Wright Investors Service Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 9, 2025), Wright Investors Service Inc. reported 141 stock positions worth $302.5 million. Its top holding was Apple (AAPL) at 5.4% of the portfolio, followed by Microsoft (MSFT, 5.0%) and Meta Platforms Class A (META, 3.9%). Compared with Q4 2024, it opened 21 new positions, sold out of 13, added to 45 and reduced 75. The biggest buy was a new position in Colgate-Palmolive (CL) and the biggest sale Apple (AAPL, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- SHELTON, CT
- CIK
- 0000108572
- Portfolio Value
- $302.5M (Q1 2025)
- SEC Filing
- 0001062993-25-007255 ↗ filed Apr 9, 2025
Holdings Value
Holdings 141 stocks · $302.5M
| AAPL Apple Inc. | 5.37% | 73,154 | $16.2M | Reduce -9.1% |
| MSFT Microsoft Corp. | 5.04% | 40,647 | $15.3M | Add +5.8% |
| META Meta Platforms Inc. Class A | 3.92% | 20,598 | $11.9M | Add +3.9% |
| NVDA Nvidia Corp. | 3.91% | 109,069 | $11.8M | Add +1.8% |
| AMZN Amazon.com Inc. | 3.59% | 57,022 | $10.8M | Add +5.6% |
| PGR Progressive Corp. | 2.88% | 30,749 | $8.7M | Add +5.9% |
| ABBV Abbvie Inc. | 2.65% | 38,306 | $8.0M | Add +11.1% |
| V Visa Inc. Class A | 2.41% | 20,763 | $7.3M | Add +6.8% |
| JPM JPMorgan Chase & Co. | 2.33% | 28,692 | $7.0M | Reduce -4.2% |
| AVGO Broadcom Inc. | 2.29% | 41,409 | $6.9M | Reduce -8.4% |
| KO The Coca-Cola Co. | 2.13% | 90,100 | $6.5M | Add +1.4% |
| GOOG Alphabet Inc. Class C | 2.11% | 40,788 | $6.4M | Add +15.9% |
| AXP American Express Co. | 2.03% | 22,813 | $6.1M | Add +44.2% |
| GILD Gilead Sciences Inc. | 1.88% | 50,665 | $5.7M | Add +5.2% |
| BMY Bristol-Myers Squibb Co. | 1.80% | 89,412 | $5.5M | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 1.79% | 45,487 | $5.4M | Add +0.3% |
| HD Home Depot Inc. | 1.78% | 14,688 | $5.4M | Reduce -18.5% |
| CAT Caterpillar Inc. | 1.75% | 16,031 | $5.3M | Reduce -8.8% |
| GOOGL Alphabet Inc. Class A | 1.54% | 30,075 | $4.7M | Add +7.0% |
| UNH Unitedhealth Group Inc. | 1.46% | 8,449 | $4.4M | Add +17.3% |
| ORCL Oracle Corp. | 1.40% | 30,203 | $4.2M | Add +0.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.33% | 96,763 | $4.0M | Add +12.0% |
| CRM Salesforce Inc. | 1.31% | 14,790 | $4.0M | Add +43.2% |
| AMAT Applied Materials Inc. | 1.25% | 26,152 | $3.8M | Reduce -7.7% |
| CI The Cigna Group | 1.17% | 10,726 | $3.5M | Reduce -9.6% |
| CMCSA Comcast Corp. Class A | 1.12% | 92,004 | $3.4M | Reduce -0.1% |
| TSLA Tesla Inc. | 1.09% | 12,733 | $3.3M | Add +112.9% |
| NRG NRG Energy Inc. | 1.02% | 32,330 | $3.1M | Add +0.3% |
| NFLX Netflix Inc. | 1.00% | 3,232 | $3.0M | Add +9.0% |
| CSCO Cisco Systems Inc. | 0.94% | 45,948 | $2.8M | Add +0.0% |
| NEE Nextera Energy Inc. | 0.86% | 36,686 | $2.6M | Reduce -1.1% |
| GS Goldman Sachs Group Inc. | 0.85% | 4,709 | $2.6M | Add +24.8% |
| CB Chubb Ltd. | 0.85% | 8,471 | $2.6M | Add +0.4% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.80% | 74,187 | $2.4M | Add +1.6% |
| HWM Howmet Aerospace Inc. | 0.78% | 18,171 | $2.4M | Add +4.2% |
| COST Costco Wholesale Corp. | 0.74% | 2,361 | $2.2M | Reduce -13.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.73% | 8,912 | $2.2M | Reduce -4.5% |
| LLY Eli Lilly & Co. | 0.73% | 2,683 | $2.2M | Add +9.0% |
