Buckley Wealth Management
Latest statistics and disclosures from Buckley Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOGL, MSFT, BRK.B, JPM, and represent 35.72% of Buckley Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: MRK, DD, HON, HONA, TSM, MSFT, BRK.B, NEE, GEHC, IBM.
- Started 12 new stock positions in VIVO, HON, DD, MU, HONA, IBM, FDXF, WFC, WAL, TSM. PLTR, INTC.
- Reduced shares in these 10 stocks: , Honeywell International, Dupont De Nemours, , CAT, CSCO, MDT, VLO, C, COST.
- Sold out of its positions in AGYS, B, Dupont De Nemours, EMR, XOM, Honeywell International, MA, NEM, PEG, MDT. RNR.
- Buckley Wealth Management was a net seller of stock by $-19M.
- Buckley Wealth Management has $404M in assets under management (AUM), dropping by 3.19%.
- Central Index Key (CIK): 0001730126
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Portfolio Holdings for Buckley Wealth Management
Buckley Wealth Management holds 104 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 11.0 | $45M | 154k | 289.36 |
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| Alphabet Cap Stk Cl A (GOOGL) | 7.5 | $31M | 85k | 357.37 |
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| Microsoft Corporation (MSFT) | 6.7 | $27M | +3% | 72k | 373.01 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.7 | $23M | +3% | 46k | 500.38 |
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| JPMorgan Chase & Co. (JPM) | 4.9 | $20M | 60k | 327.32 |
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| Chevron Corporation (CVX) | 4.8 | $19M | 117k | 165.76 |
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| Amazon (AMZN) | 4.7 | $19M | 79k | 238.34 |
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| Johnson & Johnson (JNJ) | 3.7 | $15M | 59k | 253.97 |
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| Cisco Systems (CSCO) | 3.4 | $14M | -6% | 116k | 117.46 |
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| Costco Wholesale Corporation (COST) | 3.2 | $13M | -3% | 14k | 935.28 |
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| Amgen (AMGN) | 2.9 | $12M | 33k | 362.12 |
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| Procter & Gamble Company (PG) | 2.3 | $9.2M | +3% | 62k | 146.64 |
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| Merck & Co (MRK) | 2.1 | $8.6M | +21% | 66k | 129.35 |
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| Caterpillar (CAT) | 2.1 | $8.5M | -10% | 8.0k | 1064.90 |
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| Nextera Energy (NEE) | 1.8 | $7.4M | +8% | 85k | 87.77 |
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| NVIDIA Corporation (NVDA) | 1.7 | $6.8M | +2% | 34k | 200.09 |
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| Ida (IDA) | 1.4 | $5.7M | 38k | 151.30 |
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| 3M Company (MMM) | 1.1 | $4.4M | 27k | 161.91 |
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| Abbvie (ABBV) | 1.0 | $4.1M | 16k | 251.64 |
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| Lam Research Corp Com New (LRCX) | 0.9 | $3.7M | -9% | 8.4k | 433.54 |
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| Broadcom (AVGO) | 0.9 | $3.6M | +3% | 9.6k | 377.74 |
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| Home Depot (HD) | 0.9 | $3.6M | 10k | 352.68 |
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| Targa Res Corp (TRGP) | 0.7 | $2.9M | -13% | 11k | 268.14 |
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| TJX Companies (TJX) | 0.7 | $2.7M | 18k | 151.50 |
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| Pfizer (PFE) | 0.6 | $2.6M | -3% | 106k | 24.08 |
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| Texas Instruments Incorporated (TXN) | 0.6 | $2.4M | -2% | 7.9k | 298.07 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.6 | $2.4M | +32% | 37k | 64.01 |
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| At&t (T) | 0.6 | $2.3M | +12% | 112k | 20.70 |
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| Bank of America Corporation (BAC) | 0.6 | $2.3M | -11% | 40k | 56.98 |
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| Lockheed Martin Corporation (LMT) | 0.5 | $2.2M | +2% | 4.3k | 509.46 |
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| Qnity Electronics Common Stock (Q) | 0.5 | $2.1M | -5% | 13k | 163.31 |
