Wright Investors Service Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), Wright Investors Service Inc. reported 148 stock positions worth $317.7 million. Its top holding was Nvidia (NVDA) at 5.0% of the portfolio, followed by Apple (AAPL, 4.7%) and Microsoft (MSFT, 4.0%). Compared with Q4 2025, it opened 18 new positions, sold out of 17, added to 33 and reduced 96. The biggest buy was Chevron (CVX, shares +192%) and the biggest sale Progressive (PGR, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- SHELTON, CT
- CIK
- 0000108572
- Portfolio Value
- $317.7M (Q1 2026)
- SEC Filing
- 0001062993-26-002198 ↗ filed Apr 29, 2026
Holdings Value
Holdings 148 stocks · $317.7M
| NVDA Nvidia Corp. | 4.96% | 90,416 | $15.8M | Reduce -0.3% |
| AAPL Apple Inc. | 4.74% | 59,390 | $15.1M | Reduce -0.8% |
| MSFT Microsoft Corp. | 4.04% | 34,648 | $12.8M | Add +3.8% |
| AMZN Amazon.com Inc. | 3.47% | 52,921 | $11.0M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 3.38% | 37,301 | $10.7M | Reduce -13.3% |
| AVGO Broadcom Inc. | 3.15% | 32,313 | $10.0M | Reduce -13.0% |
| META Meta Platforms Inc. Class A | 2.70% | 15,009 | $8.6M | Reduce -8.0% |
| GILD Gilead Sciences Inc. | 2.47% | 56,272 | $7.8M | Reduce -1.7% |
| JPM JPMorgan Chase & Co. | 2.34% | 25,221 | $7.4M | Reduce -2.1% |
| CAT Caterpillar Inc. | 2.18% | 9,758 | $6.9M | Reduce -10.2% |
| SCHW Schwab (charles) Corp. | 2.12% | 71,784 | $6.7M | Add +17.5% |
| BMY Bristol-Myers Squibb Co. | 2.11% | 110,716 | $6.7M | Add +5.9% |
| XOM Exxon Mobil Corp. | 1.98% | 37,170 | $6.3M | Reduce -1.9% |
| AMAT Applied Materials Inc. | 1.69% | 15,671 | $5.4M | Reduce -8.8% |
| KO The Coca-Cola Co. | 1.52% | 63,642 | $4.8M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 1.50% | 16,656 | $4.8M | Reduce -21.0% |
| NRG NRG Energy Inc. | 1.48% | 32,241 | $4.7M | Add +26.2% |
| TSLA Tesla Inc. | 1.44% | 12,313 | $4.6M | Reduce -0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.42% | 92,688 | $4.5M | Reduce -2.2% |
| AXP American Express Co. | 1.34% | 14,034 | $4.2M | Reduce -15.6% |
| V Visa Inc. Class A | 1.31% | 13,731 | $4.2M | Add +0.1% |
| CVX Chevron Corp. | 1.28% | 19,614 | $4.1M | Add +191.9% |
| NEE Nextera Energy Inc. | 1.18% | 40,322 | $3.7M | Reduce -17.9% |
| PGR Progressive Corp. | 1.15% | 18,373 | $3.6M | Reduce -33.5% |
| GS Goldman Sachs Group Inc. | 1.14% | 4,290 | $3.6M | Reduce -2.9% |
| CSCO Cisco Systems Inc. | 1.13% | 46,420 | $3.6M | Reduce -0.4% |
| MRK Merck & Co. Inc. | 1.06% | 27,928 | $3.4M | Add +663.9% |
| WMT Walmart Inc. | 0.97% | 24,844 | $3.1M | Reduce -0.4% |
| AMGN Amgen Inc. | 0.92% | 8,347 | $2.9M | Reduce -1.1% |
