20
2024-09-30	$2,461,388	9,901	+0.1%	Shares	Sole	2024-10-29
2024-06-30	$2,392,555	9,896	+138.1%	Shares	Sole	2024-07-30
2024-03-31	$1,048,600	4,156	-1.7%	Shares	Sole	2024-05-09
2023-12-31	$953,005	4,226	-0.8%	Shares	Sole	2024-02-07
2023-09-30	$836,952	4,258	+0.3%	Shares	Sole	2023-11-06
2023-06-30	$779,764	4,245	+1.1%	Shares	Sole	2023-07-26
2023-03-31	$696,869	4,197	+133.3%	Shares	Sole	2023-04-19
2022-12-31	$267,853	1,799	+1.4%	Shares	Sole	2023-01-24
2022-09-30	$248,608	1,774	0.0%	Shares	Sole	2022-11-07
2022-06-30	$241,281	1,774	0.0%	Shares	Sole	2022-08-15
2022-03-31	$311,780	1,774	0.0%	Shares	Sole	2022-05-16
2021-12-31	$293,135	1,774	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.