Bridgewater Advisors’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Bridgewater Advisors’s Portfolio PMM Stock Details PMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$472K	Hold	76,102	–	–	0.03%	284
2026 Q1	$478K	Hold	76,102	–	–	0.03%	263
2025 Q4	$475K	Hold	76,102	–	–	0.03%	268
2025 Q3	$463K	Hold	76,102	–	–	0.03%	262
2025 Q2	$444K	Hold	76,102	–	–	0.03%	270
2025 Q1	$451K	Hold	76,102	–	–	0.04%	243
2024 Q4	$457K	Hold	76,102	–	–	0.05%	118
2024 Q3	$472K	Hold	76,102	–	–	0.05%	116
2024 Q2	$473K	Hold	76,102	–	–	0.06%	113
2024 Q1	$456K	Buy	+76,102	New	+$467K	0.07%	92
2014 Q2	$176K	Hold	24,500	–	–	0.15%	89
2014 Q1	$171K	Hold	24,500	–	–	0.17%	84
2013 Q4	$163K	Buy	+24,500	New	+$163K	0.17%	79

Other funds holding PMM

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

HWAM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

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

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

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

RCM

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bridgewater Advisors's PMM Position: Q2 2026 in Review

Bridgewater Advisors held its Franklin Managed Municipal Income Trust (PMM) position steady in Q2 2026 at 76,102 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #284.

Bridgewater Advisors first reported a position in PMM in Q4 2013 and has held it in 13 quarters since. The position peaked at $478K in Q1 2026. 86 funds tracked by Wall St. Rank hold PMM as of Q2 2026.

Bridgewater Advisors held 76,102 shares of Franklin Managed Municipal Income Trust worth $472K as of Q2 2026.
Bridgewater Advisors left its Franklin Managed Municipal Income Trust share count unchanged in Q2 2026.
Franklin Managed Municipal Income Trust made up 0.03% of Bridgewater Advisors's portfolio in Q2 2026, its #284 holding.
Bridgewater Advisors first reported a position in Franklin Managed Municipal Income Trust in Q4 2013 and has held it in 13 quarters since.
Bridgewater Advisors's Franklin Managed Municipal Income Trust position peaked at $478K in Q1 2026.
86 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.