Buckley Wealth Management
Latest statistics and disclosures from Buckley Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, CVX, GOOGL, BRK.B, and represent 34.51% of Buckley Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: GEHC, LUV, TRGP, AMZN, BRK.B, GSK, NVDA, MSFT, JPM, NPFI.
- Started 6 new stock positions in NEM, LUV, GSK, PEG, NPFI, GEHC.
- Reduced shares in these 10 stocks: ORCL, , XOM, CVX, GOOGL, BSX, CAH, WFC, SLB, .
- Sold out of its positions in BSX, SLB, UNH, WFC, WAL, ASML.
- Buckley Wealth Management was a net buyer of stock by $8.1M.
- Buckley Wealth Management has $392M in assets under management (AUM), dropping by 3.89%.
- Central Index Key (CIK): 0001730126
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Portfolio Holdings for Buckley Wealth Management
Buckley Wealth Management holds 103 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 10.1 | $39M | 155k | 253.79 |
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| Microsoft Corporation (MSFT) | 6.6 | $26M | +2% | 70k | 370.18 |
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| Chevron Corporation (CVX) | 6.2 | $24M | 118k | 206.90 |
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| Alphabet Cap Stk Cl A (GOOGL) | 6.2 | $24M | 85k | 287.56 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.4 | $21M | +4% | 44k | 479.23 |
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| Exxon Mobil Corporation (XOM) | 4.6 | $18M | -2% | 107k | 169.66 |
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| JPMorgan Chase & Co. (JPM) | 4.5 | $18M | +3% | 60k | 294.17 |
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| Amazon (AMZN) | 4.2 | $17M | +5% | 79k | 208.27 |
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| Johnson & Johnson (JNJ) | 3.7 | $15M | 59k | 244.45 |
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| Costco Wholesale Corporation (COST) | 3.6 | $14M | 14k | 996.66 |
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| Amgen (AMGN) | 3.0 | $12M | 33k | 351.85 |
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| Cisco Systems (CSCO) | 2.5 | $9.7M | 125k | 77.59 |
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| Procter & Gamble Company (PG) | 2.2 | $8.7M | 60k | 144.44 |
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| Nextera Energy (NEE) | 1.8 | $7.2M | 78k | 92.88 |
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| Merck & Co (MRK) | 1.7 | $6.6M | 55k | 121.14 |
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| Caterpillar (CAT) | 1.6 | $6.3M | 8.9k | 708.46 |
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| NVIDIA Corporation (NVDA) | 1.5 | $5.7M | +14% | 33k | 174.41 |
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| Ida (IDA) | 1.4 | $5.4M | 38k | 142.97 |
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| 3M Company (MMM) | 1.0 | $3.9M | 27k | 145.23 |
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| Abbvie (ABBV) | 0.9 | $3.6M | 16k | 217.49 |
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| Home Depot (HD) | 0.9 | $3.4M | +2% | 10k | 328.89 |
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| Targa Res Corp (TRGP) | 0.8 | $3.1M | +55% | 13k | 250.73 |
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| Pfizer (PFE) | 0.8 | $3.1M | -2% | 110k | 28.08 |
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| At&t (T) | 0.7 | $2.9M | 100k | 28.99 |
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| TJX Companies (TJX) | 0.7 | $2.9M | 18k | 159.70 |
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| Broadcom (AVGO) | 0.7 | $2.9M | +3% | 9.3k | 309.54 |
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| Lockheed Martin Corporation (LMT) | 0.7 | $2.6M | +2% | 4.2k | 604.39 |
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| Bank of America Corporation (BAC) | 0.6 | $2.2M | -2% | 46k | 48.75 |
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| Valero Energy Corporation (VLO) | 0.5 | $2.1M | -8% | 8.5k | 247.08 |
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| Lam Research Corp Com New (LRCX) | 0.5 | $2.0M | +5% | 9.4k | 213.95 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.0M | -4% | 6.9k | 286.86 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.5 | $2.0M | NEW | 28k | 71.18 |
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| Citigroup Com New (C) | 0.5 | $2.0M | -6% | 17k | 113.41 |
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| FedEx Corporation (FDX) | 0.5 | $1.9M | -4% | 5.2k | 357.63 |