| QCOM Qualcomm Inc. | 0.71% | 13,910 | $2.1M | Add +14.7% |
| CL Colgate-Palmolive Co. | 0.69% | 22,316 | $2.1M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.69% | 17,040 | $2.1M | Reduce -1.4% |
| AMGN Amgen Inc. | 0.68% | 6,574 | $2.0M | New |
| SYF Synchrony Financial | 0.66% | 37,926 | $2.0M | Reduce -12.2% |
| DAL Delta Air Lines Inc. | 0.64% | 44,237 | $1.9M | Add +1.3% |
| ADBE Adobe Inc. | 0.60% | 4,744 | $1.8M | Add +133.8% |
| BLK BlackRock Inc. | 0.60% | 1,920 | $1.8M | Add +184.4% |
| PHM Pultegroup Inc. | 0.58% | 17,065 | $1.8M | Reduce -28.7% |
| KR Kroger Co. | 0.55% | 24,743 | $1.7M | Reduce -36.9% |
| CBRE CBRE Group Inc. Class A | 0.55% | 12,767 | $1.7M | Add +2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.54% | 3,095 | $1.6M | New |
| C Citigroup Inc. | 0.54% | 23,003 | $1.6M | Reduce -3.2% |
| EBAY eBay Inc. | 0.53% | 23,560 | $1.6M | Add +1.3% |
| T AT&T Inc. | 0.52% | 55,701 | $1.6M | Reduce -4.8% |
| AMP Ameriprise Financial Inc. | 0.48% | 3,021 | $1.5M | New |
| HHH Howard Hughes Holdings Inc. | 0.46% | 18,934 | $1.4M | Reduce -0.8% |
| WFC Wells Fargo & Co. | 0.46% | 19,481 | $1.4M | Add +45.4% |
| PM Philip Morris International | 0.46% | 8,732 | $1.4M | Reduce -52.8% |
| MET Metlife Inc. | 0.44% | 16,683 | $1.3M | Add +2.4% |
| RTX RTX Corp. | 0.44% | 9,958 | $1.3M | Reduce -0.7% |
| OHI Omega Healthcare Investors | 0.42% | 33,730 | $1.3M | Reduce -1.3% |
| UGI Ugi Corp. | 0.40% | 36,969 | $1.2M | Reduce -0.6% |
| AMT American Tower Corp. | 0.40% | 5,552 | $1.2M | Add +9.0% |
| CVX Chevron Corp. | 0.40% | 7,147 | $1.2M | Reduce -4.4% |
| ZM Zoom Communications Inc. | 0.38% | 15,718 | $1.2M | Reduce -0.8% |
| EOG EOG Resources Inc. | 0.37% | 8,817 | $1.1M | Add +54.6% |
| TKO Tko Group Holdings Inc. | 0.36% | 7,140 | $1.1M | New |
| COR Cencora Inc. | 0.35% | 3,850 | $1.1M | Reduce -48.8% |
| EXPE Expedia Group Inc. | 0.33% | 6,007 | $1.0M | New |
| PH Parker Hannifin Corp. | 0.33% | 1,656 | $1.0M | Reduce -48.0% |
| GEHC GE Healthcare Technology | 0.33% | 12,392 | $1.0M | Add +9.0% |
| COP Conocophillips | 0.33% | 9,510 | $999K | Reduce -34.8% |
| CRH CRH PLC | 0.32% | 10,900 | $959K | Reduce -25.3% |
| USFD US Foods Holding Corp. | 0.32% | 14,584 | $955K | Reduce -46.0% |
| VZ Verizon Communications Inc. | 0.32% | 21,012 | $953K | Reduce -3.7% |
| ACGL Arch Capital Group Ltd. | 0.31% | 9,869 | $949K | Reduce -0.8% |
| ABT Abbott Laboratories | 0.31% | 7,062 | $937K | New |
| NOW ServiceNow Inc. | 0.31% | 1,164 | $927K | New |
| MRK Merck & Co. Inc. | 0.29% | 9,889 | $888K | Reduce -15.5% |
| APP AppLovin Corp. Class A | 0.29% | 3,332 | $883K | Reduce -30.9% |
| UBER Uber Technologies Inc. | 0.29% | 11,874 | $865K | Add +9.0% |
| UPS United Parcel Service Class B | 0.28% | 7,757 | $853K | Reduce -26.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.28% | 8,601 | $849K | Reduce -0.7% |
| FDX FedEx Corp. | 0.28% | 3,437 | $838K | New |
| HON Honeywell International Inc. | 0.28% | 3,944 | $835K | Reduce -21.7% |
| BLDR Builders Firstsource Inc. | 0.27% | 6,560 | $820K | Reduce -7.6% |
| MGM MGM Resorts International | 0.26% | 26,656 | $790K | Reduce -0.8% |
| ANET Arista Networks Inc. | 0.26% | 10,125 | $784K | New |
| EMR Emerson Electric Co. | 0.26% | 7,123 | $781K | Reduce -4.8% |
