LM Advisors’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

LM Advisors’s Portfolio MUC Stock Details MUC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$240K	Buy	21,804 +21,577	+9,505%	+$232K	0.03%	212
2026 Q1	$21.8K	Sell	227 -4	-2%	-$43	0.34%	64
2025 Q4	$21.8K	Sell	231 -25,351	-99%	-$272K	0.39%	58
2025 Q3	$278K	Sell	25,582 -3,280	-11%	-$34K	0.04%	178
2025 Q2	$299K	Sell	28,862 -4,905	-15%	-$51K	0.04%	157
2025 Q1	$362K	Sell	33,767 -2,450	-7%	-$26.5K	0.07%	174
2024 Q4	$385K	Sell	36,217 -4,387	-11%	-$49K	0.07%	148
2024 Q3	$468K	Hold	40,604	–	–	0.1%	124
2024 Q2	$451K	Hold	40,604	–	–	0.08%	133
2024 Q1	$447K	Hold	40,604	–	–	0.07%	146
2023 Q4	$452K	Buy	+40,604	New	+$412K	0.09%	124

Other funds holding MUC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LM Advisors's MUC Position: Q2 2026 in Review

LM Advisors increased its BlackRock MuniHoldings California Quality Fund (MUC) stake by 9,505% in Q2 2026, buying an estimated $232K and bringing the position to 21,804 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #212.

LM Advisors first reported a position in MUC in Q4 2023 and has held it in 11 quarters since. The position peaked at $468K in Q3 2024. 135 funds tracked by Wall St. Rank hold MUC as of Q2 2026.

LM Advisors held 21,804 shares of BlackRock MuniHoldings California Quality Fund worth $240K as of Q2 2026.
LM Advisors bought 21,577 BlackRock MuniHoldings California Quality Fund shares in Q2 2026, an estimated $232K.
BlackRock MuniHoldings California Quality Fund made up 0.03% of LM Advisors's portfolio in Q2 2026, its #212 holding.
LM Advisors first reported a position in BlackRock MuniHoldings California Quality Fund in Q4 2023 and has held it in 11 quarters since.
LM Advisors's BlackRock MuniHoldings California Quality Fund position peaked at $468K in Q3 2024.
135 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.