| CMCSA Comcast Corp. Class A | 0.92% | 101,837 | $2.9M | Add +2.9% |
| ABBV Abbvie Inc. | 0.89% | 13,010 | $2.8M | Reduce -23.5% |
| DAL Delta Air Lines Inc. | 0.84% | 40,381 | $2.7M | Reduce -1.2% |
| LRCX Lam Research Corp. | 0.75% | 11,093 | $2.4M | Reduce -0.2% |
| EBAY eBay Inc. | 0.74% | 25,791 | $2.3M | Reduce -1.4% |
| LLY Eli Lilly & Co. | 0.73% | 2,521 | $2.3M | Reduce -9.1% |
| CRM Salesforce Inc. | 0.71% | 12,136 | $2.3M | Add +96.2% |
| BKR Baker Hughes Co. | 0.71% | 36,720 | $2.2M | Add +294.2% |
| ORCL Oracle Corp. | 0.68% | 14,703 | $2.2M | Reduce -0.4% |
| PFE Pfizer Inc. | 0.66% | 75,000 | $2.1M | Reduce -5.4% |
| SYF Synchrony Financial | 0.66% | 30,898 | $2.1M | Reduce -25.3% |
| COST Costco Wholesale Corp. | 0.65% | 2,077 | $2.1M | Reduce -0.5% |
| PHM Pultegroup Inc. | 0.65% | 17,507 | $2.1M | Reduce -0.5% |
| NTAP Netapp Inc. | 0.65% | 20,067 | $2.1M | Reduce -1.5% |
| EXPE Expedia Group Inc. | 0.64% | 8,805 | $2.0M | Add +35.9% |
| BA The Boeing Co. | 0.63% | 10,075 | $2.0M | Add +36.1% |
| RTX RTX Corp. | 0.63% | 10,323 | $2.0M | Add +9.8% |
| T AT&T Inc. | 0.62% | 68,017 | $2.0M | Add +49.5% |
| KR Kroger Co. | 0.61% | 26,692 | $1.9M | Reduce -5.4% |
| APH Amphenol Corp. Class A | 0.60% | 15,094 | $1.9M | Add +147.8% |
| WFC Wells Fargo & Co. | 0.60% | 23,915 | $1.9M | Reduce -3.5% |
| C Citigroup Inc. | 0.59% | 16,497 | $1.9M | Reduce -1.7% |
| BLK BlackRock Inc. | 0.58% | 1,928 | $1.9M | Reduce -0.3% |
| FCX Freeport-McMoran Inc. | 0.57% | 30,674 | $1.8M | Reduce -3.2% |
| UNH Unitedhealth Group Inc. | 0.56% | 6,633 | $1.8M | Reduce -45.1% |
| VLO Valero Energy Corp. | 0.55% | 7,020 | $1.7M | Reduce -4.2% |
| ANET Arista Networks Inc. | 0.54% | 14,022 | $1.7M | Reduce -0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.52% | 10,437 | $1.7M | Reduce -1.2% |
| CB Chubb Ltd. | 0.50% | 4,877 | $1.6M | Reduce -1.0% |
| STLD Steel Dynamics Inc. | 0.49% | 8,607 | $1.5M | Add +54.9% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.47% | 55,055 | $1.5M | Reduce -3.2% |
| VRT Vertiv Holdings Co. Class A | 0.47% | 5,994 | $1.5M | Add +11.9% |
| CI The Cigna Group | 0.47% | 5,627 | $1.5M | Reduce -2.3% |
| PEP Pepsico Inc. | 0.47% | 9,574 | $1.5M | Reduce -2.9% |
| USFD US Foods Holding Corp. | 0.45% | 15,515 | $1.4M | Add +15.6% |
| NFLX Netflix Inc. | 0.45% | 14,783 | $1.4M | Reduce -22.6% |
| MLI Mueller Industries Inc. | 0.43% | 12,381 | $1.4M | Add +95.2% |
| PM Philip Morris International | 0.43% | 8,281 | $1.4M | Add +0.5% |
| GEV GE Vernova Inc. | 0.42% | 1,545 | $1.3M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.42% | 5,478 | $1.3M | Reduce -35.0% |
