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

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 $317.7M Q1 2026 Q2 2026: $365.8M Q2 2026

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%
SLB SLB Ltd. filed as SLB LIMITED 0.20% 12,257 $630K New
IBKR Interactive Brokers Gro Class A 0.20% 9,315 $625K Reduce -3.1%
CRH CRH PLC 0.19% 5,846 $615K Reduce -3.3%
AA Alcoa Corp. 0.19% 9,250 $614K New
MDT Medtronic PLC 0.19% 7,043 $610K New
PLTR Palantir Technologies Inc. Class A 0.19% 4,151 $607K Reduce -0.2%
HD Home Depot Inc. 0.19% 1,809 $595K Reduce -66.9%
OSK Oshkosh Corp. 0.19% 4,038 $594K Reduce -4.6%
MIDD Middleby Corp. 0.18% 4,394 $583K Reduce -2.8%
MS Morgan Stanley 0.18% 3,514 $578K Add +0.4%
DG Dollar General Corp. 0.18% 4,815 $572K Reduce -5.2%
CHWY Chewy Inc. Class A 0.17% 20,486 $553K New
ADT Adt Inc. 0.17% 83,633 $549K Reduce -3.3%
OKE Oneok Inc. 0.17% 5,896 $533K Add +0.3%
TD Toronto-Dominion Bank 0.16% 5,383 $502K Add +0.4%
FERG Ferguson Enterprises Inc. 0.16% 2,148 $501K New
WDC Western Digital Corp. 0.16% 1,826 $494K New
SN Sharkninja Inc. 0.15% 4,622 $489K Reduce -5.2%
APTV Aptiv PLC 0.15% 7,006 $486K Reduce -3.1%
DUK Duke Energy Corp. 0.15% 3,671 $481K Add +0.3%
ULTA Ulta Beauty Inc. 0.15% 907 $474K Reduce -1.3%
AMP Ameriprise Financial Inc. 0.15% 1,064 $473K Reduce -37.1%
OMC Omnicom Group 0.15% 6,270 $472K Reduce -3.0%
TFC Truist Financial Corp. 0.15% 10,112 $465K Add +0.6%
BEN Franklin Templeton Inc. 0.14% 19,290 $456K Add +0.6%
CEG Constellation Energy 0.14% 1,618 $452K New
CL Colgate-Palmolive Co. 0.14% 5,236 $446K Reduce -48.3%
VRSK Verisk Analytics Inc. 0.14% 2,310 $438K New
EMR Emerson Electric Co. 0.13% 3,236 $424K Reduce -0.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.13% 4,350 $419K Reduce -5.1%
CCL Carnival Corp. 0.13% 16,163 $418K New
ABT Abbott Laboratories 0.13% 3,960 $407K Reduce -39.3%
DHI D.R. Horton Inc. 0.13% 2,912 $400K Reduce -2.9%
TMUS T-Mobile US Inc. 0.12% 1,860 $391K Reduce -3.0%
M Macy's Inc. 0.12% 21,559 $390K Reduce -5.2%
CART Maplebear Inc. 0.11% 9,429 $353K Reduce -3.2%
ETN Eaton Corp. PLC 0.11% 986 $353K Reduce -0.4%
VZ Verizon Communications Inc. 0.10% 6,392 $321K Reduce -0.1%
TNL Travel + Leisure Co. 0.10% 4,581 $317K Reduce -2.7%
GEN Gen Digital Inc. 0.10% 16,585 $312K Reduce -3.1%
RIO Rio Tinto PLC-Spon ADR 0.09% 3,139 $293K Reduce -1.2%
G Genpact Ltd. 0.09% 7,400 $276K Reduce -69.5%
USB US Bancorp 0.08% 5,126 $267K Add +0.1%
TGT Target Corp. 0.08% 2,088 $253K No change
IP International Paper Co. 0.07% 6,628 $237K Reduce -0.1%
UPS United Parcel Service Class B 0.07% 2,234 $220K Add +0.0%
DLR Digital Realty Trust Inc. 0.06% 1,134 $204K New
KMB Kimberly-Clark Corp. 0.06% 2,083 $201K Add +0.2%

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

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