Wright Investors Service Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 2, 2024), Wright Investors Service Inc. reported 143 stock positions worth $394.5 million. Its top holding was Microsoft (MSFT) at 6.4% of the portfolio, followed by Meta Platforms Class A (META, 3.1%) and Apple (AAPL, 3.0%). Compared with Q4 2023, it opened 19 new positions, sold out of 19, added to 66 and reduced 57. The biggest buy was Nvidia (NVDA, shares +140%) and the biggest sale Apple (AAPL, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- SHELTON, CT
- CIK
- 0000108572
- Portfolio Value
- $394.5M (Q1 2024)
- SEC Filing
- 0001062993-24-009200 ↗ filed May 2, 2024
Holdings Value
Holdings 143 stocks · $394.5M
| MSFT Microsoft Corp. | 6.41% | 60,102 | $25.3M | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 3.14% | 25,519 | $12.4M | Reduce -13.3% |
| AAPL Apple Inc. | 2.99% | 68,751 | $11.8M | Reduce -25.0% |
| HD Home Depot Inc. | 2.80% | 28,843 | $11.1M | Add +4.8% |
| NVDA Nvidia Corp. | 2.59% | 11,320 | $10.2M | Add +139.9% |
| AMZN Amazon.com Inc. | 2.57% | 56,159 | $10.1M | Add +5.1% |
| JPM JPMorgan Chase & Co. | 2.49% | 49,047 | $9.8M | Reduce -2.0% |
| ABBV Abbvie Inc. | 2.33% | 50,439 | $9.2M | Add +9.0% |
| PGR Progressive Corp. | 1.97% | 37,577 | $7.8M | Add +13.1% |
| UNH Unitedhealth Group Inc. | 1.93% | 15,377 | $7.6M | Reduce -0.7% |
| KO The Coca-Cola Co. | 1.76% | 113,735 | $7.0M | Add +62.4% |
| AMAT Applied Materials Inc. | 1.68% | 32,080 | $6.6M | Add +39.4% |
| CMCSA Comcast Corp. Class A | 1.64% | 148,824 | $6.5M | Reduce -24.5% |
| AVGO Broadcom Inc. | 1.62% | 4,825 | $6.4M | Add +18.6% |
| XOM Exxon Mobil Corp. | 1.47% | 49,933 | $5.8M | Reduce -1.1% |
| PM Philip Morris International | 1.47% | 63,324 | $5.8M | Reduce -1.8% |
| GOOG Alphabet Inc. Class C | 1.41% | 36,644 | $5.6M | Reduce -21.2% |
| ETN Eaton Corp. PLC | 1.31% | 16,528 | $5.2M | Add +0.6% |
| MRK Merck & Co. Inc. | 1.31% | 39,022 | $5.1M | Add +3.0% |
| CAT Caterpillar Inc. | 1.30% | 14,009 | $5.1M | Reduce -0.9% |
| CSCO Cisco Systems Inc. | 1.28% | 101,089 | $5.0M | Add +1.2% |
| BMY Bristol-Myers Squibb Co. | 1.26% | 91,806 | $5.0M | Add +0.7% |
| CBRE CBRE Group Inc. Class A | 1.22% | 49,398 | $4.8M | Reduce -0.4% |
| VLO Valero Energy Corp. | 1.21% | 28,069 | $4.8M | Reduce -3.0% |
| V Visa Inc. Class A | 1.19% | 16,841 | $4.7M | Add +0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.18% | 24,467 | $4.7M | Add +0.6% |
| C Citigroup Inc. | 1.17% | 72,799 | $4.6M | Reduce -1.2% |
| ADBE Adobe Inc. | 1.16% | 9,056 | $4.6M | Add +0.7% |
| COST Costco Wholesale Corp. | 1.06% | 5,730 | $4.2M | Add +1.3% |
| AXP American Express Co. | 1.03% | 17,886 | $4.1M | Reduce -28.7% |
