LPL Financial’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.51M | Buy |
34,502
+2,552
| +8% | +$104K | ﹤0.01% | 4057 |
|
|
2026
Q1 | $1.24M | Sell |
31,950
-1,142
| -3% | -$44.6K | ﹤0.01% | 3981 |
|
|
2025
Q4 | $1.24M | Buy |
33,092
+18,460
| +126% | +$684K | ﹤0.01% | 3843 |
|
|
2025
Q3 | $552K | Buy |
14,632
+613
| +4% | +$24.5K | ﹤0.01% | 4537 |
|
|
2025
Q2 | $537K | Buy |
14,019
+169
| +1% | +$6.26K | ﹤0.01% | 4321 |
|
|
2025
Q1 | $560K | Buy |
13,850
+588
| +4% | +$24.5K | ﹤0.01% | 4072 |
|
|
2024
Q4 | $529K | Buy |
13,262
+468
| +4% | +$18.9K | ﹤0.01% | 4048 |
|
|
2024
Q3 | $476K | Sell |
12,794
-28
| -0.2% | -$1.04K | ﹤0.01% | 4035 |
|
|
2024
Q2 | $427K | Buy |
12,822
+3,819
| +42% | +$128K | ﹤0.01% | 3993 |
|
|
2024
Q1 | $314K | Sell |
9,003
-31
| -0.3% | -$1.06K | ﹤0.01% | 4160 |
|
|
2023
Q4 | $335K | Sell |
9,034
-582
| -6% | -$18K | ﹤0.01% | 4007 |
|
|
2023
Q3 | $268K | Sell |
9,616
-249
| -3% | -$7.46K | ﹤0.01% | 4018 |
|
|
2023
Q2 | $278K | Buy |
9,865
+1,500
| +18% | +$42.6K | ﹤0.01% | 3910 |
|
|
2023
Q1 | $276K | Buy |
8,365
+534
| +7% | +$21.2K | ﹤0.01% | 3808 |
|
|
2022
Q4 | $322K | Buy |
7,831
+651
| +9% | +$27.5K | ﹤0.01% | 3595 |
|
|
2022
Q3 | $278K | Buy |
7,180
+364
| +5% | +$14.4K | ﹤0.01% | 3660 |
|
|
2022
Q2 | $243K | Buy |
6,816
+1,848
| +37% | +$72.7K | ﹤0.01% | 3802 |
|
|
2022
Q1 | $207K | Buy |
+4,968
| New | +$216K | ﹤0.01% | 3815 |
|
|
2021
Q4 | – | Sell |
-5,829
| Closed | -$244K | – | 4383 |
|
|
2021
Q3 | $244K | Buy |
5,829
+590
| +11% | +$24K | ﹤0.01% | 3809 |
|
|
2021
Q2 | $218K | Sell |
5,239
-11,520
| -69% | -$526K | ﹤0.01% | 3845 |
|
|
2021
Q1 | $779K | Buy |
16,759
+130
| +0.8% | +$5.6K | ﹤0.01% | 2627 |
|
|
2020
Q4 | $622K | Buy |
16,629
+33
| +0.2% | +$1.02K | ﹤0.01% | 2558 |
|
|
2020
Q3 | $384K | Buy |
16,596
+190
| +1% | +$4.75K | ﹤0.01% | 2699 |
|
|
2020
Q2 | $452K | Buy |
16,406
+89
| +0.5% | +$2.38K | ﹤0.01% | 2485 |
|
|
2020
Q1 | $432K | Sell |
16,317
-159
| -1% | -$5.8K | ﹤0.01% | 2189 |
|
|
2019
Q4 | $685K | Buy |
16,476
+542
| +3% | +$21.6K | ﹤0.01% | 2115 |
|
|
2019
Q3 | $600K | Sell |
15,934
-86
| -0.5% | -$3.21K | ﹤0.01% | 2128 |
|
|
2019
Q2 | $607K | Buy |
+16,020
| New | +$587K | ﹤0.01% | 2121 |
|
|
2017
Q3 | – | Sell |
-7,397
| Closed | -$297K | – | 2887 |
|
|
2017
Q2 | $297K | Hold |
7,397
| – | – | ﹤0.01% | 2301 |
|
|
2017
Q1 | $288K | Hold |
7,397
| – | – | ﹤0.01% | 2234 |
|
|
2016
Q4 | $279K | Buy |
+7,397
| New | +$235K | ﹤0.01% | 2233 |
|
|
2016
Q2 | – | Sell |
-14,728
| Closed | -$340K | – | 2749 |
|
|
2016
Q1 | $340K | Buy |
+14,728
| New | +$336K | ﹤0.01% | 2416 |
|
Other funds holding FRME
N
PCA
FMC
GT
LPL Financial's FRME Position: Q2 2026 in Review
LPL Financial increased its First Merchants (FRME) stake by 8% in Q2 2026, buying an estimated $104K and bringing the position to 34,502 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #4057.
LPL Financial first reported a position in FRME in Q1 2016 and has held it in 32 quarters since. 140 funds tracked by Wall St. Rank hold FRME as of Q2 2026.
- LPL Financial held 34,502 shares of First Merchants worth $1.51M as of Q2 2026.
- LPL Financial bought 2,552 First Merchants shares in Q2 2026, an estimated $104K.
- First Merchants made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4057 holding.
- LPL Financial first reported a position in First Merchants in Q1 2016 and has held it in 32 quarters since.
- 140 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.