Goelzer Investment Management’s First Merchants FRME Stock Holding History

Goelzer Investment Management’s Portfolio FRME Stock Details FRME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$235K	Hold	5,389	–	–	0.01%	298
2026 Q1	$209K	Hold	5,389	–	–	0.01%	293
2025 Q4	$202K	Sell	5,389 -1,376	-20%	-$51K	0.01%	270
2025 Q3	$255K	Hold	6,765	–	–	0.01%	232
2025 Q2	$259K	Hold	6,765	–	–	0.01%	231
2025 Q1	$274K	Hold	6,765	–	–	0.02%	220
2024 Q4	$270K	Buy	+6,765	New	+$274K	0.02%	221
2024 Q2	–	Sell	-6,765	Closed	-$236K	–	231
2024 Q1	$236K	Hold	6,765	–	–	0.01%	230
2023 Q4	$251K	Sell	6,765 -3,200	-32%	-$99.1K	0.02%	221
2023 Q3	$277K	Hold	9,965	–	–	0.02%	204
2023 Q2	$281K	Hold	9,965	–	–	0.02%	205
2023 Q1	$328K	Hold	9,965	–	–	0.03%	200
2022 Q4	$410K	Hold	9,965	–	–	0.04%	201
2022 Q3	$385K	Buy	+9,965	New	+$395K	0.04%	194
2019 Q3	–	Sell	-5,627	Closed	-$213K	–	258
2019 Q2	$213K	Hold	5,627	–	–	0.02%	250
2019 Q1	$207K	Buy	+5,627	New	+$216K	0.02%	263
2018 Q3	–	Sell	-4,358	Closed	-$202K	–	205
2018 Q2	$202K	Buy	+4,358	New	+$195K	0.02%	200

Other funds holding FRME

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

BFS

BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Goelzer Investment Management's FRME Position: Q2 2026 in Review

Goelzer Investment Management held its First Merchants (FRME) position steady in Q2 2026 at 5,389 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #298.

Goelzer Investment Management first reported a position in FRME in Q2 2018 and has held it in 17 quarters since. The position peaked at $410K in Q4 2022. 68 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

Goelzer Investment Management held 5,389 shares of First Merchants worth $235K as of Q2 2026.
Goelzer Investment Management left its First Merchants share count unchanged in Q2 2026.
First Merchants made up 0.01% of Goelzer Investment Management's portfolio in Q2 2026, its #298 holding.
Goelzer Investment Management first reported a position in First Merchants in Q2 2018 and has held it in 17 quarters since.
Goelzer Investment Management's First Merchants position peaked at $410K in Q4 2022.
68 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.