| GOOGL Alphabet Inc. Class A | 0.97% | 25,459 | $3.8M | Reduce -1.0% |
| NEE Nextera Energy Inc. | 0.91% | 56,026 | $3.6M | Add +1.0% |
| CVX Chevron Corp. | 0.91% | 22,695 | $3.6M | Add +0.5% |
| BP BP PLC-Spons ADR | 0.90% | 93,768 | $3.5M | Add +1.1% |
| CVS CVS Health Corp. | 0.87% | 43,236 | $3.4M | Reduce -0.2% |
| EMR Emerson Electric Co. | 0.85% | 29,436 | $3.3M | Add +0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.82% | 84,965 | $3.2M | Reduce -0.7% |
| BLK BlackRock Finance Inc. | 0.81% | 3,851 | $3.2M | Add +0.4% |
| PHM Pultegroup Inc. | 0.80% | 26,055 | $3.1M | Reduce -15.3% |
| MCK McKesson Corp. | 0.79% | 5,830 | $3.1M | Reduce -1.2% |
| USB US Bancorp | 0.79% | 69,531 | $3.1M | Add +1.8% |
| OKE Oneok Inc. | 0.79% | 38,640 | $3.1M | Add +0.8% |
| ACN Accenture PLC Class A | 0.76% | 8,701 | $3.0M | Add +16.6% |
| PNC PNC Financial Services Group | 0.74% | 18,123 | $2.9M | Add +1.8% |
| VST Vistra Corp. | 0.71% | 40,489 | $2.8M | Reduce -6.8% |
| UPS United Parcel Service Class B | 0.70% | 18,618 | $2.8M | Add +2.3% |
| NFLX Netflix Inc. | 0.69% | 4,491 | $2.7M | Add +8.1% |
| ELV Elevance Health Inc. | 0.68% | 5,206 | $2.7M | Reduce -6.2% |
| MA Mastercard Inc. Class A | 0.68% | 5,598 | $2.7M | Reduce -0.2% |
| VZ Verizon Communications Inc. | 0.67% | 62,851 | $2.6M | Add +0.6% |
| T AT&T Inc. | 0.66% | 148,403 | $2.6M | Add +26.2% |
| CI The Cigna Group | 0.65% | 7,101 | $2.6M | Add +46.9% |
| TFC Truist Financial Corp. | 0.65% | 65,979 | $2.6M | Add +0.4% |
| ORCL Oracle Corp. | 0.64% | 20,182 | $2.5M | Reduce -53.9% |
| NRG NRG Energy Inc. | 0.63% | 36,461 | $2.5M | Add +24.5% |
| ACGL Arch Capital Group Ltd. | 0.62% | 26,640 | $2.5M | Add +157.2% |
| CB Chubb Ltd. | 0.61% | 9,337 | $2.4M | Reduce -0.7% |
| MET Metlife Inc. | 0.61% | 32,552 | $2.4M | Add +61.3% |
| CE Celanese Corp. | 0.60% | 13,733 | $2.4M | Add +0.6% |
| DUK Duke Energy Corp. | 0.59% | 23,881 | $2.3M | Add +0.7% |
| LLY Eli Lilly & Co. | 0.57% | 2,876 | $2.2M | Reduce -0.2% |
| MS Morgan Stanley | 0.55% | 22,958 | $2.2M | Add +2.7% |
| TD Toronto-Dominion Bank | 0.54% | 35,158 | $2.1M | Add +0.6% |
| LEN Lennar Corp. Class A | 0.53% | 12,153 | $2.1M | Reduce -9.8% |
| GD General Dynamics Corp. | 0.51% | 7,170 | $2.0M | Add +77.4% |
| CRM Salesforce Inc. | 0.47% | 6,214 | $1.9M | New |
| GILD Gilead Sciences Inc. | 0.47% | 25,274 | $1.9M | Add +0.2% |
| TNL Travel + Leisure Co. | 0.47% | 37,808 | $1.9M | Add +39.4% |
| LMT Lockheed Martin Corp. | 0.46% | 3,990 | $1.8M | Add +1.5% |
| KMB Kimberly-Clark Corp. | 0.45% | 13,727 | $1.8M | Add +1.9% |
| BEN Franklin Templeton Inc. | 0.45% | 62,991 | $1.8M | Add +2.7% |