| PYPL PayPal Holdings Inc. | 0.23% | 10,743 | $701K | Reduce -0.7% |
| FISV Fiserv Inc. | 0.22% | 3,068 | $678K | Add +9.1% |
| STLD Steel Dynamics Inc. | 0.22% | 5,414 | $677K | Add +2.4% |
| OXY Occidental Petroleum Corp. | 0.21% | 12,966 | $640K | New |
| OKE Oneok Inc. | 0.20% | 6,223 | $617K | Reduce -8.9% |
| PFE Pfizer Inc. | 0.20% | 24,350 | $617K | Add +44.2% |
| AMD Advanced Micro Devices | 0.20% | 5,983 | $615K | Add +2.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.20% | 1,241 | $602K | New |
| WMS Advanced Drainage Systems Inc. | 0.19% | 5,386 | $585K | Reduce -0.4% |
| GEV GE Vernova Inc. | 0.19% | 1,914 | $584K | New |
| LKQ LKQ Corp. | 0.19% | 13,617 | $579K | Reduce -0.8% |
| NXPI NXP Semiconductors NV | 0.19% | 3,047 | $579K | Add +2.4% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -9.1% | 5.37% | −1.18 |
| AVGO Broadcom Inc. | Reduce -8.4% | 2.29% | −1.11 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.61 |
| HD Home Depot Inc. | Reduce -18.5% | 1.78% | −0.50 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.49 |
| JBL Jabil Inc. | Reduce -76.3% | 0.14% | −0.46 |
| CSX CSX Corp. | Reduce -72.2% | 0.16% | −0.46 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.39 |
| PH Parker Hannifin Corp. | Reduce -48.0% | 0.33% | −0.33 |
| CAT Caterpillar Inc. | Reduce -8.8% | 1.75% | −0.32 |
| GDDY GoDaddy Inc. Class A | Sold out | 0.00% | −0.30 |
| CTSH Cognizant Tech Solutions-A | Sold out | 0.00% | −0.28 |
| USFD US Foods Holding Corp. | Reduce -46.0% | 0.32% | −0.28 |
| PHM Pultegroup Inc. | Reduce -28.7% | 0.58% | −0.27 |
| PM Philip Morris International | Reduce -52.8% | 0.46% | −0.26 |
| WEC WEC Energy Group Inc. | Sold out | 0.00% | −0.26 |
| SYF Synchrony Financial | Reduce -12.2% | 0.66% | −0.25 |
| AMAT Applied Materials Inc. | Reduce -7.7% | 1.25% | −0.24 |
| KR Kroger Co. | Reduce -36.9% | 0.55% | −0.22 |
| APP AppLovin Corp. Class A | Reduce -30.9% | 0.29% | −0.21 |
| DLR Digital Realty Trust Inc. | Reduce -43.5% | 0.18% | −0.20 |
| COR Cencora Inc. | Reduce -48.8% | 0.35% | −0.19 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.17 |
| TGT Target Corp. | Reduce -60.7% | 0.08% | −0.17 |
| NVT Nvent Electric PLC | Sold out | 0.00% | −0.17 |
| PR Permian Resources Corp. Class A | Sold out | 0.00% | −0.16 |
| SO The Southern Co. | Sold out | 0.00% | −0.15 |
| UPS United Parcel Service Class B | Reduce -26.6% | 0.28% | −0.15 |
| HST Host Hotels & Resorts Inc. | Reduce -32.9% | 0.18% | −0.14 |
| COP Conocophillips | Reduce -34.8% | 0.33% | −0.14 |
| INGR Ingredion Inc. | Sold out | 0.00% | −0.13 |
| CRH CRH PLC | Reduce -25.3% | 0.32% | −0.12 |
| MCK McKesson Corp. | Sold out | 0.00% | −0.12 |
| HON Honeywell International Inc. | Reduce -21.7% | 0.28% | −0.09 |
| VST Vistra Corp. | Sold out | 0.00% | −0.09 |
| MRK Merck & Co. Inc. | Reduce -15.5% | 0.29% | −0.08 |
| COST Costco Wholesale Corp. | Reduce -13.9% | 0.74% | −0.08 |
| PYPL PayPal Holdings Inc. | Reduce -0.7% | 0.23% | −0.07 |
| CNC Centene Corp. | Reduce -25.9% | 0.19% | −0.06 |
| BLDR Builders Firstsource Inc. | Reduce -7.6% | 0.27% | −0.06 |
| EMR Emerson Electric Co. | Reduce -4.8% | 0.26% | −0.04 |
| MGM MGM Resorts International | Reduce -0.8% | 0.26% | −0.04 |
