Question 1

How many shares of LRCX does CULLEN/FROST BANKERS, INC. own?

Accepted Answer

As of 2026-Q2, CULLEN/FROST BANKERS, INC. holds 113,089 shares of LRCX (LAM RESEARCH CORP COM NEW).

Question 2

What is CULLEN/FROST BANKERS, INC.'s LRCX position worth?

Accepted Answer

As of 2026-Q2, CULLEN/FROST BANKERS, INC.'s LRCX position is worth $49M.

Question 3

Is CULLEN/FROST BANKERS, INC. buying or selling LRCX?

Accepted Answer

In 2026-Q2, CULLEN/FROST BANKERS, INC. decreased their LRCX position (-4.5% change in shares).

Question 4

When did CULLEN/FROST BANKERS, INC. first buy LRCX?

Accepted Answer

Based on available 13F filings, CULLEN/FROST BANKERS, INC. first reported a position in LRCX in 2024-Q4. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	113,089	-4.5%	$49M	0.5%	$433.33	0
2026-Q1	Decreased	118,475	-4.9%	$25.3M	0.3%	$217.27	0
2025-Q4	Decreased	124,531	-1.5%	$21.3M	0.2%	$173.78	0
2025-Q3	Decreased	126,438	-2.8%	$16.9M	0.2%	$130.87	0
2025-Q2	Increased	130,061	+0.3%	$12.7M	0.2%	$96.85	33
2025-Q1	Increased	129,699	+0.6%	$9.4M	0.1%	$72.17	33
2024-Q4	New	128,930	—	$9.3M	0.1%	$71.50	46