Blue Bell Private Wealth Management’s Western Asset Managed Municipals Fund MMU Stock Holding History

Blue Bell Private Wealth Management’s Portfolio MMU Stock Details MMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$32.1K	Sell	3,083 -100	-3%	-$1.03K	﹤0.01%	474
2026 Q1	$32.7K	Sell	3,183 -900	-22%	-$9.44K	﹤0.01%	453
2025 Q4	$42.6K	Sell	4,083 -388	-9%	-$4.03K	0.01%	421
2025 Q3	$46.2K	Hold	4,471	–	–	0.01%	409
2025 Q2	$44.3K	Sell	4,471 -3,578	-44%	-$35.4K	0.01%	404
2025 Q1	$82.8K	Hold	8,049	–	–	0.02%	312
2024 Q4	$82.1K	Sell	8,049 -8,611	-52%	-$90.5K	0.02%	298
2024 Q3	$181K	Buy	16,660 +4,052	+32%	+$43.2K	0.03%	222
2024 Q2	$130K	Buy	12,608 +10,400	+471%	+$105K	0.03%	246
2024 Q1	$23.1K	Buy	+2,208	New	+$22.5K	0.01%	449

Other funds holding MMU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Blue Bell Private Wealth Management's MMU Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its Western Asset Managed Municipals Fund (MMU) stake by 3.1% in Q2 2026, selling an estimated $1.03K and leaving 3,083 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Blue Bell Private Wealth Management first reported a position in MMU in Q1 2024 and has held it in 10 quarters since. The position peaked at $181K in Q3 2024. 106 funds tracked by Wall St. Rank hold MMU as of Q2 2026.

Blue Bell Private Wealth Management held 3,083 shares of Western Asset Managed Municipals Fund worth $32.1K as of Q2 2026.
Blue Bell Private Wealth Management sold 100 Western Asset Managed Municipals Fund shares in Q2 2026, an estimated $1.03K.
Western Asset Managed Municipals Fund made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #474 holding.
Blue Bell Private Wealth Management first reported a position in Western Asset Managed Municipals Fund in Q1 2024 and has held it in 10 quarters since.
Blue Bell Private Wealth Management's Western Asset Managed Municipals Fund position peaked at $181K in Q3 2024.
106 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.