Wright Investors Service Inc.

Name: WRIGHT INVESTORS SERVICE INC 13F holdings, Q2 2026
Creator: WRIGHT INVESTORS SERVICE INC
Published: 2026-08-05

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Wright Investors Service Inc. reported 148 stock positions worth $365.8 million. Its top holding was Nvidia (NVDA) at 4.9% of the portfolio, followed by Apple (AAPL, 4.7%) and Microsoft (MSFT, 3.8%). Compared with Q1 2026, it opened 14 new positions, sold out of 14, added to 21 and reduced 113. The biggest buy was Micron Technology (MU, shares +168%) and the biggest sale Bristol-Myers Squibb (BMY, shares −35%).

Most Recent 13F: Q2 2026
Location: SHELTON, CT
CIK: 0000108572
Portfolio Value: $365.8M (Q2 2026)
SEC Filing: 0001062993-26-004028 ↗ filed Aug 5, 2026

Holdings Value

Holdings 148 stocks · $365.8M


NVDA Nvidia Corp.	4.92%	89,905	$18.0M	Reduce -0.6%
AAPL Apple Inc.	4.67%	59,061	$17.1M	Reduce -0.6%
MSFT Microsoft Corp.	3.78%	37,028	$13.8M	Add +6.9%
GOOGL Alphabet Inc. Class A	3.55%	36,381	$13.0M	Reduce -2.5%
AMZN Amazon.com Inc.	3.42%	52,495	$12.5M	Reduce -0.8%
AMAT Applied Materials Inc.	3.18%	16,070	$11.6M	Add +2.5%
AVGO Broadcom Inc.	3.05%	29,538	$11.2M	Reduce -8.6%
META Meta Platforms Inc. Class A	2.58%	16,736	$9.4M	Add +11.5%
MU Micron Technology Inc.	2.57%	8,152	$9.4M	Add +167.8%
CAT Caterpillar Inc.	2.30%	7,895	$8.4M	Reduce -19.1%
JPM JPMorgan Chase & Co.	2.22%	24,858	$8.1M	Reduce -1.4%
GILD Gilead Sciences Inc.	1.92%	55,467	$7.0M	Reduce -1.4%
SCHW Schwab (charles) Corp.	1.88%	74,625	$6.9M	Add +4.0%
LRCX Lam Research Corp.	1.61%	13,574	$5.9M	Add +22.4%
GOOG Alphabet Inc. Class C	1.58%	16,402	$5.8M	Reduce -1.5%
TSLA Tesla Inc.	1.52%	13,259	$5.6M	Add +7.7%
CSCO Cisco Systems Inc.	1.46%	45,328	$5.3M	Reduce -2.4%
BAC Bank of America Corp.	1.43%	91,699	$5.2M	Reduce -1.1%
V Visa Inc. Class A	1.42%	15,175	$5.2M	Add +10.5%
XOM Exxon Mobil Corp.	1.37%	36,749	$5.0M	Reduce -1.1%
AXP American Express Co.	1.29%	13,905	$4.7M	Reduce -0.9%
GS Goldman Sachs Group Inc.	1.18%	4,264	$4.3M	Reduce -0.6%
BMY Bristol-Myers Squibb Co.	1.14%	72,470	$4.2M	Reduce -34.5%
AMD Advanced Micro Devices	1.12%	7,082	$4.1M	Add +42.9%
KO The Coca-Cola Co.	1.11%	50,097	$4.1M	Reduce -21.3%
PGR Progressive Corp.	1.08%	18,130	$4.0M	Reduce -1.3%
NRG NRG Energy Inc.	1.04%	26,121	$3.8M	Reduce -19.0%
DAL Delta Air Lines Inc.	1.02%	39,833	$3.7M	Reduce -1.4%
EXPE Expedia Group Inc.	1.01%	14,369	$3.7M	Add +63.2%
MRK Merck & Co. Inc.	0.96%	27,422	$3.5M	Reduce -1.8%
NEE Nextera Energy Inc.	0.95%	39,712	$3.5M	Reduce -1.5%
UNH Unitedhealth Group Inc.	0.91%	8,039	$3.3M	Add +21.2%
ABBV Abbvie Inc.	0.88%	12,739	$3.2M	Reduce -2.1%
NTAP Netapp Inc.	0.85%	19,992	$3.1M	Reduce -0.4%
LLY Eli Lilly & Co.	0.83%	2,517	$3.0M	Reduce -0.2%
CVX Chevron Corp.	0.81%	17,868	$3.0M	Reduce -8.9%
EBAY eBay Inc.	0.78%	25,472	$2.8M	Reduce -1.2%
C Citigroup Inc.	0.77%	20,244	$2.8M	Add +22.7%
WMT Walmart Inc.	0.76%	24,511	$2.8M	Reduce -1.3%
CI The Cigna Group	0.75%	9,997	$2.8M	Add +77.7%