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| Visa Com Cl A (V) | 0.5 | $2.1M | +5% | 6.1k | 343.03 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.1M | -15% | 5.8k | 353.33 |
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| Ryder System (R) | 0.5 | $2.0M | -4% | 7.7k | 263.77 |
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| Trane Technologies SHS (TT) | 0.5 | $2.0M | +4% | 4.1k | 491.16 |
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| Citigroup Com New (C) | 0.5 | $1.9M | -21% | 14k | 139.96 |
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| Southwest Airlines (LUV) | 0.5 | $1.9M | +11% | 37k | 51.60 |
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| Black Hills Corporation (BKH) | 0.5 | $1.9M | 25k | 74.40 |
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| Arista Networks Com Shs (ANET) | 0.5 | $1.8M | 11k | 169.88 |
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| Kenvue (KVUE) | 0.4 | $1.8M | 95k | 19.11 |
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| Eaton Corp SHS (ETN) | 0.4 | $1.8M | -2% | 4.2k | 426.12 |
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| Boeing Company (BA) | 0.4 | $1.8M | +3% | 8.3k | 216.47 |
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| Cardinal Health (CAH) | 0.4 | $1.7M | -3% | 7.2k | 237.56 |
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| SYSCO Corporation (SYY) | 0.4 | $1.7M | +2% | 20k | 83.58 |
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| Morgan Stanley Com New (MS) | 0.4 | $1.7M | -15% | 8.0k | 209.01 |
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| Target Corporation (TGT) | 0.4 | $1.7M | -9% | 13k | 130.61 |
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| Williams Companies (WMB) | 0.4 | $1.7M | -5% | 22k | 74.34 |
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| Best Buy (BBY) | 0.4 | $1.6M | +4% | 21k | 76.84 |
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| Oneok (OKE) | 0.4 | $1.6M | -3% | 19k | 86.94 |
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| Ge Aerospace Com New (GE) | 0.4 | $1.6M | +15% | 4.3k | 373.73 |
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| Valero Energy Corporation (VLO) | 0.4 | $1.6M | -28% | 6.0k | 260.44 |
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| Invesco SHS (IVZ) | 0.4 | $1.5M | 57k | 26.39 |
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| Marathon Petroleum Corp (MPC) | 0.4 | $1.5M | -7% | 5.8k | 255.67 |
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| Synchrony Financial (SYF) | 0.4 | $1.5M | 19k | 76.05 |
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| Linde SHS (LIN) | 0.4 | $1.5M | +5% | 2.8k | 518.75 |
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| Tesla Motors (TSLA) | 0.3 | $1.4M | 3.3k | 420.60 |
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| Union Pacific Corporation (UNP) | 0.3 | $1.4M | +4% | 5.1k | 272.00 |
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| FedEx Corporation (FDX) | 0.3 | $1.3M | -18% | 4.2k | 314.35 |
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| Dupont De Nemours Common Stock (DD) | 0.3 | $1.3M | NEW | 9.7k | 135.64 |
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| Parker-Hannifin Corporation (PH) | 0.3 | $1.3M | +5% | 1.3k | 977.38 |
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| AmerisourceBergen (COR) | 0.3 | $1.3M | 4.5k | 282.98 |
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| McDonald's Corporation (MCD) | 0.3 | $1.3M | 4.7k | 270.32 |
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| Philip Morris International (PM) | 0.3 | $1.2M | +12% | 6.9k | 180.88 |
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| Mueller Industries (MLI) | 0.3 | $1.2M | +4% | 10k | 122.92 |
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| Advanced Micro Devices (AMD) | 0.3 | $1.2M | 2.1k | 580.91 |
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| Wec Energy Group (WEC) | 0.3 | $1.2M | +5% | 10k | 116.76 |
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| Kroger (KR) | 0.3 | $1.2M | -2% | 22k | 55.53 |
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| Waste Management (WM) | 0.3 | $1.1M | +4% | 5.1k | 222.84 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.1M | +9% | 943.00 | 1198.16 |
