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Lynch & Associates’s First Merchants FRME Stock Holding History

Lynch & Associates’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
Q3 		$5.17M Hold
130,000
– – 0.74% 39
2026
Q2 		$5.68M Hold
130,000
– – 0.99% 30
2026
Q1 		$5.03M Buy
+130,000
New +$5.08M 0.95% 35

Other funds holding FRME

First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MCM
Monarch Capital Management Fort Wayne, Indiana $436M AUM 22.29% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Lynch & Associates's FRME Position: Q3 2026 in Review

Lynch & Associates held its First Merchants (FRME) position steady in Q3 2026 at 130,000 shares worth $5.17M. The position accounts for 0.74% of the portfolio, ranked #39.

Lynch & Associates first reported a position in FRME in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.68M in Q2 2026. 32 funds tracked by Wall St. Rank hold FRME as of Q3 2026.

  • Lynch & Associates held 130,000 shares of First Merchants worth $5.17M as of Q3 2026.
  • Lynch & Associates left its First Merchants share count unchanged in Q3 2026.
  • First Merchants made up 0.74% of Lynch & Associates's portfolio in Q3 2026, its #39 holding.
  • Lynch & Associates first reported a position in First Merchants in Q1 2026 and has held it in 3 quarters since.
  • Lynch & Associates's First Merchants position peaked at $5.68M in Q2 2026.
  • 32 funds tracked by Wall St. Rank held First Merchants as of Q3 2026.

Based on Lynch & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.