Buckley Wealth Management Q2 2026 Portfolio Activity: Focus on Technology and Healthcare Buys

As of June 30th, 2026, Buckley Wealth Management LLC's portfolio reflected substantial activity during the second quarter. The firm's holdings underwent considerable shifts across various sectors.

Technology remained a strong focus, evidenced by a significant new position in PLTR. This stock allocation jumped from its previous level to 0.12% of the portfolio this quarter due entirely to an increase in shares (+4128%). Another notable Technology addition was TSM, which gained substantial weight despite no change disclosed for its share count here, potentially through price appreciation or both.

In Healthcare, the investor demonstrated continued buying interest. MRK saw a significant increase in shares (+11730%), boosting its portfolio allocation by 21.5%. Similarly, GSK experienced a substantial share rise of +6489%, contributing to an impressive +44.51% increase in its holding's portfolio percentage.

PFE also increased slightly (+3.58%) despite a large share jump (-3935%), while established names like JNJ and CSCO saw minor reductions (-0.47% and -6.47%, respectively) in their portfolio weight.

The Financial Services sector showed a mixed picture, with notable share increases for BAC (+0.57%) and decreases for JPM (-0.17%). The investor added shares to CSCO, which is listed here as Technology, and also increased holdings in TSM (listed again) and PLTR. Conversely, they reduced exposure to CSCO, BAC, and exited positions in several stocks like DOW (-30.86%) and C (-21.77%).

The Energy sector saw a decrease in overall allocation percentage, driven by the reduction of CSCO, listed here as Technology but also present in its own category entry. However, there was an increase in shares for VLO (-28.87% sell percentage), indicating a potential shift or specific price action.