Lido Advisors
MMU

Lido Advisors’s Western Asset Managed Municipals Fund MMU Stock Holding History

Lido Advisors’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
2026
Q1 		– Sell
-46,337
Closed -$482K – 2062
2025
Q4 		$482K Hold
46,337
– – ﹤0.01% 1315
2025
Q3 		$482K Buy
46,337
+756
+2% +$7.59K ﹤0.01% 1244
2025
Q2 		$454K Buy
45,581
+731
+2% +$7.24K ﹤0.01% 1142
2025
Q1 		$464K Buy
44,850
+463
+1% +$4.79K ﹤0.01% 1042
2024
Q4 		$453K Buy
+44,387
New +$466K ﹤0.01% 1038

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

Lido Advisors's MMU Position: Q1 2026 in Review

Lido Advisors sold out of Western Asset Managed Municipals Fund (MMU) in Q1 2026, closing a stake of 46,337 shares — an estimated $482K sold.

Lido Advisors first reported a position in MMU in Q4 2024 and held it in 5 quarters. The position peaked at $482K in Q4 2025. 110 funds tracked by Wall St. Rank hold MMU as of Q1 2026.

  • Lido Advisors reported no remaining Western Asset Managed Municipals Fund position as of Q1 2026 after selling out during the quarter.
  • Lido Advisors sold 46,337 Western Asset Managed Municipals Fund shares in Q1 2026, an estimated $482K.
  • Lido Advisors first reported a position in Western Asset Managed Municipals Fund in Q4 2024 and held it in 5 quarters.
  • Lido Advisors's Western Asset Managed Municipals Fund position peaked at $482K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.