Occidental Asset Management’s Western Asset Managed Municipals Fund MMU Stock Holding History

Occidental Asset Management’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 Q2	$140K	Buy	13,393 +660	+5%	+$6.78K	0.01%	312
2026 Q1	$131K	Buy	12,733 +789	+7%	+$8.28K	0.02%	271
2025 Q4	$125K	Buy	11,944 +893	+8%	+$9.27K	0.02%	286
2025 Q3	$114K	Hold	11,051	–	–	0.01%	269
2025 Q2	$109K	Sell	11,051 -52	-0.5%	-$515	0.02%	256
2025 Q1	$114K	Buy	11,103 +787	+8%	+$8.14K	0.02%	243
2024 Q4	$105K	Buy	+10,316	New	+$108K	0.02%	208

Other funds holding MMU

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Occidental Asset Management's MMU Position: Q2 2026 in Review

Occidental Asset Management increased its Western Asset Managed Municipals Fund (MMU) stake by 5.2% in Q2 2026, buying an estimated $6.78K and bringing the position to 13,393 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #312.

Occidental Asset Management first reported a position in MMU in Q4 2024 and has held it in 7 quarters since. 106 funds tracked by Wall St. Rank hold MMU as of Q2 2026.

Occidental Asset Management held 13,393 shares of Western Asset Managed Municipals Fund worth $140K as of Q2 2026.
Occidental Asset Management bought 660 Western Asset Managed Municipals Fund shares in Q2 2026, an estimated $6.78K.
Western Asset Managed Municipals Fund made up 0.01% of Occidental Asset Management's portfolio in Q2 2026, its #312 holding.
Occidental Asset Management first reported a position in Western Asset Managed Municipals Fund in Q4 2024 and has held it in 7 quarters since.
106 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.