Buckley Wealth Management, LLC
CIK 1730126
13F filing for Q2 2026・No. 4,456
- Holdings
- US$404.34M
- Quarter change
- +US$12.49M
- Entries
- 104
- Net bought (estimate)
- −US$18.39M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 12
- Sold out 11
- Cut 48
- Added 40
- Corporate actions 2
- Unchanged 4
Largest holdings
104 stocks worth US$404.34M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 153,840 | US$44.51M | 11.01% |
| GOOGLAlphabetCAP STK CL A | Added | 85,383 | US$30.51M | 7.55% |
| MSFTMicrosoftCOM | Added | 72,104 | US$26.9M | 6.65% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 45,696 | US$22.87M | 5.66% |
| JPMJPMORGAN CHASE & COCOM | Cut | 59,992 | US$19.64M | 4.86% |
| CVXCHEVRON CORPORATIONCOM | Cut | 116,907 | US$19.38M | 4.79% |
| AMZNAmazonCOM | Cut | 78,986 | US$18.83M | 4.66% |
| JNJJOHNSON & JOHNSONCOM | Cut | 58,848 | US$14.95M | 3.70% |
| CSCOCISCO SYS INCCOM | Cut | 116,433 | US$13.68M | 3.38% |
| COSTCOSTCO WHOLESALE CORPORATIONCOM | Cut | 13,669 | US$12.78M | 3.16% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.