Wright Investors Service Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Wright Investors Service Inc. reported 148 stock positions worth $365.8 million. Its top holding was Nvidia (NVDA) at 4.9% of the portfolio, followed by Apple (AAPL, 4.7%) and Microsoft (MSFT, 3.8%). Compared with Q1 2026, it opened 14 new positions, sold out of 14, added to 21 and reduced 113. The biggest buy was Micron Technology (MU, shares +168%) and the biggest sale Bristol-Myers Squibb (BMY, shares −35%).

Most Recent 13F
Q2 2026
Location
SHELTON, CT
CIK
0000108572
Portfolio Value
$365.8M (Q2 2026)
SEC Filing
0001062993-26-004028 ↗ filed Aug 5, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $394.5M Q1 2024 Q2 2024: $379.7M Q2 2024 Q3 2024: $382.1M Q3 2024 Q4 2024: $307.9M Q4 2024 Q1 2025: $302.5M Q1 2025 Q2 2025: $331.3M Q2 2025 Q3 2025: $345.4M Q3 2025 Q4 2025: $333.1M Q4 2025 Q1 2026: $317.7M Q1 2026 Q2 2026: $365.8M $365.8M Q2 2026

Holdings 148 stocks · $365.8M
NVDA Nvidia Corp. 4.92% 89,905 $18.0M Reduce -0.6%
AAPL Apple Inc. 4.67% 59,061 $17.1M Reduce -0.6%
MSFT Microsoft Corp. 3.78% 37,028 $13.8M Add +6.9%
GOOGL Alphabet Inc. Class A 3.55% 36,381 $13.0M Reduce -2.5%
AMZN Amazon.com Inc. 3.42% 52,495 $12.5M Reduce -0.8%
AMAT Applied Materials Inc. 3.18% 16,070 $11.6M Add +2.5%
AVGO Broadcom Inc. 3.05% 29,538 $11.2M Reduce -8.6%
META Meta Platforms Inc. Class A 2.58% 16,736 $9.4M Add +11.5%
MU Micron Technology Inc. 2.57% 8,152 $9.4M Add +167.8%
CAT Caterpillar Inc. 2.30% 7,895 $8.4M Reduce -19.1%
JPM JPMorgan Chase & Co. 2.22% 24,858 $8.1M Reduce -1.4%
GILD Gilead Sciences Inc. 1.92% 55,467 $7.0M Reduce -1.4%
SCHW Schwab (charles) Corp. 1.88% 74,625 $6.9M Add +4.0%
LRCX Lam Research Corp. 1.61% 13,574 $5.9M Add +22.4%
GOOG Alphabet Inc. Class C 1.58% 16,402 $5.8M Reduce -1.5%
TSLA Tesla Inc. 1.52% 13,259 $5.6M Add +7.7%
CSCO Cisco Systems Inc. 1.46% 45,328 $5.3M Reduce -2.4%
BAC Bank of America Corp. 1.43% 91,699 $5.2M Reduce -1.1%
V Visa Inc. Class A 1.42% 15,175 $5.2M Add +10.5%
XOM Exxon Mobil Corp. 1.37% 36,749 $5.0M Reduce -1.1%
AXP American Express Co. 1.29% 13,905 $4.7M Reduce -0.9%
GS Goldman Sachs Group Inc. 1.18% 4,264 $4.3M Reduce -0.6%
BMY Bristol-Myers Squibb Co. 1.14% 72,470 $4.2M Reduce -34.5%
AMD Advanced Micro Devices 1.12% 7,082 $4.1M Add +42.9%
KO The Coca-Cola Co. 1.11% 50,097 $4.1M Reduce -21.3%
PGR Progressive Corp. 1.08% 18,130 $4.0M Reduce -1.3%
NRG NRG Energy Inc. 1.04% 26,121 $3.8M Reduce -19.0%
DAL Delta Air Lines Inc. 1.02% 39,833 $3.7M Reduce -1.4%
EXPE Expedia Group Inc. 1.01% 14,369 $3.7M Add +63.2%
MRK Merck & Co. Inc. 0.96% 27,422 $3.5M Reduce -1.8%
NEE Nextera Energy Inc. 0.95% 39,712 $3.5M Reduce -1.5%
UNH Unitedhealth Group Inc. 0.91% 8,039 $3.3M Add +21.2%