| COP Conocophillips | 0.41% | 9,749 | $1.3M | Reduce -0.4% |
| PANW Palo Alto Networks Inc. | 0.40% | 7,984 | $1.3M | Reduce -0.2% |
| QCOM Qualcomm Inc. | 0.39% | 9,571 | $1.2M | Reduce -1.8% |
| JBL Jabil Inc. | 0.38% | 4,593 | $1.2M | Reduce -31.7% |
| OHI Omega Healthcare Investors | 0.38% | 27,585 | $1.2M | Reduce -1.8% |
| MTZ Mastec Inc. | 0.37% | 3,648 | $1.2M | Reduce -4.5% |
| LMT Lockheed Martin Corp. | 0.33% | 1,742 | $1.1M | Add +193.3% |
| PNC PNC Financial Services Group | 0.33% | 5,045 | $1.0M | Add +83.3% |
| UBER Uber Technologies Inc. | 0.32% | 14,351 | $1.0M | Reduce -0.2% |
| MU Micron Technology Inc. | 0.32% | 3,044 | $1.0M | Reduce -24.4% |
| AMD Advanced Micro Devices | 0.32% | 4,955 | $1.0M | Add +157.3% |
| ACN Accenture PLC Class A | 0.31% | 5,005 | $992K | Reduce -42.3% |
| PINS Pinterest Inc. Class A | 0.31% | 53,854 | $988K | New |
| APP AppLovin Corp. Class A | 0.31% | 2,445 | $973K | Reduce -0.2% |
| NXPI NXP Semiconductors NV | 0.30% | 4,914 | $967K | Reduce -0.0% |
| COR Cencora Inc. | 0.28% | 2,851 | $896K | Reduce -0.2% |
| MGM MGM Resorts International | 0.28% | 24,180 | $895K | Reduce -3.1% |
| ROST Ross Stores Inc. | 0.27% | 3,979 | $862K | New |
| CSL Carlisle Cos Inc. | 0.27% | 2,581 | $861K | New |
| ABNB Airbnb Inc. Class A | 0.27% | 6,723 | $849K | New |
| GEHC GE Healthcare Technology | 0.27% | 11,869 | $845K | Reduce -2.9% |
| CBRE CBRE Group Inc. Class A | 0.27% | 6,215 | $842K | Reduce -34.2% |
| SPG Simon Property Group Inc. | 0.26% | 4,450 | $830K | New |
| ST Sensata Technologies Holdplc | 0.26% | 23,247 | $819K | New |
| OXY Occidental Petroleum Corp. | 0.24% | 11,802 | $767K | Reduce -2.9% |
| CHRW C.H. Robinson Worldwide Inc. | 0.24% | 4,578 | $760K | Reduce -3.0% |
| FLEX Flex Ltd. filed as FLEXTRONICS INTL LTD | 0.22% | 10,479 | $686K | Reduce -7.1% |
| CSX CSX Corp. | 0.22% | 16,687 | $685K | Reduce -0.4% |
| BP BP PLC-Spons ADR | 0.21% | 14,363 | $675K | Add +0.5% |
| ROP Roper Technologies Inc. | 0.20% | 1,841 | $651K | New |
| HST Host Hotels & Resorts Inc. | 0.20% | 33,607 | $644K | Reduce -3.2% |
Portfolio Sells Q4 2025 → Q1 2026
| PGR Progressive Corp. | Reduce -33.5% | 1.15% | −0.74 |
| AVGO Broadcom Inc. | Reduce -13.0% | 3.15% | −0.71 |
| GOOGL Alphabet Inc. Class A | Reduce -13.3% | 3.38% | −0.66 |
| UNH Unitedhealth Group Inc. | Reduce -45.1% | 0.56% | −0.63 |
| META Meta Platforms Inc. Class A | Reduce -8.0% | 2.70% | −0.53 |
| AXP American Express Co. | Reduce -15.6% | 1.34% | −0.51 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.49 |