| IP International Paper Co. | 0.43% | 43,578 | $1.7M | Add +1.3% |
| DAL Delta Air Lines Inc. | 0.43% | 35,193 | $1.7M | Add +2.1% |
| TSLA Tesla Inc. | 0.43% | 9,565 | $1.7M | Reduce -32.5% |
| AMD Advanced Micro Devices | 0.42% | 9,176 | $1.7M | Reduce -0.2% |
| MAR Marriott International Class A | 0.42% | 6,498 | $1.6M | Add +1.9% |
| PLD Prologis Inc. | 0.38% | 11,620 | $1.5M | New |
| WFC Wells Fargo & Co. | 0.38% | 25,815 | $1.5M | Reduce -2.4% |
| COP Conocophillips | 0.38% | 11,731 | $1.5M | Add +1.8% |
| USFD US Foods Holding Corp. | 0.38% | 27,598 | $1.5M | Add +40.7% |
| PEP Pepsico Inc. | 0.38% | 8,493 | $1.5M | Reduce -35.6% |
| TGT Target Corp. | 0.37% | 8,335 | $1.5M | Add +1.7% |
| BKNG Booking Holdings Inc. | 0.36% | 396 | $1.4M | Add +44.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.36% | 3,381 | $1.4M | Add +137.9% |
| ON On Semiconductor | 0.36% | 19,141 | $1.4M | Reduce -34.3% |
| LRCX Lam Research Corp. | 0.34% | 1,392 | $1.4M | New |
| CSX CSX Corp. | 0.33% | 35,386 | $1.3M | Reduce -2.9% |
| EOG EOG Resources Inc. | 0.33% | 10,163 | $1.3M | Add +0.8% |
| HON Honeywell International Inc. | 0.33% | 6,319 | $1.3M | New |
| APO Apollo Global Management Inc. | 0.33% | 11,509 | $1.3M | New |
| PAYX Paychex Inc. | 0.32% | 10,125 | $1.2M | Add +0.3% |
| RIO Rio Tinto PLC-Spon ADR | 0.31% | 19,357 | $1.2M | Add +1.7% |
| GPC Genuine Parts Co. | 0.30% | 7,708 | $1.2M | Add +1.4% |
| KVUE Kenvue Inc. | 0.28% | 52,163 | $1.1M | Reduce -28.3% |
| QCOM Qualcomm Inc. | 0.27% | 6,204 | $1.1M | New |
| CNC Centene Corp. | 0.26% | 13,061 | $1.0M | Reduce -3.0% |
| WBA Walgreens Boots Alliance Inc. | 0.26% | 47,061 | $1.0M | Add +2.1% |
| EBAY eBay Inc. | 0.26% | 19,330 | $1.0M | Reduce -2.0% |
| GPK Graphic Packaging Holding Co. | 0.26% | 34,899 | $1.0M | New |
| RTX RTX Corp. | 0.25% | 10,199 | $995K | Reduce -2.6% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -25.0% | 2.99% | −1.98 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.91 |
| CMCSA Comcast Corp. Class A | Reduce -24.5% | 1.64% | −0.80 |
| ORCL Oracle Corp. | Reduce -53.9% | 0.64% | −0.66 |
| TSLA Tesla Inc. | Reduce -32.5% | 0.43% | −0.57 |
| GOOG Alphabet Inc. Class C | Reduce -21.2% | 1.41% | −0.43 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.38 |
| UNH Unitedhealth Group Inc. | Reduce -0.7% | 1.93% | −0.37 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.36 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.34 |
| ON On Semiconductor | Reduce -34.3% | 0.36% | −0.33 |
| AXP American Express Co. | Reduce -28.7% | 1.03% | −0.29 |
| INTC Intel Corp. | Sold out | 0.00% | −0.28 |
| PEP Pepsico Inc. | Reduce -35.6% | 0.38% | −0.25 |
| PFE Pfizer Inc. | Reduce -54.7% | 0.16% | −0.25 |
