Terry Smith’s MAR Holdings & Trades

First Buy
Q1 2015
Duration Held
43 Quarters
Largest Add
Q3 2023
+4.21 M shares
Current Position
4.23 M shares
$1.1 B value

Terry Smith's MAR Position Overview

Terry Smith (via Fundsmith Llp) currently holds 4.2M shares of Marriott International, Inc. (MAR) worth $1.1 B, representing 5.56% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 43 quarters.

Based on 13F filings since 2013, Terry Smith has maintained a long-term strategic position in MAR, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2023, adding 4.2M shares. Largest reduction occurred in Q1 2023, reducing 197.8K shares.

Analysis based on 13F filings available since 2013 Q2

Terry Smith's Marriott International (MAR) Holding Value Over Time

Track share changes against reported price movement

Quarterly Marriott International (MAR) Trades by Terry Smith

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2015 +49,424 New Buy 49,424 $80.06
Q2 2015 +4,758 Add 9.63% 54,182 $74.40
Q4 2015 -54,182 Sold Out 54,182 $0.00
Q2 2016 +196,378 New Buy 196,378 $66.46
Q4 2016 -19,942 Reduce 10.15% 176,436 $84.85
Q1 2017 +8,254 Add 4.68% 184,690 $94.18
Q2 2017 +60 Add 0.03% 184,750 $100.28
Q3 2017 -60 Reduce 0.03% 184,690 $110.00
Q4 2017 -44,995 Reduce 24.36% 139,695 $135.73
Q1 2018 -2,953 Reduce 2.11% 136,742 $135.98
Q2 2018 +802 Add 0.59% 137,544 $126.59
Q3 2018 +22,094 Add 16.06% 159,638 $132.03
Q4 2018 +21,951 Add 13.75% 181,589 $132.03
Q1 2019 -1,509 Reduce 0.83% 180,080 $125.09
Q2 2019 -3,398 Reduce 1.89% 176,682 $140.29
Q3 2019 +34,620 Add 19.59% 211,302 $124.37
Q4 2019 -39,544 Reduce 18.71% 171,758 $151.43
Q1 2020 +1,089 Add 0.63% 172,847 $74.81
Q2 2020 +11,040 Add 6.39% 183,887 $85.73
Q3 2020 +95,665 Add 52.02% 279,552 $92.58
Q4 2020 -1,632 Reduce 0.58% 277,920 $131.92
Q1 2021 +18,261 Add 6.57% 296,181 $148.11
Q2 2021 +1,251 Add 0.42% 297,432 $136.52
Q3 2021 -297,432 Sold Out 297,432 $0.00
Q1 2023 +99,594 New Buy 99,594 $166.04
Q2 2023 +88,535 Add 88.90% 188,129 $183.69
Q3 2023 +4.21 M Add 2236.52% 4.4 M $196.56
Q4 2023 -4,175 Reduce 0.09% 4.39 M $225.51
Q1 2024 -27,208 Reduce 0.62% 4.36 M $252.31
Q2 2024 -99,787 Reduce 2.29% 4.26 M $241.77
Q3 2024 +2,144 Add 0.05% 4.27 M $248.60
Q4 2024 -11,315 Reduce 0.27% 4.26 M $278.94
Q1 2025 -3,780 Reduce 0.09% 4.25 M $238.20
Q2 2025 -14,961 Reduce 0.35% 4.24 M $273.21
Q3 2025 -8,301 Reduce 0.20% 4.23 M $260.44

Terry Smith's Marriott International Investment FAQs

Terry Smith first purchased Marriott International, Inc. (MAR) in Q1 2015, acquiring 49,424 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Terry Smith has held Marriott International, Inc. (MAR) for 43 quarters since Q1 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Terry Smith's largest addition to Marriott International, Inc. (MAR) was in Q3 2023, adding 4,395,681 shares worth $864.02 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Terry Smith's firm, Fundsmith Llp, owns 4,228,298 shares of Marriott International, Inc. (MAR), valued at approximately $1.1 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Marriott International, Inc. (MAR) represents approximately 5.56% of Terry Smith's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Terry Smith's peak holding in Marriott International, Inc. (MAR) was 4,395,681 shares, as reported at the end of Q3 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.