13FBOX
Buckley Wealth Management, LLC · 13F Holdings
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Buckley Wealth Management, LLC

No.4846 Data as of 2026Q2
Latest AUM (Q2 2026)
$404.3M
QoQ Change Q1 2026
+$12.5M+3.2%
Holdings
104
New Buys
10
Adds
40
Reduces
50
Exits
9
Unchanged
4
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
APPLE INCAAPL
11.01%10.06%$44.5M153,840$39.4M155,318-1,478-0.95%Reduce
ALPHABET INCGOOGL
7.55%6.22%$30.5M85,383$24.4M84,764+619+0.73%Add
MICROSOFT CORPMSFT
6.65%6.59%$26.9M72,104$25.8M69,794+2,310+3.31%Add
BERKSHIRE HATHAWAY INC DELBRK.B
5.66%5.39%$22.9M45,696$21.1M44,105+1,591+3.61%Add
JPMORGAN CHASE & COJPM
4.86%4.51%$19.6M59,992$17.7M60,095-103-0.17%Reduce
CHEVRON CORPORATIONCVX
4.79%6.24%$19.4M116,907$24.4M118,129-1,222-1.03%Reduce
AMAZON COM INCAMZN
4.66%4.22%$18.8M78,986$16.5M79,341-355-0.45%Reduce
JOHNSON & JOHNSONJNJ
3.7%3.69%$14.9M58,848$14.5M59,124-276-0.47%Reduce
CISCO SYS INCCSCO
3.38%2.46%$13.7M116,433$9.7M124,481-8,048-6.47%Reduce
COSTCO WHOLESALE CORPORATIONCOST
3.16%3.62%$12.8M13,669$14.2M14,229-560-3.94%Reduce
AMGEN INC COMAMGN
2.94%2.97%$11.9M32,852$11.6M33,102-250-0.76%Reduce
PROCTER & GAMBLE COPG
2.26%2.22%$9.2M62,413$8.7M60,253+2,160+3.58%Add
MERCK & CO INCMRK
2.12%1.69%$8.6M66,283$6.6M54,553+11,730+21.50%Add
CATERPILLAR INCCAT
2.11%1.62%$8.5M8,020$6.3M8,945-925-10.34%Reduce
NNEXTERA ENERGY INCNEE
1.84%1.84%$7.4M84,577$7.2M77,657+6,920+8.91%Add
NVIDIA CORPORATIONNVDA
1.67%1.46%$6.8M33,763$5.7M32,838+925+2.82%Add
IDACORP INCIDA
1.41%1.38%$5.7M37,605$5.4M37,805-200-0.53%Reduce
3M CO COMMMM
1.08%0.99%$4.4M26,917$3.9M26,667+250+0.94%Add
ABBVIE INCABBV
1.01%0.91%$4.1M16,289$3.6M16,379-90-0.55%Reduce
LAM RESEARCH CORPLRCX
0.9%0.51%$3.7M8,432$2.0M9,364-932-9.95%Reduce
BROADCOM INCAVGO
0.9%0.74%$3.6M9,635$2.9M9,317+318+3.41%Add
HOME DEPOT INCHD
0.9%0.86%$3.6M10,270$3.4M10,27000.00%Unchanged
TARGA RES CORPTRGP
0.72%0.8%$2.9M10,845$3.1M12,504-1,659-13.27%Reduce
TJX COS INC NEWTJX
0.67%0.74%$2.7M17,889$2.9M18,064-175-0.97%Reduce
PFIZER INCPFE
0.63%0.79%$2.6M106,075$3.1M110,010-3,935-3.58%Reduce
TEXAS INSTRS INCTXN
0.58%0.4%$2.4M7,922$1.6M8,107-185-2.28%Reduce
GGE HEALTHCARE TECHNOLOGIES IGEHC
0.58%0.51%$2.4M36,880$2.0M27,886+8,994+32.25%Add
AAT&T INCT
0.58%0.74%$2.3M112,438$2.9M99,738+12,700+12.73%Add
BBANK OF AMER CORPBAC
0.57%0.57%$2.3M40,416$2.2M45,524-5,108-11.22%Reduce
LOCKHEED MARTIN CORPLMT
0.54%0.65%$2.2M4,320$2.6M4,220+100+2.37%Add
QQNITY ELECTRONICS INC COMMON STOCKQ
0.52%0.4%$2.1M12,861$1.6M13,572-711-5.24%Reduce
VISA INCV
0.52%0.45%$2.1M6,114$1.8M5,811+303+5.21%Add
AAlphabet Inc Class CGOOG
0.51%0.51%$2.1M5,849$2.0M6,939-1,090-15.71%Reduce
RYDER SYS INCR
0.5%0.42%$2.0M7,684$1.7M8,074-390-4.83%Reduce
TRANE TECHNOLOGIES PLCTT
0.5%0.42%$2.0M4,106$1.6M3,929+177+4.50%Add
CCITIGROUP INCC
0.47%0.5%$1.9M13,545$2.0M17,314-3,769-21.77%Reduce
SOUTHWEST AIRLS CO COMLUV
0.47%0.32%$1.9M36,625$1.2M32,835+3,790+11.54%Add
BLACK HILLS CORPBKH
0.46%0.45%$1.9M25,031$1.8M25,531-500-1.96%Reduce
ARISTA NETWORKS INCANET
0.45%0.34%$1.8M10,750$1.3M10,815-65-0.60%Reduce
KENVUE INC COMKVUE
0.45%0.42%$1.8M95,104$1.7M96,104-1,000-1.04%Reduce
EATON CORP PLCETN
0.45%0.4%$1.8M4,249$1.6M4,344-95-2.19%Reduce
BOEING COBA
0.45%0.41%$1.8M8,335$1.6M8,085+250+3.09%Add
CARDINAL HEALTH INCCAH
0.42%0.4%$1.7M7,202$1.6M7,441-239-3.21%Reduce
SYSCO CORP COMSYY
0.42%0.36%$1.7M20,294$1.4M19,834+460+2.32%Add
MORGAN STANLEYMS
0.42%0.4%$1.7M8,040$1.6M9,495-1,455-15.32%Reduce
TARGET CORP COMTGT
0.41%0.44%$1.7M12,834$1.7M14,114-1,280-9.07%Reduce
WILLIAMS COS INCWMB
0.41%0.44%$1.7M22,265$1.7M23,485-1,220-5.19%Reduce
BBEST BUY INCBBY
0.4%0.33%$1.6M21,025$1.3M20,130+895+4.45%Add
ONEOK INC NEWOKE
0.4%0.44%$1.6M18,554$1.7M19,284-730-3.79%Reduce
GE AEROSPACEGE
0.4%0.27%$1.6M4,291$1.1M3,731+560+15.01%Add

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