Position in LRCX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$49,004,856
+$23,691,488 QoQ
Shares Held
113,089
-4.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#414
of 3,097 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in LRCX 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. LRCX ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
337,368 | $101,787,299 | |
| 2 | LRCX |
Lam Research Corp
This page
|
113,089 | $49,004,856 | |
| 3 | AMAT |
Applied Materials Inc /De
|
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 LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,004,856 | 113,089 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $25,313,368 | 118,475 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $21,317,216 | 124,531 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $16,930,048 | 126,438 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $12,660,137 | 130,061 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $9,429,117 | 129,699 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $9,312,613 | 128,930 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $10,462,145 | 12,820 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $23,344,706 | 21,923 | Shares | Defined | 2024-08-05 | |
| 2024-03-31 | $21,104,443 | 21,722 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $17,422,052 | 22,243 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $14,423,231 | 23,012 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $15,602,212 | 24,270 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $13,404,084 | 25,285 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $11,005,555 | 26,185 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $9,905,790 | 27,065 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $12,739,754 | 29,895 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $15,843,904 | 29,471 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $20,884,116 | 29,040 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $17,020,430 | 29,905 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $10,259,586 | 15,767 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $9,578,602 | 16,092 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $7,334,353 | 15,530 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $5,412,169 | 16,314 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $5,704,864 | 17,637 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $5,282,880 | 22,012 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||