Concord Wealth Partners’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Concord Wealth Partners’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	$10.2K	Buy	+1,554	New	+$9.7K	﹤0.01%	569
2026 Q1	–	Sell	-1,554	Closed	-$9.74K	–	634
2025 Q4	$9.74K	Hold	1,554	–	–	﹤0.01%	543
2025 Q3	$9.39K	Hold	1,554	–	–	﹤0.01%	548
2025 Q2	$9.29K	Hold	1,554	–	–	﹤0.01%	551
2025 Q1	$9.53K	Hold	1,554	–	–	﹤0.01%	515
2024 Q4	$9.28K	Hold	1,554	–	–	﹤0.01%	536
2024 Q3	$10.1K	Hold	1,554	–	–	﹤0.01%	556
2024 Q2	$9.63K	Hold	1,554	–	–	﹤0.01%	512
2024 Q1	$9.31K	Hold	1,554	–	–	﹤0.01%	579
2023 Q4	$9.45K	Hold	1,554	–	–	﹤0.01%	574
2023 Q3	$8.5K	Hold	1,554	–	–	﹤0.01%	642
2023 Q2	$9.46K	Hold	1,554	–	–	﹤0.01%	609
2023 Q1	$9.53K	Hold	1,554	–	–	﹤0.01%	600
2022 Q4	$9.76K	Buy	+1,554	New	+$9.43K	﹤0.01%	638
2022 Q3	–	Sell	-1,554	Closed	-$10K	–	865
2022 Q2	$10K	Hold	1,554	–	–	﹤0.01%	694
2022 Q1	$11K	Hold	1,554	–	–	﹤0.01%	761
2021 Q4	$14K	Hold	1,554	–	–	﹤0.01%	719
2021 Q3	$13K	Hold	1,554	–	–	0.01%	439
2021 Q2	$14K	Hold	1,554	–	–	﹤0.01%	569
2021 Q1	$13K	Hold	1,554	–	–	﹤0.01%	544
2020 Q4	$13K	Buy	+1,554	New	+$12.1K	0.01%	349

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

Concord Wealth Partners's PMM Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Franklin Managed Municipal Income Trust (PMM) in Q2 2026: 1,554 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #569 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in PMM as recently as Q4 2025.

Concord Wealth Partners first reported a position in PMM in Q4 2020 and has held it in 21 quarters since. The position peaked at $14K in Q4 2021. 86 funds tracked by Wall St. Rank hold PMM as of Q2 2026.

Concord Wealth Partners held 1,554 shares of Franklin Managed Municipal Income Trust worth $10.2K as of Q2 2026.
Franklin Managed Municipal Income Trust was a new Concord Wealth Partners position in Q2 2026.
Franklin Managed Municipal Income Trust made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #569 holding.
Concord Wealth Partners first reported a position in Franklin Managed Municipal Income Trust in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's Franklin Managed Municipal Income Trust position peaked at $14K in Q4 2021.
86 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.