Kennedy Investment Group’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Kennedy Investment Group’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 Q1	–	Sell	-14,748	Closed	-$92.5K	–	145
2025 Q4	$92.5K	Sell	14,748 -161,315	-92%	-$989K	0.03%	139
2025 Q3	$1.06M	Sell	176,063 -21,563	-11%	-$128K	0.42%	54
2025 Q2	$1.18M	Sell	197,626 -25,995	-12%	-$154K	0.5%	49
2025 Q1	$1.37M	Sell	223,621 -14,287	-6%	-$88.5K	0.64%	40
2024 Q4	$1.42M	Sell	237,908 -17,140	-7%	-$108K	0.64%	36
2024 Q3	$1.66M	Sell	255,048 -4,473	-2%	-$28.4K	0.76%	31
2024 Q2	$1.61M	Sell	259,521 -11,731	-4%	-$70.4K	0.81%	29
2024 Q1	$1.62M	Sell	271,252 -22,280	-8%	-$137K	0.87%	29
2023 Q4	$1.78M	Sell	293,532 -12,336	-4%	-$69.1K	1%	27
2023 Q3	$1.67M	Sell	305,868 -13,420	-4%	-$78.3K	1.01%	28
2023 Q2	$1.94M	Sell	319,288 -6,555	-2%	-$39.1K	1.14%	25
2023 Q1	$2M	Sell	325,843 -52,638	-14%	-$356K	1.22%	25
2022 Q4	$2.38M	Buy	+378,481	New	+$2.3M	1.51%	19

Other funds holding PMM

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

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

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

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

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

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

RCM

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

Kennedy Investment Group's PMM Position: Q1 2026 in Review

Kennedy Investment Group sold out of Franklin Managed Municipal Income Trust (PMM) in Q1 2026, closing a stake of 14,748 shares — an estimated $92.5K sold.

Kennedy Investment Group first reported a position in PMM in Q4 2022 and held it in 13 quarters. The position peaked at $2.38M in Q4 2022. 90 funds tracked by Wall St. Rank hold PMM as of Q1 2026.

Kennedy Investment Group reported no remaining Franklin Managed Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
Kennedy Investment Group sold 14,748 Franklin Managed Municipal Income Trust shares in Q1 2026, an estimated $92.5K.
Kennedy Investment Group first reported a position in Franklin Managed Municipal Income Trust in Q4 2022 and held it in 13 quarters.
Kennedy Investment Group's Franklin Managed Municipal Income Trust position peaked at $2.38M in Q4 2022.
90 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q1 2026.

Based on Kennedy Investment Group's 13F filing for Q1 2026, filed 22 Apr 2026.