2026 Q1 Portfolio Activity
In 2026 Q1, Buckley Wealth Management, LLC maintained a portfolio of 109 distinct positions. The most significant new addition was GE HEALTHCARE TECHNOLOGIES I, now representing 0.51% of the total fund value. They heavily accumulated shares in TARGA RES CORP, increasing the position by 55.2%.
Position History
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Total Positions
109
Quarter
2026 Q1
Top Holding
AAPL (10.1%)
Top 10 Concentration
55.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 109
Buckley Wealth Management, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 10.06% | 11.17% |
#1
Prev: #1
|
6.5 |
—
|
410 | 0.3% |
P
S
|
155,318 | $39,418,625 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 6.59% | 8.72% |
#2
Prev: #2
|
4.6 |
—
|
1,795 | 2.6% |
P
S
|
69,794 | $25,836,226 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 6.24% | 4.86% |
#3
3
Prev: #6
|
4.0 |
—
|
-2,096 | -1.7% |
P
S
|
118,129 | $24,440,981 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 6.22% | 7.13% |
#4
1
Prev: #3
|
3.5 |
—
|
-1,129 | -1.3% |
P
S
|
84,764 | $24,374,854 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 5.39% | 5.64% |
#5
1
Prev: #4
|
3.2 |
—
|
1,764 | 4.2% |
P
S
|
44,105 | $21,136,531 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 4.62% | 3.50% |
#6
2
Prev: #8
|
2.3 |
—
|
-3,054 | -2.8% |
P
S
|
106,628 | $18,090,599 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 4.51% | 4.94% |
#7
2
Prev: #5
|
2.3 |
—
|
2,231 | 3.9% |
P
S
|
60,095 | $17,677,847 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 4.22% | 4.60% |
#8
1
Prev: #7
|
3.7 |
—
|
4,222 | 5.6% |
P
S
|
79,341 | $16,524,346 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 3.69% | 3.25% |
#9
Prev: #9
|
2.0 |
—
|
-167 | -0.3% |
P
S
|
59,124 | $14,452,613 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 3.62% | 3.22% |
#10
Prev: #10
|
1.9 |
—
|
144 | 1.0% |
P
S
|
14,229 | $14,181,420 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AMGN
AMGEN INC
|
Healthcare | 2.97% | 2.88% |
#11
Prev: #11
|
1.7 |
—
|
-133 | -0.4% |
P
S
|
33,102 | $11,646,959 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CSCO
CISCO SYS INC
|
Technology | 2.46% | 2.59% |
#12
Prev: #12
|
1.5 |
—
|
-2,291 | -1.8% |
P
S
|
124,481 | $9,658,487 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 2.22% | 2.26% |
#13
Prev: #13
|
1.4 |
—
|
685 | 1.1% |
P
S
|
60,253 | $8,702,985 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 1.84% | 1.62% |
#14
Prev: #14
|
1.2 |
—
|
1,434 | 1.9% |
P
S
|
77,657 | $7,212,852 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 1.69% | 1.54% |
#15
Prev: #15
|
1.2 |
—
|
-500 | -0.9% |
P
S
|
54,553 | $6,608,550 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 1.62% | 1.37% |
#16
1
Prev: #17
|
1.1 |
—
|
-50 | -0.6% |
P
S
|
8,945 | $6,337,176 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.46% | 1.42% |
#17
1
Prev: #16
|
2.6 |
—
|
4,088 | 14.2% |
P
S
|
32,838 | $5,727,257 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IDA
IDACORP INC
|
Utilities | 1.38% | 1.27% |
#18
Prev: #18
|
1.6 |
—
|
no change | no change |
P
S
|
37,805 | $5,404,983 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MMM
3M CO
|
Industrials | 0.99% | 1.15% |
#19
Prev: #19
|
0.9 |
—
|
-430 | -1.6% |
P
S
|
26,667 | $3,872,851 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.91% | 0.98% |
#20
Prev: #20
|
0.9 |
—
|
231 | 1.4% |
P
S
|
16,379 | $3,562,272 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.86% | 0.92% |
#21
Prev: #21
|
0.8 |
—
|
223 | 2.2% |
P
S
|
10,270 | $3,377,705 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TRGP
TARGA RES CORP
|
Energy | 0.80% | 0.39% |
#22
23
Prev: #45
|
3.3 |
—
|
4,449 | 55.2% |
P
S
|
12,504 | $3,135,134 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
PFE
PFIZER INC
|
Healthcare | 0.79% | 0.75% |
#23
Prev: #23
|
0.8 |
—
|
-3,051 | -2.7% |
P
S
|
110,010 | $3,089,081 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
T
AT&T INC
|
Communication Services | 0.74% | 0.66% |
#24
2
Prev: #26
|
1.3 |
—
|
no change | no change |
P
S
|
99,738 | $2,891,406 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.74% | 0.74% |
#25
1
Prev: #24
|
0.8 |
—
|
-163 | -0.9% |
P
S
|
18,064 | $2,884,842 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.74% | 0.82% |
#26
4
Prev: #22
|
0.8 |
—
|
356 | 4.0% |
P
S
|
9,317 | $2,883,954 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.65% | 0.53% |
#27
2
Prev: #29
|
0.8 |
—
|
100 | 2.4% |
P
S
|
4,220 | $2,550,528 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 0.57% | 0.68% |
#28
3
Prev: #25
|
0.7 |
—
|
-980 | -2.1% |
P
S
|
45,524 | $2,219,327 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VLO
VALERO ENERGY C...
