Oberweis Asset Management’s First Merchants FRME Stock Holding History

Oberweis Asset 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 Q1	–	Sell	-196,000	Closed	-$7.35M	–	186
2025 Q4	$7.35M	Hold	196,000	–	–	0.27%	131
2025 Q3	$7.39M	Hold	196,000	–	–	0.28%	125
2025 Q2	$7.51M	Buy	196,000 +17,600	+10%	+$652K	0.33%	112
2025 Q1	$7.21M	Buy	178,400 +32,800	+23%	+$1.37M	0.36%	103
2024 Q4	$5.81M	Buy	145,600 +18,400	+14%	+$744K	0.27%	130
2024 Q3	$4.73M	Buy	127,200 +3,800	+3%	+$141K	0.24%	137
2024 Q2	$4.11M	Hold	123,400	–	–	0.25%	133
2024 Q1	$4.31M	Buy	123,400 +44,200	+56%	+$1.52M	0.31%	123
2023 Q4	$2.94M	Buy	79,200 +6,300	+9%	+$195K	0.27%	138
2023 Q3	$2.03M	Buy	72,900 +18,100	+33%	+$542K	0.22%	156
2023 Q2	$1.55M	Buy	54,800 +12,700	+30%	+$360K	0.19%	147
2023 Q1	$1.39M	Buy	42,100 +16,800	+66%	+$665K	0.22%	142
2022 Q4	$1.04M	Buy	+25,300	New	+$1.07M	0.22%	130

Other funds holding FRME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Oberweis Asset Management's FRME Position: Q1 2026 in Review

Oberweis Asset Management sold out of First Merchants (FRME) in Q1 2026, closing a stake of 196,000 shares — an estimated $7.35M sold.

Oberweis Asset Management first reported a position in FRME in Q4 2022 and held it in 13 quarters. The position peaked at $7.51M in Q2 2025. 300 funds tracked by Wall St. Rank hold FRME as of Q1 2026.

Oberweis Asset Management reported no remaining First Merchants position as of Q1 2026 after selling out during the quarter.
Oberweis Asset Management sold 196,000 First Merchants shares in Q1 2026, an estimated $7.35M.
Oberweis Asset Management first reported a position in First Merchants in Q4 2022 and held it in 13 quarters.
Oberweis Asset Management's First Merchants position peaked at $7.51M in Q2 2025.
300 funds tracked by Wall St. Rank held First Merchants as of Q1 2026.

Based on Oberweis Asset Management's 13F filing for Q1 2026, filed 15 May 2026.