KIM
MMU

Karpus Investment Management’s Western Asset Managed Municipals Fund MMU Stock Holding History

Karpus Investment 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
2025
Q4 		– Sell
-437,479
Closed -$4.52M – 224
2025
Q3 		$4.52M Sell
437,479
-254,311
-37% -$2.55M 0.14% 114
2025
Q2 		$6.85M Sell
691,790
-1,250
-0.2% -$12.4K 0.22% 104
2025
Q1 		$7.13M Sell
693,040
-2,899
-0.4% -$30K 0.23% 105
2024
Q4 		$7.1M Sell
695,939
-129,039
-16% -$1.36M 0.21% 101
2024
Q3 		$8.94M Sell
824,978
-96,352
-10% -$1.03M 0.25% 91
2024
Q2 		$9.54M Sell
921,330
-20,075
-2% -$203K 0.27% 73
2024
Q1 		$9.84M Sell
941,405
-18,527
-2% -$189K 0.28% 69
2023
Q4 		$9.76M Sell
959,932
-115,572
-11% -$1.09M 0.3% 64
2023
Q3 		$9.6M Sell
1,075,504
-619,980
-37% -$6M 0.32% 67
2023
Q2 		$16.8M Sell
1,695,484
-24,861
-1% -$249K 0.53% 46
2023
Q1 		$17.7M Buy
1,720,345
+22,786
+1% +$235K 0.55% 45
2022
Q4 		$17.1M Buy
1,697,559
+1,393,947
+459% +$13.8M 0.58% 42
2022
Q3 		$2.94M Buy
+303,612
New +$3.23M 0.1% 205
2021
Q2 		– Sell
-23,300
Closed -$303K – 317
2021
Q1 		$303K Buy
+23,300
New +$301K 0.01% 268
2020
Q2 		– Sell
-79,629
Closed -$952K – 220
2020
Q1 		$952K Buy
+79,629
New +$1.05M 0.04% 165

Other funds holding MMU

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Karpus Investment Management's MMU Position: Q4 2025 in Review

Karpus Investment Management sold out of Western Asset Managed Municipals Fund (MMU) in Q4 2025, closing a stake of 437,479 shares — an estimated $4.52M sold.

Karpus Investment Management first reported a position in MMU in Q1 2020 and held it in 15 quarters. The position peaked at $17.7M in Q1 2023. 116 funds tracked by Wall St. Rank hold MMU as of Q4 2025.

  • Karpus Investment Management reported no remaining Western Asset Managed Municipals Fund position as of Q4 2025 after selling out during the quarter.
  • Karpus Investment Management sold 437,479 Western Asset Managed Municipals Fund shares in Q4 2025, an estimated $4.52M.
  • Karpus Investment Management first reported a position in Western Asset Managed Municipals Fund in Q1 2020 and held it in 15 quarters.
  • Karpus Investment Management's Western Asset Managed Municipals Fund position peaked at $17.7M in Q1 2023.
  • 116 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q4 2025.

Based on Karpus Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.