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| Black Hills Corporation (BKH) | 0.5 | $1.8M | -3% | 26k | 69.41 |
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| Visa Com Cl A (V) | 0.4 | $1.8M | +27% | 5.8k | 302.29 |
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| Oneok (OKE) | 0.4 | $1.7M | +3% | 19k | 90.39 |
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| Target Corporation (TGT) | 0.4 | $1.7M | -2% | 14k | 121.20 |
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| Williams Companies (WMB) | 0.4 | $1.7M | 24k | 72.78 |
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| Kenvue (KVUE) | 0.4 | $1.7M | 96k | 17.24 |
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| Ryder System (R) | 0.4 | $1.7M | 8.1k | 204.71 |
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| Trane Technologies SHS (TT) | 0.4 | $1.6M | +11% | 3.9k | 416.74 |
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| Kroger (KR) | 0.4 | $1.6M | -2% | 22k | 72.36 |
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| Boeing Company (BA) | 0.4 | $1.6M | +9% | 8.1k | 199.03 |
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| Dow (DOW) | 0.4 | $1.6M | -11% | 38k | 41.65 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $1.6M | +5% | 8.1k | 194.14 |
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| Cardinal Health (CAH) | 0.4 | $1.6M | -12% | 7.4k | 211.33 |
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| Qnity Electronics Common Stock (Q) | 0.4 | $1.6M | 14k | 115.38 |
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| Morgan Stanley Com New (MS) | 0.4 | $1.6M | +9% | 9.5k | 164.59 |
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| Eaton Corp SHS (ETN) | 0.4 | $1.6M | +14% | 4.3k | 357.67 |
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| Marathon Petroleum Corp (MPC) | 0.4 | $1.5M | 6.3k | 244.18 |
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| McDonald's Corporation (MCD) | 0.4 | $1.5M | +4% | 4.7k | 310.80 |
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| Honeywell International (HON) | 0.4 | $1.4M | 6.4k | 226.03 |
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| Dupont De Nemours (DD) | 0.4 | $1.4M | -3% | 32k | 45.80 |
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| AmerisourceBergen (COR) | 0.4 | $1.4M | -6% | 4.5k | 314.14 |
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| SYSCO Corporation (SYY) | 0.4 | $1.4M | +9% | 20k | 71.33 |
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| Invesco SHS (IVZ) | 0.4 | $1.4M | -3% | 57k | 24.29 |
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| Arista Networks Com Shs (ANET) | 0.3 | $1.3M | +5% | 11k | 122.78 |
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| Linde SHS (LIN) | 0.3 | $1.3M | +11% | 2.7k | 495.95 |
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| Best Buy (BBY) | 0.3 | $1.3M | +8% | 20k | 65.16 |
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| Synchrony Financial (SYF) | 0.3 | $1.3M | 19k | 68.02 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.3M | +2% | 2.6k | 499.67 |
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| Tesla Motors (TSLA) | 0.3 | $1.2M | 3.3k | 371.75 |
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| Southwest Airlines (LUV) | 0.3 | $1.2M | NEW | 33k | 37.75 |
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| Lowe's Companies (LOW) | 0.3 | $1.2M | +9% | 5.2k | 236.32 |
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| Union Pacific Corporation (UNP) | 0.3 | $1.2M | +17% | 4.8k | 242.62 |
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| Wec Energy Group (WEC) | 0.3 | $1.1M | +11% | 9.9k | 115.78 |
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| Waste Management (WM) | 0.3 | $1.1M | +15% | 4.9k | 229.84 |
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| Parker-Hannifin Corporation (PH) | 0.3 | $1.1M | +11% | 1.3k | 895.95 |
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| Ge Aerospace Com New (GE) | 0.3 | $1.1M | -5% | 3.7k | 284.24 |
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| Mueller Industries (MLI) | 0.3 | $1.1M | +30% | 9.6k | 110.81 |
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| Cme (CME) | 0.3 | $1.0M | +11% | 3.5k | 295.44 |
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| Philip Morris International (PM) | 0.3 | $1.0M | +13% | 6.1k | 166.83 |
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| Goldman Sachs (GS) | 0.2 | $937k | 1.1k | 845.99 |
