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

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $394.5M $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 Q2 2026

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%
STLD Steel Dynamics Inc. 0.25% 6,671 $989K Add +2.0%
TXT Textron Inc. 0.25% 10,189 $977K Add +1.8%
GS Goldman Sachs Group Inc. 0.24% 2,224 $929K Reduce -1.7%
BWA Borgwarner Inc. 0.23% 26,677 $927K Add +57.5%
UBER Uber Technologies Inc. 0.23% 11,866 $914K Add +28.8%
LKQ LKQ Corp. 0.22% 15,935 $851K New
COF Capital One Financial Corp. 0.21% 5,662 $843K New
WY Weyerhaeuser Co. 0.21% 23,219 $834K Reduce -2.9%
CTSH Cognizant Tech Solutions-A 0.21% 11,332 $831K Reduce -1.8%
ABT Abbott Laboratories 0.21% 7,293 $829K New
MCHP Microchip Technology Inc. 0.20% 8,883 $797K Add +49.2%
IVZ Invesco Ltd. 0.20% 46,787 $776K Add +2.1%
SO The Southern Co. 0.20% 10,816 $776K Reduce -2.9%
AMT American Tower Corp. 0.20% 3,917 $774K New
OHI Omega Healthcare Investors 0.19% 23,187 $734K Add +0.4%
HST Host Hotels & Resorts Inc. 0.18% 34,691 $717K Reduce -3.0%
EVR Evercore Inc. Class A 0.18% 3,611 $695K Reduce -2.7%
PFE Pfizer Inc. 0.16% 23,067 $640K Reduce -54.7%
BA The Boeing Co. 0.16% 3,305 $638K Reduce -3.1%
WMS Advanced Drainage Systems Inc. 0.16% 3,655 $630K New
PPL PPL Corp. 0.16% 22,719 $625K Add +2.9%
NVT Nvent Electric PLC 0.16% 8,223 $620K Reduce -2.8%
EXPE Expedia Group Inc. 0.15% 4,186 $577K Reduce -0.2%
OWL Blue Owl Capital Inc. 0.14% 30,073 $567K Reduce -0.2%
CROX Crocs Inc. 0.14% 3,820 $549K New
PH Parker Hannifin Corp. 0.14% 967 $537K Reduce -2.8%
MRO Marathon Oil Corp. 0.13% 18,002 $510K Reduce -1.4%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.13% 8,669 $500K New
FISV Fiserv Inc. 0.13% 3,121 $499K Reduce -2.8%
PFGC Performance Food Group Co. 0.12% 6,587 $492K Add +72.6%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.12% 5,334 $472K Reduce -3.8%
ALL Allstate Corp. 0.12% 2,665 $461K Reduce -3.9%
CPNG Coupang Inc. 0.11% 25,154 $447K New
JAZZ Jazz Pharmaceuticals PLC 0.11% 3,673 $442K New
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.11% 7,757 $425K Reduce -2.9%
ADI Analog Devices Inc. 0.10% 1,979 $391K Reduce -55.9%
MDLZ Mondelez International Inc. Class A 0.10% 5,365 $376K New
ETSY Etsy Inc. 0.09% 4,959 $341K No change
CLF Cleveland-Cliffs Inc. 0.07% 12,637 $287K Reduce -0.3%
RRC Range Resources Corp. 0.05% 6,292 $217K New
HUM Humana Inc. 0.05% 611 $212K Reduce -43.3%
SMFG Sumitomo Mitsui-Spons ADR 0.03% 10,226 $120K New
HLN Haleon PLC-ADR 0.03% 11,809 $100K Reduce -3.9%

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

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