| CWEN Clearway Energy Inc. Class C | Sold out | 0.00% | −0.24 |
| PM Philip Morris International | Reduce -1.8% | 1.47% | −0.24 |
| WMB Williams Cos Inc. | Sold out | 0.00% | −0.22 |
| KVUE Kenvue Inc. | Reduce -28.3% | 0.28% | −0.16 |
| ADI Analog Devices Inc. | Reduce -55.9% | 0.10% | −0.15 |
| CSL Carlisle Cos Inc. | Sold out | 0.00% | −0.15 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.13 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.13 |
| CZR Caesars Entertainment Inc. | Sold out | 0.00% | −0.13 |
| DAR Darling Ingredients Inc. | Sold out | 0.00% | −0.12 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.11 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.11 |
| F Ford Motor Co. | Sold out | 0.00% | −0.11 |
| PHM Pultegroup Inc. | Reduce -15.3% | 0.80% | −0.10 |
| MOS The Mosaic Co. | Sold out | 0.00% | −0.10 |
| HAL Halliburton Co. | Sold out | 0.00% | −0.10 |
| RPM RPM International Inc. | Sold out | 0.00% | −0.09 |
| BYD Boyd Gaming Corp. | Sold out | 0.00% | −0.09 |
| CVS CVS Health Corp. | Reduce -0.2% | 0.87% | −0.09 |
| BA The Boeing Co. | Reduce -3.1% | 0.16% | −0.09 |
| HUM Humana Inc. | Reduce -43.3% | 0.05% | −0.09 |
| CBRE CBRE Group Inc. Class A | Reduce -0.4% | 1.22% | −0.08 |
| ELV Elevance Health Inc. | Reduce -6.2% | 0.68% | −0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -1.0% | 0.97% | −0.04 |
| LEN Lennar Corp. Class A | Reduce -9.8% | 0.53% | −0.04 |
| CTSH Cognizant Tech Solutions-A | Reduce -1.8% | 0.21% | −0.03 |
| EXPE Expedia Group Inc. | Reduce -0.2% | 0.15% | −0.03 |
| CSX CSX Corp. | Reduce -2.9% | 0.33% | −0.02 |
| SO The Southern Co. | Reduce -2.9% | 0.20% | −0.02 |
| WY Weyerhaeuser Co. | Reduce -2.9% | 0.21% | −0.02 |
| CNC Centene Corp. | Reduce -3.0% | 0.26% | −0.02 |
| HST Host Hotels & Resorts Inc. | Reduce -3.0% | 0.18% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -1.7% | 0.24% | −0.01 |
| SLB SLB Ltd. | Reduce -2.9% | 0.11% | −0.01 |
| HLN Haleon PLC-ADR | Reduce -3.9% | 0.03% | −0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +139.9% | 2.59% | +1.93 |
| AMAT Applied Materials Inc. | Add +39.4% | 1.68% | +0.63 |
| KO The Coca-Cola Co. | Add +62.4% | 1.76% | +0.60 |
| PGR Progressive Corp. | Add +13.1% | 1.97% | +0.48 |
| CRM Salesforce Inc. | New | 0.47% | +0.47 |
| ACGL Arch Capital Group Ltd. | Add +157.2% | 0.62% | +0.41 |
| PLD Prologis Inc. | New | 0.38% | +0.38 |
| LRCX Lam Research Corp. | New | 0.34% | +0.34 |
| AVGO Broadcom Inc. | Add +18.6% | 1.62% | +0.34 |
| HON Honeywell International Inc. | New | 0.33% | +0.33 |
| APO Apollo Global Management Inc. | New | 0.33% | +0.33 |
| ABBV Abbvie Inc. | Add +9.0% | 2.33% | +0.31 |
