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
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
SFM
Monarch Capital Management's FRME Position: Q2 2026 in Review
Monarch Capital Management reduced its First Merchants (FRME) stake by 5.6% in Q2 2026, selling an estimated $20.3K and leaving 8,418 shares worth $368K. The position accounts for 0.08% of the portfolio, ranked #114.
Monarch Capital Management first reported a position in FRME in Q3 2017 and has held it in 36 quarters since. The position peaked at $479K in Q2 2018. 308 funds tracked by Wall St. Rank hold FRME as of Q2 2026.
- Monarch Capital Management held 8,418 shares of First Merchants worth $368K as of Q2 2026.
- Monarch Capital Management sold 500 First Merchants shares in Q2 2026, an estimated $20.3K.
- First Merchants made up 0.08% of Monarch Capital Management's portfolio in Q2 2026, its #114 holding.
- Monarch Capital Management first reported a position in First Merchants in Q3 2017 and has held it in 36 quarters since.
- Monarch Capital Management's First Merchants position peaked at $479K in Q2 2018.
- 308 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.
Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.