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| Metropcs Communications (TMUS) | 0.2 | $936k | +10% | 4.5k | 210.08 |
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| Pepsi (PEP) | 0.2 | $934k | +30% | 6.0k | 155.32 |
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| Constellation Energy (CEG) | 0.2 | $925k | +13% | 3.3k | 279.25 |
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| CRH Ord (CRH) | 0.2 | $911k | -9% | 8.6k | 105.51 |
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| Medtronic SHS (MDT) | 0.2 | $904k | +6% | 10k | 87.37 |
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| Welltower Inc Com reit (WELL) | 0.2 | $861k | +16% | 4.4k | 197.71 |
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| GSK Sponsored Adr (GSK) | 0.2 | $812k | NEW | 15k | 55.66 |
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| Eli Lilly & Co. (LLY) | 0.2 | $795k | +14% | 863.00 | 920.84 |
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| McKesson Corporation (MCK) | 0.2 | $786k | +14% | 907.00 | 866.17 |
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| Blackrock (BLK) | 0.2 | $758k | +9% | 787.00 | 962.93 |
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| Marsh & McLennan Companies (MRSH) | 0.2 | $645k | +11% | 3.7k | 173.45 |
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| Realty Income (O) | 0.2 | $641k | +17% | 10k | 61.46 |
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| Solventum Corp Com Shs (SOLV) | 0.2 | $634k | 9.7k | 65.30 |
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| Nushares Etf Tr Nuveen Pfd & Inc (NPFI) | 0.1 | $514k | NEW | 20k | 25.77 |
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| Boyd Gaming Corporation (BYD) | 0.1 | $494k | 6.0k | 82.38 |
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| Advanced Micro Devices (AMD) | 0.1 | $427k | +16% | 2.1k | 203.43 |
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| Southwest Gas Corporation (SWX) | 0.1 | $426k | -3% | 4.9k | 86.90 |
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| Oracle Corporation (ORCL) | 0.1 | $360k | -73% | 2.4k | 147.11 |
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| General Dynamics Corporation (GD) | 0.1 | $346k | -2% | 1.0k | 343.22 |
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| Ge Vernova (GEV) | 0.1 | $337k | -8% | 386.00 | 873.39 |
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| American Express Company (AXP) | 0.1 | $306k | 1.0k | 302.48 |
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| Emerson Electric (EMR) | 0.1 | $291k | +21% | 2.2k | 131.02 |
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| Coca-Cola Company (KO) | 0.1 | $276k | 3.6k | 76.58 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $275k | 926.00 | 297.23 |
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| Meta Platforms Cl A (META) | 0.1 | $245k | 428.00 | 572.13 |
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| Agilysys (AGYS) | 0.1 | $242k | 3.4k | 71.14 |
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| Newmont Mining Corporation (NEM) | 0.1 | $217k | NEW | 2.0k | 108.25 |
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| Public Service Enterprise (PEG) | 0.1 | $215k | NEW | 2.7k | 80.95 |
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| Barrick Mng Corp Com Shs (B) | 0.1 | $204k | 5.0k | 40.79 |
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Past Filings by Buckley Wealth Management
SEC 13F filings are viewable for Buckley Wealth Management going back to 2017
- Buckley Wealth Management 2026 Q1 filed May 13, 2026
- Buckley Wealth Management 2025 Q4 filed Feb. 12, 2026
- Buckley Wealth Management 2025 Q3 filed Nov. 14, 2025
- Buckley Wealth Management 2025 Q2 filed Aug. 11, 2025
- Buckley Wealth Management 2025 Q1 filed May 15, 2025
- Buckley Wealth Management 2024 Q4 filed Feb. 10, 2025
- Buckley Wealth Management 2024 Q3 filed Oct. 18, 2024
- Buckley Wealth Management 2024 Q2 filed July 24, 2024
- Buckley Wealth Management 2024 Q1 filed April 16, 2024
- Buckley Wealth Management 2023 Q4 filed Jan. 18, 2024
- Buckley Wealth Management 2023 Q3 filed Oct. 13, 2023
- Buckley Wealth Management 2023 Q2 filed July 12, 2023
- Buckley Wealth Management 2023 Q1 filed April 14, 2023
- Buckley Wealth Management 2022 Q4 filed Feb. 10, 2023
- Buckley Wealth Management 2022 Q3 filed Nov. 14, 2022
- Buckley Wealth Management 2022 Q2 filed Aug. 4, 2022