LPL Financial
MFM

LPL Financial’s Aberdeen Municipal Income Fund MFM Stock Holding History

LPL Financial’s Portfolio MFM Stock Details MFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$596K Sell
110,580
-144,157
-57% -$787K ﹤0.01% 4606
2025
Q4 		$1.38M Sell
254,737
-825
-0.3% -$4.45K ﹤0.01% 3741
2025
Q3 		$1.38M Buy
255,562
+25,228
+11% +$131K ﹤0.01% 3678
2025
Q2 		$1.19M Sell
230,334
-9,452
-4% -$48.6K ﹤0.01% 3596
2025
Q1 		$1.27M Buy
239,786
+16,971
+8% +$92.1K ﹤0.01% 3343
2024
Q4 		$1.19M Buy
222,815
+19,366
+10% +$108K ﹤0.01% 3348
2024
Q3 		$1.16M Sell
203,449
-4,339
-2% -$24K ﹤0.01% 3251
2024
Q2 		$1.13M Sell
207,788
-4,768
-2% -$24.9K ﹤0.01% 3134
2024
Q1 		$1.14M Sell
212,556
-5,469
-3% -$28.8K ﹤0.01% 3056
2023
Q4 		$1.13M Sell
218,025
-28,046
-11% -$135K ﹤0.01% 2937
2023
Q3 		$1.12M Sell
246,071
-468
-0.2% -$2.35K ﹤0.01% 2797
2023
Q2 		$1.26M Buy
246,539
+34,027
+16% +$174K ﹤0.01% 2654
2023
Q1 		$1.13M Sell
212,512
-21,023
-9% -$109K ﹤0.01% 2659
2022
Q4 		$1.21M Buy
233,535
+1,076
+0.5% +$5.35K ﹤0.01% 2499
2022
Q3 		$1.13M Buy
232,459
+51,792
+29% +$286K ﹤0.01% 2445
2022
Q2 		$983K Buy
180,667
+39,313
+28% +$220K ﹤0.01% 2589
2022
Q1 		$865K Buy
141,354
+45,070
+47% +$291K ﹤0.01% 2727
2021
Q4 		$674K Buy
96,284
+15,017
+18% +$105K ﹤0.01% 3019
2021
Q3 		$568K Buy
81,267
+53,610
+194% +$387K ﹤0.01% 3098
2021
Q2 		$197K Buy
27,657
+12,000
+77% +$84.5K ﹤0.01% 3908
2021
Q1 		$107K Hold
15,657
– – ﹤0.01% 3915
2020
Q4 		$105K Buy
15,657
+3,900
+33% +$25.4K ﹤0.01% 3676
2020
Q3 		$76K Sell
11,757
-10,150
-46% -$66.1K ﹤0.01% 3406
2020
Q2 		$137K Buy
21,907
+1,000
+5% +$6.06K ﹤0.01% 3233
2020
Q1 		$134K Buy
20,907
+8,550
+69% +$59K ﹤0.01% 2928
2019
Q4 		$87K Hold
12,357
– – ﹤0.01% 3235
2019
Q3 		$87K Buy
+12,357
New +$87.1K ﹤0.01% 3160
2018
Q4 		– Sell
-10,865
Closed -$71K – 3180
2018
Q3 		$71K Buy
10,865
+509
+5% +$3.41K ﹤0.01% 3146
2018
Q2 		$68K Sell
10,356
-6,257
-38% -$41.1K ﹤0.01% 3130
2018
Q1 		$108K Buy
+16,613
New +$111K ﹤0.01% 3068
2017
Q2 		– Sell
-46,713
Closed -$325K – 2899
2017
Q1 		$325K Sell
46,713
-4,616
-9% -$31.7K ﹤0.01% 2136
2016
Q4 		$343K Buy
51,329
+1,878
+4% +$12.9K ﹤0.01% 2055
2016
Q3 		$363K Buy
49,451
+15,400
+45% +$114K ﹤0.01% 1978
2016
Q2 		$255K Sell
34,051
-17,607
-34% -$129K ﹤0.01% 2202
2016
Q1 		$374K Buy
51,658
+12,336
+31% +$86.1K ﹤0.01% 2362
2015
Q4 		$271K Buy
39,322
+11,134
+39% +$73.3K ﹤0.01% 2606
2015
Q3 		$180K Sell
28,188
-21,279
-43% -$135K ﹤0.01% 2547
2015
Q2 		$315K Sell
49,467
-15,782
-24% -$104K ﹤0.01% 2268
2015
Q1 		$438K Sell
65,249
-13,372
-17% -$89.8K ﹤0.01% 1959
2014
Q4 		$522K Buy
78,621
+22,998
+41% +$151K ﹤0.01% 1741
2014
Q3 		$365K Buy
55,623
+1,764
+3% +$11.4K ﹤0.01% 2018
2014
Q2 		$355K Sell
53,859
-40,944
-43% -$269K ﹤0.01% 2068
2014
Q1 		$616K Sell
94,803
-118,168
-55% -$753K ﹤0.01% 1577
2013
Q4 		$1.33M Sell
212,971
-80,963
-28% -$501K 0.01% 1067
2013
Q3 		$1.82M Sell
293,934
-490,980
-63% -$3.08M 0.01% 838
2013
Q2 		$5.36M Buy
+784,914
New +$5.76M 0.04% 357

Other funds holding MFM

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

LPL Financial's MFM Position: Q1 2026 in Review

LPL Financial reduced its Aberdeen Municipal Income Fund (MFM) stake by 57% in Q1 2026, selling an estimated $787K and leaving 110,580 shares worth $596K. The position accounts for ﹤0.01% of the portfolio, ranked #4606.

LPL Financial first reported a position in MFM in Q2 2013 and has held it in 46 quarters since. The position peaked at $5.36M in Q2 2013. 83 funds tracked by Wall St. Rank hold MFM as of Q1 2026.

  • LPL Financial held 110,580 shares of Aberdeen Municipal Income Fund worth $596K as of Q1 2026.
  • LPL Financial sold 144,157 Aberdeen Municipal Income Fund shares in Q1 2026, an estimated $787K.
  • Aberdeen Municipal Income Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4606 holding.
  • LPL Financial first reported a position in Aberdeen Municipal Income Fund in Q2 2013 and has held it in 46 quarters since.
  • LPL Financial's Aberdeen Municipal Income Fund position peaked at $5.36M in Q2 2013.
  • 83 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.