Cullen/Frost Bankers, Inc.
BankPosition in AMAT — Applied Materials Inc /De
CIK 39263
San Antonio, TX
Position in AMAT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$42,425,640
+$22,876,620 QoQ
Shares Held
58,680
+2.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#493
of 3,482 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Cullen/Frost Bankers, Inc. holds $229,039,093 across 13 Semiconductor Equipment & Materials names. AMAT ranks #3 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
337,368 | $101,787,299 | |
| 2 | LRCX |
Lam Research Corp
|
113,089 | $49,004,856 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
58,680 | $42,425,640 | |
| 4 | ASML |
Asml Holding NV
|
9,873 | $19,641,740 | |
| 5 | Q |
Qnity Electronics, Inc.
|
93,432 | $15,258,379 | |
| 6 | TER |
Teradyne, Inc
|
1,010 | $488,678 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
1,100 | $94,853 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
657 | $87,880 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,425,640 | 58,680 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $19,549,020 | 57,196 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $11,970,594 | 46,580 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $11,780,330 | 57,538 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $10,404,783 | 56,835 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $7,926,599 | 54,621 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $9,343,581 | 57,453 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $11,690,006 | 57,857 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $12,384,991 | 52,481 | Shares | Defined | 2024-08-05 | |
| 2024-03-31 | $11,080,119 | 53,727 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $8,946,588 | 55,202 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $7,982,888 | 57,659 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $8,132,976 | 56,268 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $7,017,892 | 57,135 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $6,387,835 | 65,597 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,545,274 | 43,272 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $4,178,438 | 45,927 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $6,140,430 | 46,589 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $7,010,230 | 44,549 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $5,477,976 | 42,554 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $6,003,441 | 42,159 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $5,560,298 | 41,619 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $3,873,402 | 44,883 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $2,647,130 | 44,527 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $15,918,238 | 263,329 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $10,317,976 | 225,185 | Shares | Other | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||