PANW Palo Alto Networks Inc.	0.74%	7,973	$2.7M	Reduce -0.1%
APH Amphenol Corp. Class A	0.72%	14,940	$2.6M	Reduce -1.0%
AMGN Amgen Inc.	0.70%	7,030	$2.5M	Reduce -15.8%
OMC Omnicom Group	0.67%	33,512	$2.4M	Add +434.5%
ANET Arista Networks Inc.	0.65%	14,003	$2.4M	Reduce -0.1%
PHM Pultegroup Inc.	0.65%	17,219	$2.4M	Reduce -1.6%
ORCL Oracle Corp.	0.65%	16,118	$2.4M	Add +9.6%
SYF Synchrony Financial	0.63%	30,466	$2.3M	Reduce -1.4%
BA The Boeing Co.	0.59%	10,026	$2.2M	Reduce -0.5%
STLD Steel Dynamics Inc.	0.53%	8,497	$1.9M	Reduce -1.3%
RTX RTX Corp.	0.53%	10,262	$1.9M	Reduce -0.6%
CMCSA Comcast Corp. Class A	0.53%	78,965	$1.9M	Reduce -22.5%
COST Costco Wholesale Corp.	0.52%	2,052	$1.9M	Reduce -1.2%
KLAC KLA Corp.	0.52%	6,360	$1.9M	New
FCX Freeport-McMoran Inc.	0.52%	30,487	$1.9M	Reduce -0.6%
GEV GE Vernova Inc.	0.50%	1,542	$1.8M	Reduce -0.2%
VLO Valero Energy Corp.	0.49%	6,896	$1.8M	Reduce -1.8%
QCOM Qualcomm Inc.	0.48%	9,473	$1.8M	Reduce -1.0%
BKR Baker Hughes Co.	0.47%	31,289	$1.7M	Reduce -14.8%
CB Chubb Ltd.	0.45%	4,815	$1.6M	Reduce -1.3%
CVS CVS Health Corp.	0.44%	15,707	$1.6M	New
FLEX Flex Ltd.	0.44%	9,969	$1.6M	Reduce -4.9%
USFD US Foods Holding Corp.	0.43%	15,381	$1.6M	Reduce -0.9%
PLD Prologis Inc.	0.42%	11,471	$1.6M	New
WDC Western Digital Corp.	0.42%	2,388	$1.5M	Add +30.8%
MLI Mueller Industries Inc.	0.41%	12,137	$1.5M	Reduce -2.0%
KR Kroger Co.	0.40%	26,530	$1.5M	Reduce -0.6%
VICI Vici Properties Inc. filed as VICI PPTYS INC	0.40%	54,719	$1.5M	Reduce -0.6%
PM Philip Morris International	0.39%	7,801	$1.4M	Reduce -5.8%
CRWD CrowdStrike Holdings Inc. Class A	0.38%	1,821	$1.4M	New
T AT&T Inc.	0.38%	66,278	$1.4M	Reduce -2.6%
IBKR Interactive Brokers Gro Class A	0.37%	15,482	$1.3M	Add +66.2%
VRT Vertiv Holdings Co. Class A	0.36%	3,934	$1.3M	Reduce -34.4%
PEP Pepsico Inc.	0.35%	9,515	$1.3M	Reduce -0.6%
OHI Omega Healthcare Investors	0.35%	26,780	$1.3M	Reduce -2.9%
WFC Wells Fargo & Co.	0.34%	14,886	$1.2M	Reduce -37.8%
PNC PNC Financial Services Group	0.33%	4,871	$1.2M	Reduce -3.5%
JBL Jabil Inc.	0.32%	3,049	$1.2M	Reduce -33.6%
VRSK Verisk Analytics Inc.	0.32%	6,427	$1.2M	Add +178.2%
MGM MGM Resorts International	0.31%	24,033	$1.1M	Reduce -0.6%
ST Sensata Technologies Holdplc	0.31%	23,652	$1.1M	Add +1.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.31%	7,445	$1.1M	Reduce -28.7%
PINS Pinterest Inc. Class A	0.31%	53,589	$1.1M	Reduce -0.5%
NET Cloudflare Inc. Class A	0.31%	4,561	$1.1M	New
NFLX Netflix Inc.	0.29%	14,763	$1.1M	Reduce -0.1%
UBER Uber Technologies Inc.	0.28%	14,330	$1.0M	Reduce -0.1%
COP Conocophillips	0.27%	9,588	$997K	Reduce -1.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.27%	3,503	$985K	Reduce -36.0%
ABNB Airbnb Inc. Class A	0.26%	6,714	$961K	Reduce -0.1%
LMT Lockheed Martin Corp.	0.24%	1,699	$866K	Reduce -2.5%
CHRW C.H. Robinson Worldwide Inc.	0.23%	4,550	$857K	Reduce -0.6%
APP AppLovin Corp. Class A	0.23%	1,622	$836K	Reduce -33.7%
CBRE CBRE Group Inc. Class A	0.23%	6,111	$823K	Reduce -1.7%