| GOOG Alphabet Inc. Class C | Reduce -21.0% | 1.50% | −0.48 |
| ZM Zoom Communications Inc. | Sold out | 0.00% | −0.40 |
| ACN Accenture PLC Class A | Reduce -42.3% | 0.31% | −0.39 |
| HD Home Depot Inc. | Reduce -66.9% | 0.19% | −0.38 |
| SYF Synchrony Financial | Reduce -25.3% | 0.66% | −0.37 |
| TKO Tko Group Holdings Inc. | Sold out | 0.00% | −0.34 |
| IBM Intl Business Machines Corp. | Reduce -35.0% | 0.42% | −0.33 |
| ABBV Abbvie Inc. | Reduce -23.5% | 0.89% | −0.28 |
| G Genpact Ltd. | Reduce -69.5% | 0.09% | −0.25 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.23 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 3.47% | −0.23 |
| TSLA Tesla Inc. | Reduce -0.3% | 1.44% | −0.23 |
| CBRE CBRE Group Inc. Class A | Reduce -34.2% | 0.27% | −0.19 |
| APP AppLovin Corp. Class A | Reduce -0.2% | 0.31% | −0.19 |
| BJ Bj's Wholesale Club Holdings | Sold out | 0.00% | −0.18 |
| ORCL Oracle Corp. | Reduce -0.4% | 0.68% | −0.18 |
| FIVE Five Below | Sold out | 0.00% | −0.18 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.18 |
| NYT New York Times Co. Class A | Sold out | 0.00% | −0.17 |
| EME Emcor Group Inc. | Sold out | 0.00% | −0.17 |
| LLY Eli Lilly & Co. | Reduce -9.1% | 0.73% | −0.17 |
| JPM JPMorgan Chase & Co. | Reduce -2.1% | 2.34% | −0.16 |
| AMH American Homes 4 Rent- A | Sold out | 0.00% | −0.15 |
| UGI Ugi Corp. | Sold out | 0.00% | −0.15 |
| GNRC Generac Holdings Inc. | Sold out | 0.00% | −0.15 |
| AAPL Apple Inc. | Reduce -0.8% | 4.74% | −0.14 |
| AGCO Agco Corp. | Sold out | 0.00% | −0.14 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.14 |
| BAC Bank of America Corp. | Reduce -2.2% | 1.42% | −0.14 |
| ABT Abbott Laboratories | Reduce -39.3% | 0.13% | −0.12 |
| NVDA Nvidia Corp. | Reduce -0.3% | 4.96% | −0.12 |
| QCOM Qualcomm Inc. | Reduce -1.8% | 0.39% | −0.11 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.11 |
| ACGL Arch Capital Group Ltd. | Sold out | 0.00% | −0.11 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.10 |
| AMP Ameriprise Financial Inc. | Reduce -37.1% | 0.15% | −0.10 |
| CL Colgate-Palmolive Co. | Reduce -48.3% | 0.14% | −0.10 |
| WFC Wells Fargo & Co. | Reduce -3.5% | 0.60% | −0.09 |
| NFLX Netflix Inc. | Reduce -22.6% | 0.45% | −0.09 |
| JBL Jabil Inc. | Reduce -31.7% | 0.38% | −0.08 |
| GEN Gen Digital Inc. | Reduce -3.1% | 0.10% | −0.04 |
| PANW Palo Alto Networks Inc. | Reduce -0.2% | 0.40% | −0.04 |
| BLK BlackRock Inc. | Reduce -0.3% | 0.58% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| CVX Chevron Corp. | Add +191.9% | 1.28% | +0.97 |
| MRK Merck & Co. Inc. | Add +663.9% | 1.06% | +0.94 |
| BKR Baker Hughes Co. | Add +294.2% | 0.71% | +0.58 |