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| Honeywell International (HON) | 0.3 | $1.1M | NEW | 5.0k | 223.90 |
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| Lowe's Companies (LOW) | 0.3 | $1.1M | -2% | 5.1k | 220.45 |
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| Honeywell Aerospace (HONA) | 0.3 | $1.1M | NEW | 5.0k | 221.08 |
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| GSK Sponsored Adr (GSK) | 0.3 | $1.1M | +44% | 21k | 52.86 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $1.1M | NEW | 2.3k | 478.49 |
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| Welltower Inc Com reit (WELL) | 0.3 | $1.0M | +5% | 4.6k | 226.97 |
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| Goldman Sachs (GS) | 0.3 | $1.0M | -9% | 1.0k | 1011.37 |
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| CRH Ord (CRH) | 0.2 | $961k | +3% | 9.0k | 106.99 |
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| Pepsi (PEP) | 0.2 | $920k | +12% | 6.8k | 135.38 |
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| Constellation Energy (CEG) | 0.2 | $851k | +3% | 3.4k | 248.37 |
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| Cme (CME) | 0.2 | $802k | +3% | 3.6k | 220.77 |
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| Blackrock (BLK) | 0.2 | $797k | +5% | 830.00 | 960.40 |
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| McKesson Corporation (MCK) | 0.2 | $747k | +8% | 987.00 | 756.40 |
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| Dow (DOW) | 0.2 | $717k | -30% | 26k | 27.36 |
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| Realty Income (O) | 0.2 | $679k | +5% | 11k | 61.95 |
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| Solventum Corp Com Shs (SOLV) | 0.2 | $663k | -11% | 8.6k | 77.15 |
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| Metropcs Communications (TMUS) | 0.2 | $645k | -13% | 3.8k | 167.69 |
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| Marsh & McLennan Companies (MRSH) | 0.2 | $642k | +3% | 3.8k | 166.67 |
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| International Business Machines (IBM) | 0.1 | $554k | NEW | 2.0k | 281.21 |
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| Nushares Etf Tr Nuve Pfd Inc Etf (NPFI) | 0.1 | $548k | +5% | 21k | 26.15 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $482k | NEW | 4.1k | 116.67 |
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| Boyd Gaming Corporation (BYD) | 0.1 | $464k | -12% | 5.3k | 88.33 |
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| Micron Technology (MU) | 0.1 | $391k | NEW | 339.00 | 1154.29 |
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| General Dynamics Corporation (GD) | 0.1 | $357k | 1.0k | 354.24 |
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| Oracle Corporation (ORCL) | 0.1 | $349k | -2% | 2.4k | 146.55 |
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| Ge Vernova (GEV) | 0.1 | $338k | -25% | 288.00 | 1174.88 |
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| Fedex Fght Hldg Common Stock (FDXF) | 0.1 | $319k | NEW | 2.1k | 151.00 |
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| Coca-Cola Company (KO) | 0.1 | $294k | 3.6k | 81.80 |
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| Intel Corporation (INTC) | 0.1 | $279k | NEW | 2.0k | 139.63 |
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| Meta Platforms Cl A (META) | 0.1 | $236k | -2% | 418.00 | 563.28 |
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| Southwest Gas Corporation (SWX) | 0.1 | $235k | -45% | 2.7k | 88.68 |
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| American Express Company (AXP) | 0.1 | $222k | -35% | 655.00 | 338.25 |
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| Wells Fargo & Company (WFC) | 0.1 | $207k | NEW | 2.5k | 82.64 |
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| Western Alliance Bancorporation (WAL) | 0.1 | $203k | NEW | 2.5k | 82.20 |
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| Vivopower Cl A Ord Shs (VIVO) | 0.0 | $72k | NEW | 14k | 5.17 |
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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 Q2 filed Aug. 7, 2026
- 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