ABBV Abbvie Inc. 0.88% 12,739 $3.2M Reduce -2.1%
NTAP Netapp Inc. 0.85% 19,992 $3.1M Reduce -0.4%
LLY Eli Lilly & Co. 0.83% 2,517 $3.0M Reduce -0.2%
CVX Chevron Corp. 0.81% 17,868 $3.0M Reduce -8.9%
EBAY eBay Inc. 0.78% 25,472 $2.8M Reduce -1.2%
C Citigroup Inc. 0.77% 20,244 $2.8M Add +22.7%
WMT Walmart Inc. 0.76% 24,511 $2.8M Reduce -1.3%
CI The Cigna Group 0.75% 9,997 $2.8M Add +77.7%
PANW Palo Alto Networks Inc. 0.74% 7,973 $2.7M Reduce -0.1%
APH Amphenol Corp. Class A 0.72% 14,940 $2.6M Reduce -1.0%
AMGN Amgen Inc. 0.70% 7,030 $2.5M Reduce -15.8%
OMC Omnicom Group 0.67% 33,512 $2.4M Add +434.5%
ANET Arista Networks Inc. 0.65% 14,003 $2.4M Reduce -0.1%
PHM Pultegroup Inc. 0.65% 17,219 $2.4M Reduce -1.6%
ORCL Oracle Corp. 0.65% 16,118 $2.4M Add +9.6%
SYF Synchrony Financial 0.63% 30,466 $2.3M Reduce -1.4%
BA The Boeing Co. 0.59% 10,026 $2.2M Reduce -0.5%
STLD Steel Dynamics Inc. 0.53% 8,497 $1.9M Reduce -1.3%
RTX RTX Corp. 0.53% 10,262 $1.9M Reduce -0.6%
CMCSA Comcast Corp. Class A 0.53% 78,965 $1.9M Reduce -22.5%
COST Costco Wholesale Corp. 0.52% 2,052 $1.9M Reduce -1.2%
KLAC KLA Corp. 0.52% 6,360 $1.9M New
FCX Freeport-McMoran Inc. 0.52% 30,487 $1.9M Reduce -0.6%
GEV GE Vernova Inc. 0.50% 1,542 $1.8M Reduce -0.2%
VLO Valero Energy Corp. 0.49% 6,896 $1.8M Reduce -1.8%
QCOM Qualcomm Inc. 0.48% 9,473 $1.8M Reduce -1.0%
BKR Baker Hughes Co. 0.47% 31,289 $1.7M Reduce -14.8%
CB Chubb Ltd. 0.45% 4,815 $1.6M Reduce -1.3%
CVS CVS Health Corp. 0.44% 15,707 $1.6M New
FLEX Flex Ltd. 0.44% 9,969 $1.6M Reduce -4.9%
USFD US Foods Holding Corp. 0.43% 15,381 $1.6M Reduce -0.9%
PLD Prologis Inc. 0.42% 11,471 $1.6M New
WDC Western Digital Corp. 0.42% 2,388 $1.5M Add +30.8%
MLI Mueller Industries Inc. 0.41% 12,137 $1.5M Reduce -2.0%
KR Kroger Co. 0.40% 26,530 $1.5M Reduce -0.6%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.40% 54,719 $1.5M Reduce -0.6%
PM Philip Morris International 0.39% 7,801 $1.4M Reduce -5.8%
CRWD CrowdStrike Holdings Inc. Class A 0.38% 1,821 $1.4M New
T AT&T Inc. 0.38% 66,278 $1.4M Reduce -2.6%
IBKR Interactive Brokers Gro Class A 0.37% 15,482 $1.3M Add +66.2%
VRT Vertiv Holdings Co. Class A 0.36% 3,934 $1.3M Reduce -34.4%
PEP Pepsico Inc. 0.35% 9,515 $1.3M Reduce -0.6%
OHI Omega Healthcare Investors 0.35% 26,780 $1.3M Reduce -2.9%
WFC Wells Fargo & Co. 0.34% 14,886 $1.2M Reduce -37.8%
PNC PNC Financial Services Group 0.33% 4,871 $1.2M Reduce -3.5%
JBL Jabil Inc. 0.32% 3,049 $1.2M Reduce -33.6%
VRSK Verisk Analytics Inc. 0.32% 6,427 $1.2M Add +178.2%
MGM MGM Resorts International 0.31% 24,033 $1.1M Reduce -0.6%
ST Sensata Technologies Holdplc 0.31% 23,652 $1.1M Add +1.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.31% 7,445 $1.1M Reduce -28.7%
PINS Pinterest Inc. Class A 0.31% 53,589 $1.1M Reduce -0.5%