| GEV GE Vernova Inc. | New | 0.42% | +0.42 |
| BMY Bristol-Myers Squibb Co. | Add +5.9% | 2.11% | +0.42 |
| APH Amphenol Corp. Class A | Add +147.8% | 0.60% | +0.35 |
| PINS Pinterest Inc. Class A | New | 0.31% | +0.31 |
| SCHW Schwab (charles) Corp. | Add +17.5% | 2.12% | +0.29 |
| T AT&T Inc. | Add +49.5% | 0.62% | +0.28 |
| ROST Ross Stores Inc. | New | 0.27% | +0.27 |
| CSL Carlisle Cos Inc. | New | 0.27% | +0.27 |
| ABNB Airbnb Inc. Class A | New | 0.27% | +0.27 |
| NRG NRG Energy Inc. | Add +26.2% | 1.48% | +0.26 |
| SPG Simon Property Group Inc. | New | 0.26% | +0.26 |
| ST Sensata Technologies Holdplc | New | 0.26% | +0.26 |
| LMT Lockheed Martin Corp. | Add +193.3% | 0.33% | +0.25 |
| CRM Salesforce Inc. | Add +96.2% | 0.71% | +0.22 |
| MLI Mueller Industries Inc. | Add +95.2% | 0.43% | +0.21 |
| VRT Vertiv Holdings Co. Class A | Add +11.9% | 0.47% | +0.21 |
| ROP Roper Technologies Inc. | New | 0.20% | +0.20 |
| STLD Steel Dynamics Inc. | Add +54.9% | 0.49% | +0.20 |
| SLB SLB Ltd. | New | 0.20% | +0.20 |
| AMD Advanced Micro Devices | Add +157.3% | 0.32% | +0.19 |
| AA Alcoa Corp. | New | 0.19% | +0.19 |
| MDT Medtronic PLC | New | 0.19% | +0.19 |
| CHWY Chewy Inc. Class A | New | 0.17% | +0.17 |
| PNC PNC Financial Services Group | Add +83.3% | 0.33% | +0.16 |
| FERG Ferguson Enterprises Inc. | New | 0.16% | +0.16 |
| WDC Western Digital Corp. | New | 0.16% | +0.16 |
| BA The Boeing Co. | Add +36.1% | 0.63% | +0.15 |
| USFD US Foods Holding Corp. | Add +15.6% | 0.45% | +0.15 |
| CEG Constellation Energy | New | 0.14% | +0.14 |
| VRSK Verisk Analytics Inc. | New | 0.14% | +0.14 |
| CCL Carnival Corp. | New | 0.13% | +0.13 |
| RTX RTX Corp. | Add +9.8% | 0.63% | +0.11 |
| EXPE Expedia Group Inc. | Add +35.9% | 0.64% | +0.09 |
| DLR Digital Realty Trust Inc. | New | 0.06% | +0.06 |
| BP BP PLC-Spons ADR | Add +0.5% | 0.21% | +0.06 |
| OKE Oneok Inc. | Add +0.3% | 0.17% | +0.04 |
| PM Philip Morris International | Add +0.5% | 0.43% | +0.03 |
| CMCSA Comcast Corp. Class A | Add +2.9% | 0.92% | +0.03 |
| DUK Duke Energy Corp. | Add +0.3% | 0.15% | +0.02 |
| TD Toronto-Dominion Bank | Add +0.4% | 0.16% | +0.01 |
| BEN Franklin Templeton Inc. | Add +0.6% | 0.14% | +0.01 |
| UPS United Parcel Service Class B | Add +0.0% | 0.07% | +0.00 |
| USB US Bancorp | Add +0.1% | 0.08% | +0.00 |
| KMB Kimberly-Clark Corp. | Add +0.2% | 0.06% | +0.00 |
| TFC Truist Financial Corp. | Add +0.6% | 0.15% | −0.00 |
| MS Morgan Stanley | Add +0.4% | 0.18% | −0.00 |
| V Visa Inc. Class A | Add +0.1% | 1.31% | −0.14 |
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 |