SWIM
PMM

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

Smallwood Wealth Investment 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 		$58.9K Hold
9,000
– – 0.03% 180
2026
Q1 		$55.4K Hold
9,000
– – 0.03% 170
2025
Q4 		$56.4K Hold
9,000
– – 0.03% 164
2025
Q3 		$54.4K Hold
9,000
– – 0.03% 171
2025
Q2 		$53.8K Hold
9,000
– – 0.03% 159
2025
Q1 		$55.2K Buy
+9,000
New +$55.8K 0.03% 153
2024
Q1 		– Sell
-11,806
Closed -$71.8K – 68
2023
Q4 		$71.8K Hold
11,806
– – 0.06% 65
2023
Q3 		$64.6K Hold
11,806
– – 0.06% 62
2023
Q2 		$71.9K Hold
11,806
– – 0.06% 63
2023
Q1 		$72.4K Hold
11,806
– – 0.07% 60
2022
Q4 		$74.1K Hold
11,806
– – 0.06% 74
2022
Q3 		$67K Hold
11,806
– – 0.06% 73
2022
Q2 		$78K Hold
11,806
– – 0.08% 61
2022
Q1 		$83K Buy
+11,806
New +$88.6K 0.08% 56

Other funds holding PMM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Smallwood Wealth Investment Management's PMM Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Franklin Managed Municipal Income Trust (PMM) position steady in Q2 2026 at 9,000 shares worth $58.9K. The position accounts for 0.03% of the portfolio, ranked #180.

Smallwood Wealth Investment Management first reported a position in PMM in Q1 2022 and has held it in 14 quarters since. The position peaked at $83K in Q1 2022. 31 funds tracked by Wall St. Rank hold PMM as of Q2 2026.

  • Smallwood Wealth Investment Management held 9,000 shares of Franklin Managed Municipal Income Trust worth $58.9K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Franklin Managed Municipal Income Trust share count unchanged in Q2 2026.
  • Franklin Managed Municipal Income Trust made up 0.03% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #180 holding.
  • Smallwood Wealth Investment Management first reported a position in Franklin Managed Municipal Income Trust in Q1 2022 and has held it in 14 quarters since.
  • Smallwood Wealth Investment Management's Franklin Managed Municipal Income Trust position peaked at $83K in Q1 2022.
  • 31 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.