| ZM Zoom Communications Inc. | Reduce -0.8% | 0.38% | −0.04 |
| ETN Eaton Corp. PLC | Reduce -9.8% | 0.10% | −0.03 |
| DIS The Walt Disney Co. | Reduce -0.7% | 0.28% | −0.03 |
| EME Emcor Group Inc. | Reduce -3.2% | 0.13% | −0.03 |
| PNC PNC Financial Services Group | Reduce -8.9% | 0.17% | −0.03 |
| MCHP Microchip Technology Inc. | Reduce -0.7% | 0.14% | −0.02 |
| MS Morgan Stanley | Reduce -9.0% | 0.14% | −0.02 |
| LEN Lennar Corp. Class A | Reduce -0.8% | 0.13% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| CL Colgate-Palmolive Co. | New | 0.69% | +0.69 |
| AMGN Amgen Inc. | New | 0.68% | +0.68 |
| ABBV Abbvie Inc. | Add +11.1% | 2.65% | +0.66 |
| PGR Progressive Corp. | Add +5.9% | 2.88% | +0.62 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.54% | +0.54 |
| AXP American Express Co. | Add +44.2% | 2.03% | +0.50 |
| AMP Ameriprise Financial Inc. | New | 0.48% | +0.48 |
| GILD Gilead Sciences Inc. | Add +5.2% | 1.88% | +0.43 |
| V Visa Inc. Class A | Add +6.8% | 2.41% | +0.41 |
| BLK BlackRock Inc. | Add +184.4% | 0.60% | +0.38 |
| TKO Tko Group Holdings Inc. | New | 0.36% | +0.36 |
| KO The Coca-Cola Co. | Add +1.4% | 2.13% | +0.34 |
| EXPE Expedia Group Inc. | New | 0.33% | +0.33 |
| ABT Abbott Laboratories | New | 0.31% | +0.31 |
| ADBE Adobe Inc. | Add +133.8% | 0.60% | +0.31 |
| TSLA Tesla Inc. | Add +112.9% | 1.09% | +0.31 |
| NOW ServiceNow Inc. | New | 0.31% | +0.31 |
| UNH Unitedhealth Group Inc. | Add +17.3% | 1.46% | +0.28 |
| FDX FedEx Corp. | New | 0.28% | +0.28 |
| ANET Arista Networks Inc. | New | 0.26% | +0.26 |
| OXY Occidental Petroleum Corp. | New | 0.21% | +0.21 |
| XOM Exxon Mobil Corp. | Add +0.3% | 1.79% | +0.20 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.20% | +0.20 |
| GEV GE Vernova Inc. | New | 0.19% | +0.19 |
| CRM Salesforce Inc. | Add +43.2% | 1.31% | +0.19 |
| SGI Somnigroup International Inc. | New | 0.19% | +0.19 |
| PPC Pilgrim's Pride Corp. | New | 0.18% | +0.18 |
| TMUS T-Mobile US Inc. | New | 0.18% | +0.18 |
| HWM Howmet Aerospace Inc. | Add +4.2% | 0.78% | +0.16 |
| CHTR Charter Communications Inc. Class A | New | 0.16% | +0.16 |
| WFC Wells Fargo & Co. | Add +45.4% | 0.46% | +0.16 |
| SLGN Silgan Holdings Inc. | New | 0.16% | +0.16 |
| META Meta Platforms Inc. Class A | Add +3.9% | 3.92% | +0.16 |
| COKE Coca-Cola Consolidated Inc. | New | 0.15% | +0.15 |
| GS Goldman Sachs Group Inc. | Add +24.8% | 0.85% | +0.15 |
| EOG EOG Resources Inc. | Add +54.6% | 0.37% | +0.15 |
| BKR Baker Hughes Co. | New | 0.14% | +0.14 |
| NFLX Netflix Inc. | Add +9.0% | 1.00% | +0.14 |
| HPE Hewlett Packard Enterprise | New | 0.13% | +0.13 |
| LLY Eli Lilly & Co. | Add +9.0% | 0.73% | +0.12 |
| VICI Vici Properties Inc. | Add +1.6% | 0.80% | +0.11 |
| BAC Bank of America Corp. | Add +12.0% | 1.33% | +0.10 |
| QCOM Qualcomm Inc. | Add +14.7% | 0.71% | +0.10 |
| AMT American Tower Corp. | Add +9.0% | 0.40% | +0.10 |
| CB Chubb Ltd. | Add +0.4% | 0.85% | +0.09 |
| NRG NRG Energy Inc. | Add +0.3% | 1.02% | +0.08 |
| UBER Uber Technologies Inc. | Add +9.0% | 0.29% | +0.07 |
| EBAY eBay Inc. | Add +1.3% | 0.53% | +0.06 |
| PFE Pfizer Inc. | Add +44.2% | 0.20% | +0.06 |
| CSCO Cisco Systems Inc. | Add +0.0% | 0.94% | +0.05 |
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 |