| AMZN Amazon.com Inc. | Add +5.1% | 2.57% | +0.28 |
| QCOM Qualcomm Inc. | New | 0.27% | +0.27 |
| GPK Graphic Packaging Holding Co. | New | 0.26% | +0.26 |
| CI The Cigna Group | Add +46.9% | 0.65% | +0.25 |
| MET Metlife Inc. | Add +61.3% | 0.61% | +0.24 |
| GD General Dynamics Corp. | Add +77.4% | 0.51% | +0.22 |
| LKQ LKQ Corp. | New | 0.22% | +0.22 |
| COF Capital One Financial Corp. | New | 0.21% | +0.21 |
| ABT Abbott Laboratories | New | 0.21% | +0.21 |
| NRG NRG Energy Inc. | Add +24.5% | 0.63% | +0.20 |
| AMT American Tower Corp. | New | 0.20% | +0.20 |
| ETN Eaton Corp. PLC | Add +0.6% | 1.31% | +0.20 |
| VRTX Vertex Pharmaceuticals Inc. | Add +137.9% | 0.36% | +0.20 |
| TNL Travel + Leisure Co. | Add +39.4% | 0.47% | +0.17 |
| WMS Advanced Drainage Systems Inc. | New | 0.16% | +0.16 |
| MRK Merck & Co. Inc. | Add +3.0% | 1.31% | +0.14 |
| CROX Crocs Inc. | New | 0.14% | +0.14 |
| USFD US Foods Holding Corp. | Add +40.7% | 0.38% | +0.13 |
| BNY Bank of New York Mellon Corp. | New | 0.13% | +0.13 |
| NFLX Netflix Inc. | Add +8.1% | 0.69% | +0.12 |
| HD Home Depot Inc. | Add +4.8% | 2.80% | +0.12 |
| CPNG Coupang Inc. | New | 0.11% | +0.11 |
| JAZZ Jazz Pharmaceuticals PLC | New | 0.11% | +0.11 |
| T AT&T Inc. | Add +26.2% | 0.66% | +0.11 |
| MDLZ Mondelez International Inc. Class A | New | 0.10% | +0.10 |
| BKNG Booking Holdings Inc. | Add +44.0% | 0.36% | +0.09 |
| UBER Uber Technologies Inc. | Add +28.8% | 0.23% | +0.07 |
| IBM Intl Business Machines Corp. | Add +0.6% | 1.18% | +0.06 |
| BWA Borgwarner Inc. | Add +57.5% | 0.23% | +0.06 |
| RRC Range Resources Corp. | New | 0.05% | +0.05 |
| MCHP Microchip Technology Inc. | Add +49.2% | 0.20% | +0.05 |
| PFGC Performance Food Group Co. | Add +72.6% | 0.12% | +0.05 |
| TGT Target Corp. | Add +1.7% | 0.37% | +0.05 |
| EMR Emerson Electric Co. | Add +0.1% | 0.85% | +0.04 |
| DAL Delta Air Lines Inc. | Add +2.1% | 0.43% | +0.04 |
| STLD Steel Dynamics Inc. | Add +2.0% | 0.25% | +0.03 |
| SMFG Sumitomo Mitsui-Spons ADR | New | 0.03% | +0.03 |
| OKE Oneok Inc. | Add +0.8% | 0.79% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 148 | $365.8M | NVDA, AAPL, MSFT, GOOGL, AMZN |
| Q1 2026 | 148 | $317.7M | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q4 2025 | 147 | $333.1M | NVDA, AAPL, MSFT, GOOGL, AVGO |
| Q3 2025 | 146 | $345.4M | NVDA, MSFT, AAPL, AMZN, AVGO |
| Q2 2025 | 141 | $331.3M | MSFT, NVDA, META, AAPL, AMZN |
| Q1 2025 | 141 | $302.5M | AAPL, MSFT, META, NVDA, AMZN |
| Q4 2024 | 133 | $307.9M | AAPL, MSFT, NVDA, AMZN, META |
| Q3 2024 | 137 | $382.1M | MSFT, AAPL, META, NVDA, AMZN |
| Q2 2024 | 139 | $379.7M | MSFT, AAPL, NVDA, META, AMZN |
| Q1 2024 | 143 | $394.5M | MSFT, META, AAPL, HD, NVDA |