PFE Pfizer Inc.	0.22%	33,944	$817K	Reduce -54.7%
HST Host Hotels & Resorts Inc.	0.22%	33,399	$792K	Reduce -0.6%
DAR Darling Ingredients Inc.	0.22%	14,495	$792K	New
GEHC GE Healthcare Technology	0.21%	11,798	$755K	Reduce -0.6%
MIDD Middleby Corp.	0.20%	4,355	$749K	Reduce -0.9%
NXPI NXP Semiconductors NV	0.20%	2,550	$717K	Reduce -48.1%
SN Sharkninja Inc.	0.19%	4,607	$702K	Reduce -0.3%
MS Morgan Stanley	0.19%	3,300	$690K	Reduce -6.1%
SSD Simpson Manufacturing Co. Inc.	0.19%	3,278	$686K	New
CART Maplebear Inc.	0.19%	14,322	$678K	Add +51.9%
IVZ Invesco Ltd.	0.19%	25,679	$678K	New
CNC Centene Corp.	0.18%	10,119	$650K	New
ECG Everus Construction Group	0.17%	3,826	$635K	New
OSK Oshkosh Corp.	0.17%	4,016	$616K	Reduce -0.5%
TD Toronto-Dominion Bank	0.17%	5,060	$614K	Reduce -6.0%
AGCO Agco Corp.	0.17%	5,087	$609K	New
CRM Salesforce Inc.	0.17%	3,885	$609K	Reduce -68.0%
BEN Franklin Templeton Inc.	0.17%	18,234	$607K	Reduce -5.5%
RPRX Royalty Pharma PLC Class A	0.16%	10,749	$603K	New
HD Home Depot Inc.	0.16%	1,698	$599K	Reduce -6.1%
SPG Simon Property Group Inc.	0.16%	2,588	$579K	Reduce -41.8%
OXY Occidental Petroleum Corp.	0.16%	11,733	$570K	Reduce -0.6%
DG Dollar General Corp.	0.15%	4,802	$553K	Reduce -0.3%
MDT Medtronic PLC	0.15%	7,000	$548K	Reduce -0.6%
ADT Adt Inc.	0.15%	83,113	$540K	Reduce -0.6%
ROST Ross Stores Inc.	0.15%	2,503	$533K	Reduce -37.1%
NXST Nexstar Media Group Inc.	0.14%	2,948	$526K	New
BLK BlackRock Inc.	0.14%	546	$525K	Reduce -71.7%
BP BP PLC-Spons ADR	0.14%	13,560	$501K	Reduce -5.6%
PLTR Palantir Technologies Inc. Class A	0.13%	4,144	$483K	Reduce -0.2%
OKE Oneok Inc.	0.13%	5,560	$483K	Reduce -5.7%
CL Colgate-Palmolive Co.	0.13%	5,221	$479K	Reduce -0.3%
AA Alcoa Corp.	0.13%	9,166	$478K	Reduce -0.9%
TFC Truist Financial Corp.	0.13%	9,521	$474K	Reduce -5.8%
DHI D.R. Horton Inc.	0.13%	2,902	$473K	Reduce -0.3%
NOW ServiceNow Inc.	0.12%	4,601	$457K	New
DUK Duke Energy Corp.	0.12%	3,455	$437K	Reduce -5.9%
CSL Carlisle Cos Inc.	0.12%	1,203	$436K	Reduce -53.4%
EMR Emerson Electric Co.	0.12%	3,034	$434K	Reduce -6.2%
APTV Aptiv PLC	0.12%	6,988	$429K	Reduce -0.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.11%	4,338	$418K	Reduce -0.3%
GEN Gen Digital Inc.	0.11%	16,543	$412K	Reduce -0.3%
CHWY Chewy Inc. Class A	0.11%	20,692	$407K	Add +1.0%
CEG Constellation Energy	0.11%	1,614	$401K	Reduce -0.3%
ETN Eaton Corp. PLC	0.11%	924	$394K	Reduce -6.3%
TNL Travel + Leisure Co.	0.09%	4,284	$327K	Reduce -6.5%
USB US Bancorp	0.08%	4,806	$290K	Reduce -6.2%
RIO Rio Tinto PLC-Spon ADR	0.08%	2,916	$277K	Reduce -7.1%
TGT Target Corp.	0.07%	1,954	$255K	Reduce -6.4%
VZ Verizon Communications Inc.	0.07%	5,993	$254K	Reduce -6.2%
IP International Paper Co.	0.06%	6,212	$237K	Reduce -6.3%
ACN Accenture PLC Class A	0.06%	1,844	$229K	Reduce -63.2%
UPS United Parcel Service Class B	0.06%	2,095	$225K	Reduce -6.2%
KMB Kimberly-Clark Corp.	0.06%	1,946	$214K	Reduce -6.6%
G Genpact Ltd.	0.06%	7,335	$202K	Reduce -0.9%