NET Cloudflare Inc. Class A 0.31% 4,561 $1.1M New
NFLX Netflix Inc. 0.29% 14,763 $1.1M Reduce -0.1%
UBER Uber Technologies Inc. 0.28% 14,330 $1.0M Reduce -0.1%
COP Conocophillips 0.27% 9,588 $997K Reduce -1.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.27% 3,503 $985K Reduce -36.0%
ABNB Airbnb Inc. Class A 0.26% 6,714 $961K Reduce -0.1%
LMT Lockheed Martin Corp. 0.24% 1,699 $866K Reduce -2.5%
CHRW C.H. Robinson Worldwide Inc. 0.23% 4,550 $857K Reduce -0.6%
APP AppLovin Corp. Class A 0.23% 1,622 $836K Reduce -33.7%
CBRE CBRE Group Inc. Class A 0.23% 6,111 $823K Reduce -1.7%
PFE Pfizer Inc. 0.22% 33,944 $817K Reduce -54.7%
HST Host Hotels & Resorts Inc. 0.22% 33,399 $792K Reduce -0.6%
DAR Darling Ingredients Inc. 0.22% 14,495 $792K New
GEHC GE Healthcare Technology 0.21% 11,798 $755K Reduce -0.6%
MIDD Middleby Corp. 0.20% 4,355 $749K Reduce -0.9%
NXPI NXP Semiconductors NV 0.20% 2,550 $717K Reduce -48.1%
SN Sharkninja Inc. 0.19% 4,607 $702K Reduce -0.3%

Show all 148 holdings

Portfolio Sells Q1 2026 → Q2 2026
BMY Bristol-Myers Squibb Co. Reduce -34.5% 1.14% −0.97
XOM Exxon Mobil Corp. Reduce -1.1% 1.37% −0.61
GILD Gilead Sciences Inc. Reduce -1.4% 1.92% −0.55
CRM Salesforce Inc. Reduce -68.0% 0.17% −0.55
CVX Chevron Corp. Reduce -8.9% 0.81% −0.47
BLK BlackRock Inc. Reduce -71.7% 0.14% −0.44
NRG NRG Energy Inc. Reduce -19.0% 1.04% −0.44
PFE Pfizer Inc. Reduce -54.7% 0.22% −0.44
KO The Coca-Cola Co. Reduce -21.3% 1.11% −0.41
CMCSA Comcast Corp. Class A Reduce -22.5% 0.53% −0.39
MTZ Mastec Inc. Sold out 0.00% −0.37
COR Cencora Inc. Sold out 0.00% −0.28
WFC Wells Fargo & Co. Reduce -37.8% 0.34% −0.26
ACN Accenture PLC Class A Reduce -63.2% 0.06% −0.25
T AT&T Inc. Reduce -2.6% 0.38% −0.25
BKR Baker Hughes Co. Reduce -14.8% 0.47% −0.23
AMGN Amgen Inc. Reduce -15.8% 0.70% −0.23
NEE Nextera Energy Inc. Reduce -1.5% 0.95% −0.23
TJX TJX Companies Inc. Reduce -28.7% 0.31% −0.22
CSX CSX Corp. Sold out 0.00% −0.22
WMT Walmart Inc. Reduce -1.3% 0.76% −0.21
KR Kroger Co. Reduce -0.6% 0.40% −0.21
ROP Roper Technologies Inc. Sold out 0.00% −0.20
SLB SLB Ltd. Sold out 0.00% −0.20
CRH CRH PLC Sold out 0.00% −0.19
NFLX Netflix Inc. Reduce -0.1% 0.29% −0.16
FERG Ferguson Enterprises Inc. Sold out 0.00% −0.16
CSL Carlisle Cos Inc. Reduce -53.4% 0.12% −0.15
ULTA Ulta Beauty Inc. Sold out 0.00% −0.15
AMP Ameriprise Financial Inc. Sold out 0.00% −0.15
IBM Intl Business Machines Corp. Reduce -36.0% 0.27% −0.15
COP Conocophillips Reduce -1.6% 0.27% −0.13
CCL Carnival Corp. Sold out 0.00% −0.13
ABT Abbott Laboratories Sold out 0.00% −0.13
COST Costco Wholesale Corp. Reduce -1.2% 0.52% −0.13
ROST Ross Stores Inc. Reduce -37.1% 0.15% −0.13
TMUS T-Mobile US Inc. Sold out 0.00% −0.12
