Melfa Wealth Management’s Franklin Managed Municipal Income Trust PMM Stock Holding History

Melfa 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	$626K	Sell	95,679 -177	-0.2%	-$1.1K	0.34%	68
2026 Q1	$590K	Hold	95,856	–	–	0.34%	73
2025 Q4	$601K	Hold	95,856	–	–	0.35%	76
2025 Q3	$579K	Hold	95,856	–	–	0.34%	76
2025 Q2	$573K	Hold	95,856	–	–	0.36%	69
2025 Q1	$588K	Hold	95,856	–	–	0.4%	65
2024 Q4	$572K	Hold	95,856	–	–	0.38%	69
2024 Q3	$624K	Sell	95,856 -193	-0.2%	-$1.22K	0.41%	62
2024 Q2	$596K	Buy	96,049 +29	+0%	+$174	0.42%	61
2024 Q1	$575K	Buy	96,020 +87	+0.1%	+$534	0.42%	64
2023 Q4	$583K	Buy	95,933 +97	+0.1%	+$544	0.55%	49
2023 Q3	$524K	Sell	95,836 -1,919	-2%	-$11.2K	0.57%	45
2023 Q2	$595K	Buy	97,755 +177	+0.2%	+$1.05K	0.6%	44
2023 Q1	$598K	Buy	97,578 +7,226	+8%	+$48.9K	0.6%	44
2022 Q4	$567K	Buy	+90,352	New	+$548K	0.59%	45

Other funds holding PMM

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

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

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

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

Melfa Wealth Management's PMM Position: Q2 2026 in Review

Melfa Wealth Management reduced its Franklin Managed Municipal Income Trust (PMM) stake by 0.18% in Q2 2026, selling an estimated $1.1K and leaving 95,679 shares worth $626K. The position accounts for 0.34% of the portfolio, ranked #68.

Melfa Wealth Management first reported a position in PMM in Q4 2022 and has held it in 15 quarters since. 86 funds tracked by Wall St. Rank hold PMM as of Q2 2026.

Melfa Wealth Management held 95,679 shares of Franklin Managed Municipal Income Trust worth $626K as of Q2 2026.
Melfa Wealth Management sold 177 Franklin Managed Municipal Income Trust shares in Q2 2026, an estimated $1.1K.
Franklin Managed Municipal Income Trust made up 0.34% of Melfa Wealth Management's portfolio in Q2 2026, its #68 holding.
Melfa Wealth Management first reported a position in Franklin Managed Municipal Income Trust in Q4 2022 and has held it in 15 quarters since.
86 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.