Monarch Capital Management’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
Q3
$335K Hold
8,418
– – 0.08% 115
2026
Q2
$368K Sell
8,418
-500
-6% -$20.3K 0.08% 114
2026
Q1
$345K Hold
8,918
– – 0.08% 109
2025
Q4
$334K Hold
8,918
– – 0.08% 110
2025
Q3
$336K Hold
8,918
– – 0.08% 110
2025
Q2
$342K Hold
8,918
– – 0.09% 104
2025
Q1
$361K Hold
8,918
– – 0.1% 101
2024
Q4
$356K Sell
8,918
-800
-8% -$32.4K 0.1% 101
2024
Q3
$362K Hold
9,718
– – 0.1% 101
2024
Q2
$324K Hold
9,718
– – 0.1% 101
2024
Q1
$339K Hold
9,718
– – 0.1% 100
2023
Q4
$360K Hold
9,718
– – 0.11% 98
2023
Q3
$270K Hold
9,718
– – 0.09% 103
2023
Q2
$274K Hold
9,718
– – 0.08% 103
2023
Q1
$320K Hold
9,718
– – 0.1% 101
2022
Q4
$400K Hold
9,718
– – 0.12% 92
2022
Q3
$376K Hold
9,718
– – 0.12% 92
2022
Q2
$346K Hold
9,718
– – 0.1% 99
2022
Q1
$404K Hold
9,718
– – 0.11% 99
2021
Q4
$407K Hold
9,718
– – 0.1% 96
2021
Q3
$407K Hold
9,718
– – 0.11% 94
2021
Q2
$405K Hold
9,718
– – 0.12% 94
2021
Q1
$452K Sell
9,718
-200
-2% -$8.62K 0.13% 85
2020
Q4
$371K Hold
9,918
– – 0.12% 88
2020
Q3
$230K Hold
9,918
– – 0.08% 94
2020
Q2
$273K Hold
9,918
– – 0.1% 89
2020
Q1
$263K Hold
9,918
– – 0.11% 86
2019
Q4
$412K Sell
9,918
-413
-4% -$16.5K 0.13% 80
2019
Q3
$389K Hold
10,331
– – 0.14% 79
2019
Q2
$392K Hold
10,331
– – 0.14% 80
2019
Q1
$381K Hold
10,331
– – 0.14% 81
2018
Q4
$354K Hold
10,331
– – 0.14% 78
2018
Q3
$465K Hold
10,331
– – 0.17% 76
2018
Q2
$479K Hold
10,331
– – 0.18% 72
2018
Q1
$431K Hold
10,331
– – 0.17% 73
2017
Q4
$435K Hold
10,331
– – 0.16% 73
2017
Q3
$444K Buy
+10,331
New +$411K 0.17% 73

Other funds holding FRME

Monarch Capital Management's FRME Position: Q3 2026 in Review

Monarch Capital Management held its First Merchants (FRME) position steady in Q3 2026 at 8,418 shares worth $335K. The position accounts for 0.08% of the portfolio, ranked #115.

Monarch Capital Management first reported a position in FRME in Q3 2017 and has held it in 37 quarters since. The position peaked at $479K in Q2 2018. 120 funds tracked by Wall St. Rank hold FRME as of Q3 2026.

  • Monarch Capital Management held 8,418 shares of First Merchants worth $335K as of Q3 2026.
  • Monarch Capital Management left its First Merchants share count unchanged in Q3 2026.
  • First Merchants made up 0.08% of Monarch Capital Management's portfolio in Q3 2026, its #115 holding.
  • Monarch Capital Management first reported a position in First Merchants in Q3 2017 and has held it in 37 quarters since.
  • Monarch Capital Management's First Merchants position peaked at $479K in Q2 2018.
  • 120 funds tracked by Wall St. Rank held First Merchants as of Q3 2026.

Based on Monarch Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.