SL
PMT

Salomon & Ludwin’s PennyMac Mortgage Investment PMT Stock Holding History

Salomon & Ludwin’s Portfolio PMT Stock Details PMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.2K Sell
1,536
-210
-12% -$2.31K ﹤0.01% 1256
2026
Q1 		$20.9K Buy
1,746
+1,112
+175% +$13.7K ﹤0.01% 1050
2025
Q4 		$8.05K Buy
634
+361
+132% +$4.5K ﹤0.01% 1568
2025
Q3 		$3.44K Buy
+273
New +$3.37K ﹤0.01% 1862

Other funds holding PMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Salomon & Ludwin's PMT Position: Q2 2026 in Review

Salomon & Ludwin reduced its PennyMac Mortgage Investment (PMT) stake by 12% in Q2 2026, selling an estimated $2.31K and leaving 1,536 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Salomon & Ludwin first reported a position in PMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $20.9K in Q1 2026. 210 funds tracked by Wall St. Rank hold PMT as of Q2 2026.

  • Salomon & Ludwin held 1,536 shares of PennyMac Mortgage Investment worth $17.2K as of Q2 2026.
  • Salomon & Ludwin sold 210 PennyMac Mortgage Investment shares in Q2 2026, an estimated $2.31K.
  • PennyMac Mortgage Investment made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1256 holding.
  • Salomon & Ludwin first reported a position in PennyMac Mortgage Investment in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's PennyMac Mortgage Investment position peaked at $20.9K in Q1 2026.
  • 210 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.