SEC 13F Intelligence

Buckley Wealth Management, LLC / AAPL

Buckley Wealth Management, LLC’s Apple Inc Position

Does Buckley Wealth Management, LLC own Apple Inc (AAPL)? Yes155.3K shares worth $39M (+10.06% of its 13F portfolio) as of Q1 2026, up from 154.9K shares the prior filed quarter.

Position Value
$39M
Q1 2026
Shares
155.3K
% of Portfolio
+10.06%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $14MQ4 ’18Q1 ’19: $17MQ2 ’19: $17MQ3 ’19: $17MQ4 ’19: $22MQ4 ’19Q1 ’20: $18MQ2 ’20: $26MQ3 ’20: $31MQ4 ’20: $33MQ4 ’20Q1 ’21: $30MQ2 ’21: $33MQ3 ’21: $34MQ4 ’21: $41MQ4 ’21Q1 ’22: $41MQ2 ’22: $32MQ3 ’22: $29MQ4 ’22: $27MQ4 ’22Q1 ’23: $31MQ2 ’23: $35MQ3 ’23: $29MQ4 ’23: $32MQ4 ’23Q1 ’24: $29MQ2 ’24: $36MQ3 ’24: $38MQ4 ’24: $40MQ4 ’24Q1 ’25: $35MQ2 ’25: $32MQ3 ’25: $40MQ4 ’25: $42MQ4 ’25Q1 ’26: $39Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026155.3K$39M+10.06%
Q4 2025154.9K$42M+11.17%
Q3 2025156.5K$40M+10.91%
Q2 2025157.5K$32M+9.67%
Q1 2025159.0K$35M+10.98%
Q4 2024159.4K$40M+12.22%
Q3 2024163.8K$38M+11.75%
Q2 2024168.8K$36M+11.27%
Q1 2024167.8K$29M+9.23%
Q4 2023168.6K$32M+11.27%
Q3 2023169.2K$29M+10.84%
Q2 2023180.0K$35M+11.88%
Q1 2023185.6K$31M+11.27%
Q4 2022207.3K$27M+9.80%
Q3 2022212.5K$29M+10.82%
Q2 2022237.5K$32M+10.45%
Q1 2022234.5K$41M+11.08%
Q4 2021230.2K$41M+11.93%
Q3 2021241.7K$34M+11.06%
Q2 2021244.0K$33M+11.47%
Q1 2021246.9K$30M+11.18%
Q4 2020251.9K$33M+13.71%
Q3 2020267.3K$31M+13.89%
Q2 202070.1K$26M+11.60%
Q1 202072.4K$18M+10.00%
Q4 201974.5K$22M+9.92%
Q3 201977.4K$17M+8.49%
Q2 201985.5K$17M+7.92%
Q1 201987.1K$17M+7.83%
Q4 201891.2K$14M+7.41%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Buckley Wealth Management, LLC’s full portfolio or all institutional holders of AAPL.