Smallwood Wealth Investment Management, LLC
Position in MAR — Marriott International Inc /Md/
CIK 1921304
RED BANK, NJ
Position in MAR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$14,823
+$1,741 QoQ
Shares Held
40
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,637
of 1,737 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MAR Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $16,475 across 2 Lodging names. MAR ranks #1 (90.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
This page
|
40 | $14,823 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
|
5 | $1,652 |
All Filings in MAR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,823 | 40 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $13,082 | 40 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $12,409 | 40 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $42,972 | 165 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $10,928 | 40 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $9,528 | 40 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||