M Macy's Inc. Sold out 0.00% −0.12
PEP Pepsico Inc. Reduce -0.6% 0.35% −0.12
VRT Vertiv Holdings Co. Class A Reduce -34.4% 0.36% −0.11
JPM JPMorgan Chase & Co. Reduce -1.4% 2.22% −0.11
NXPI NXP Semiconductors NV Reduce -48.1% 0.20% −0.11
SPG Simon Property Group Inc. Reduce -41.8% 0.16% −0.10
AVGO Broadcom Inc. Reduce -8.6% 3.05% −0.10
LMT Lockheed Martin Corp. Reduce -2.5% 0.24% −0.09
RTX RTX Corp. Reduce -0.6% 0.53% −0.09
MRK Merck & Co. Inc. Reduce -1.8% 0.96% −0.09
OXY Occidental Petroleum Corp. Reduce -0.6% 0.16% −0.09
APP AppLovin Corp. Class A Reduce -33.7% 0.23% −0.08
VICI Vici Properties Inc. Reduce -0.6% 0.40% −0.08

Portfolio Buys Q1 2026 → Q2 2026
MU Micron Technology Inc. Add +167.8% 2.57% +2.25
AMAT Applied Materials Inc. Add +2.5% 3.18% +1.49
LRCX Lam Research Corp. Add +22.4% 1.61% +0.86
AMD Advanced Micro Devices Add +42.9% 1.12% +0.81
KLAC KLA Corp. New 0.52% +0.52
OMC Omnicom Group Add +434.5% 0.67% +0.52
CVS CVS Health Corp. New 0.44% +0.44
PLD Prologis Inc. New 0.42% +0.42
CRWD CrowdStrike Holdings Inc. Class A New 0.38% +0.38
EXPE Expedia Group Inc. Add +63.2% 1.01% +0.37
UNH Unitedhealth Group Inc. Add +21.2% 0.91% +0.35
NET Cloudflare Inc. Class A New 0.31% +0.31
CI The Cigna Group Add +77.7% 0.75% +0.28
WDC Western Digital Corp. Add +30.8% 0.42% +0.26
DAR Darling Ingredients Inc. New 0.22% +0.22
SSD Simpson Manufacturing Co. Inc. New 0.19% +0.19
C Citigroup Inc. Add +22.7% 0.77% +0.19
IVZ Invesco Ltd. New 0.19% +0.19
CNC Centene Corp. New 0.18% +0.18
VRSK Verisk Analytics Inc. Add +178.2% 0.32% +0.18
ECG Everus Construction Group New 0.17% +0.17
IBKR Interactive Brokers Gro Class A Add +66.2% 0.37% +0.17
AGCO Agco Corp. New 0.17% +0.17
RPRX Royalty Pharma PLC Class A New 0.16% +0.16
NXST Nexstar Media Group Inc. New 0.14% +0.14
NOW ServiceNow Inc. New 0.12% +0.12
V Visa Inc. Class A Add +10.5% 1.42% +0.12
TSLA Tesla Inc. Add +7.7% 1.52% +0.08
CART Maplebear Inc. Add +51.9% 0.19% +0.07
ST Sensata Technologies Holdplc Add +1.7% 0.31% +0.05
ORCL Oracle Corp. Add +9.6% 0.65% −0.04
CHWY Chewy Inc. Class A Add +1.0% 0.11% −0.06
META Meta Platforms Inc. Class A Add +11.5% 2.58% −0.13
SCHW Schwab (charles) Corp. Add +4.0% 1.88% −0.24
MSFT Microsoft Corp. Add +6.9% 3.78% −0.26

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 148$365.8MNVDA, AAPL, MSFT, GOOGL, AMZN
Q1 2026 148$317.7MNVDA, AAPL, MSFT, AMZN, GOOGL
Q4 2025 147$333.1MNVDA, AAPL, MSFT, GOOGL, AVGO
Q3 2025 146$345.4MNVDA, MSFT, AAPL, AMZN, AVGO
Q2 2025 141$331.3MMSFT, NVDA, META, AAPL, AMZN
Q1 2025 141$302.5MAAPL, MSFT, META, NVDA, AMZN
Q4 2024 133$307.9MAAPL, MSFT, NVDA, AMZN, META
Q3 2024 137$382.1MMSFT, AAPL, META, NVDA, AMZN
Q2 2024 139$379.7MMSFT, AAPL, NVDA, META, AMZN
Q1 2024 143$394.5MMSFT, META, AAPL, HD, NVDA