|
Energy | 0.53% | 0.40% |
#29
15
Prev: #44
|
0.7 |
—
|
-775 | -8.4% |
P
S
|
8,469 | $2,092,521 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.51% | 0.40% |
#30
12
Prev: #42
|
2.2 |
—
|
522 | 5.9% |
P
S
|
9,364 | $2,003,385 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.51% | 0.60% |
#31
4
Prev: #27
|
0.7 |
—
|
-325 | -4.5% |
P
S
|
6,939 | $1,990,521 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GEHC
GE HEALTHCARE T...
|
Healthcare | 0.51% | — |
#32
Prev: #—
|
3.7 |
—
|
27,886 | — |
NEW
|
27,886 | $1,984,927 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
C
CITIGROUP INC
|
Financial Services | 0.50% | 0.57% |
#33
5
Prev: #28
|
0.7 |
—
|
-1,115 | -6.1% |
P
S
|
17,314 | $1,963,584 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
FDX
FEDEX CORP
|
Industrials | 0.48% | 0.42% |
#34
4
Prev: #38
|
0.7 |
—
|
-250 | -4.6% |
P
S
|
5,225 | $1,868,616 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BKH
BLACK HILLS COR...
|
Utilities | 0.45% | 0.49% |
#35
5
Prev: #30
|
0.7 |
—
|
-1,000 | -3.8% |
P
S
|
25,531 | $1,772,124 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
V
VISA INC
|
Financial Services | 0.45% | 0.43% |
#36
Prev: #36
|
2.7 |
—
|
1,239 | 27.1% |
P
S
|
5,811 | $1,756,621 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
OKE
ONEOK INC NEW
|
Energy | 0.44% | 0.36% |
#37
15
Prev: #52
|
0.7 |
—
|
655 | 3.5% |
P
S
|
19,284 | $1,743,085 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TGT
TARGET CORP
|
Consumer Defensive | 0.44% | 0.38% |
#38
10
Prev: #48
|
0.7 |
—
|
-367 | -2.5% |
P
S
|
14,114 | $1,710,616 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
WMB
WILLIAMS COS IN...
|
Energy | 0.44% | 0.37% |
#39
10
Prev: #49
|
0.7 |
—
|
10 | 0.0% |
P
S
|
23,485 | $1,709,243 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
KVUE
KENVUE INC
|
Consumer Defensive | 0.42% | 0.44% |
#40
7
Prev: #33
|
0.7 |
—
|
4 | 0.0% |
P
S
|
96,104 | $1,656,833 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
R
RYDER SYS INC
|
Industrials | 0.42% | 0.41% |
#41
2
Prev: #39
|
0.7 |
—
|
-45 | -0.6% |
P
S
|
8,074 | $1,652,828 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TT
TRANE TECHNOLOG...
|
Industrials | 0.42% | 0.37% |
#42
8
Prev: #50
|
2.2 |
—
|
390 | 11.0% |
P
S
|
3,929 | $1,637,375 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
KR
KROGER CO
|
Consumer Defensive | 0.41% | 0.38% |
#43
3
Prev: #46
|
0.7 |
—
|
-673 | -2.9% |
P
S
|
22,304 | $1,613,919 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BA
BOEING CO
|
Industrials | 0.41% | 0.43% |
#44
7
Prev: #37
|
2.2 |
—
|
700 | 9.5% |
P
S
|
8,085 | $1,609,156 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DOW
DOW HLDGS INC
|
Basic Materials | 0.40% | 0.26% |
#45
22
Prev: #67
|
0.7 |
—
|
-4,750 | -11.1% |
P
S
|
37,908 | $1,578,869 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 0.40% | 0.35% |
#46
9
Prev: #55
|
2.2 |
—
|
433 | 5.6% |
P
S
|
8,107 | $1,573,897 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CAH
CARDINAL HEALTH...
|
Healthcare | 0.40% | 0.47% |
#47
15
Prev: #32
|
0.7 |
—
|
-1,105 | -12.9% |
P
S
|
7,441 | $1,572,540 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
Q
QNITY ELECTRONI...
|
Technology | 0.40% | 0.30% |
#48
15
Prev: #63
|
0.7 |
—
|
-200 | -1.5% |
P
S
|
13,572 | $1,565,940 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.40% | 0.41% |
#49
8
Prev: #41
|
2.2 |
—
|
817 | 9.4% |
P
S
|
9,495 | $1,562,754 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ETN
EATON CORP PLC
|
Industrials | 0.40% | 0.32% |
#50
10
Prev: #60
|
2.2 |
—
|
550 | 14.5% |
P
S
|
4,344 | $1,553,718 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-50 of 109 holdings