KMWM
PMM

Keudell/Morrison Wealth Management’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Keudell/Morrison Wealth Management’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 		$377K Hold
57,600
– – 0.07% 170
2026
Q1 		$354K Sell
57,600
-2,000
-3% -$12.5K 0.07% 168
2025
Q4 		$374K Buy
+59,600
New +$365K 0.08% 163
2025
Q2 		$400K Sell
66,964
-2,150
-3% -$12.7K 0.09% 139
2025
Q1 		$424K Sell
69,114
-2,500
-3% -$15.5K 0.1% 124
2024
Q4 		$428K Sell
71,614
-24,544
-26% -$154K 0.11% 124
2024
Q3 		$626K Sell
96,158
-22,000
-19% -$139K 0.17% 98
2024
Q2 		$733K Sell
118,158
-15,551
-12% -$93.3K 0.21% 85
2024
Q1 		$801K Sell
133,709
-38,649
-22% -$237K 0.24% 79
2023
Q4 		$1.05M Sell
172,358
-133,625
-44% -$749K 0.35% 55
2023
Q3 		$1.67M Sell
305,983
-14,500
-5% -$84.6K 0.51% 35
2023
Q2 		$1.95M Sell
320,483
-14,400
-4% -$85.9K 0.56% 30
2023
Q1 		$2.05M Sell
334,883
-300
-0.1% -$2.03K 0.6% 28
2022
Q4 		$2.1M Buy
335,183
+91,858
+38% +$557K 0.68% 26
2022
Q3 		$1.37M Buy
243,325
+89,800
+58% +$599K 0.51% 38
2022
Q2 		$1.02M Buy
+153,525
New +$1.01M 0.37% 59

Other funds holding PMM

Raymond James Financial
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
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
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Keudell/Morrison Wealth Management's PMM Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its Franklin Managed Municipal Income Trust (PMM) position steady in Q2 2026 at 57,600 shares worth $377K. The position accounts for 0.07% of the portfolio, ranked #170.

Keudell/Morrison Wealth Management first reported a position in PMM in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.1M in Q4 2022. 86 funds tracked by Wall St. Rank hold PMM as of Q2 2026.

  • Keudell/Morrison Wealth Management held 57,600 shares of Franklin Managed Municipal Income Trust worth $377K as of Q2 2026.
  • Keudell/Morrison Wealth Management left its Franklin Managed Municipal Income Trust share count unchanged in Q2 2026.
  • Franklin Managed Municipal Income Trust made up 0.07% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #170 holding.
  • Keudell/Morrison Wealth Management first reported a position in Franklin Managed Municipal Income Trust in Q2 2022 and has held it in 16 quarters since.
  • Keudell/Morrison Wealth Management's Franklin Managed Municipal Income Trust position peaked at $2.1M in Q4 2022.
  • 86 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.