Portfolio Sells Q1 2026 → Q2 2026


BMY Bristol-Myers Squibb Co.	Reduce -34.5%	1.14%	−0.97
XOM Exxon Mobil Corp.	Reduce -1.1%	1.37%	−0.61
GILD Gilead Sciences Inc.	Reduce -1.4%	1.92%	−0.55
CRM Salesforce Inc.	Reduce -68.0%	0.17%	−0.55
CVX Chevron Corp.	Reduce -8.9%	0.81%	−0.47
BLK BlackRock Inc.	Reduce -71.7%	0.14%	−0.44
NRG NRG Energy Inc.	Reduce -19.0%	1.04%	−0.44
PFE Pfizer Inc.	Reduce -54.7%	0.22%	−0.44
KO The Coca-Cola Co.	Reduce -21.3%	1.11%	−0.41
CMCSA Comcast Corp. Class A	Reduce -22.5%	0.53%	−0.39
MTZ Mastec Inc.	Sold out	0.00%	−0.37
COR Cencora Inc.	Sold out	0.00%	−0.28
WFC Wells Fargo & Co.	Reduce -37.8%	0.34%	−0.26
ACN Accenture PLC Class A	Reduce -63.2%	0.06%	−0.25
T AT&T Inc.	Reduce -2.6%	0.38%	−0.25
BKR Baker Hughes Co.	Reduce -14.8%	0.47%	−0.23
AMGN Amgen Inc.	Reduce -15.8%	0.70%	−0.23
NEE Nextera Energy Inc.	Reduce -1.5%	0.95%	−0.23
TJX TJX Companies Inc.	Reduce -28.7%	0.31%	−0.22
CSX CSX Corp.	Sold out	0.00%	−0.22
WMT Walmart Inc.	Reduce -1.3%	0.76%	−0.21
KR Kroger Co.	Reduce -0.6%	0.40%	−0.21
ROP Roper Technologies Inc.	Sold out	0.00%	−0.20
SLB SLB Ltd.	Sold out	0.00%	−0.20
CRH CRH PLC	Sold out	0.00%	−0.19
NFLX Netflix Inc.	Reduce -0.1%	0.29%	−0.16
FERG Ferguson Enterprises Inc.	Sold out	0.00%	−0.16
CSL Carlisle Cos Inc.	Reduce -53.4%	0.12%	−0.15
ULTA Ulta Beauty Inc.	Sold out	0.00%	−0.15
AMP Ameriprise Financial Inc.	Sold out	0.00%	−0.15
IBM Intl Business Machines Corp.	Reduce -36.0%	0.27%	−0.15
COP Conocophillips	Reduce -1.6%	0.27%	−0.13
CCL Carnival Corp.	Sold out	0.00%	−0.13
ABT Abbott Laboratories	Sold out	0.00%	−0.13
COST Costco Wholesale Corp.	Reduce -1.2%	0.52%	−0.13
ROST Ross Stores Inc.	Reduce -37.1%	0.15%	−0.13
TMUS T-Mobile US Inc.	Sold out	0.00%	−0.12
M Macy's Inc.	Sold out	0.00%	−0.12
PEP Pepsico Inc.	Reduce -0.6%	0.35%	−0.12
VRT Vertiv Holdings Co. Class A	Reduce -34.4%	0.36%	−0.11
JPM JPMorgan Chase & Co.	Reduce -1.4%	2.22%	−0.11
NXPI NXP Semiconductors NV	Reduce -48.1%	0.20%	−0.11
SPG Simon Property Group Inc.	Reduce -41.8%	0.16%	−0.10
AVGO Broadcom Inc.	Reduce -8.6%	3.05%	−0.10
LMT Lockheed Martin Corp.	Reduce -2.5%	0.24%	−0.09
RTX RTX Corp.	Reduce -0.6%	0.53%	−0.09
MRK Merck & Co. Inc.	Reduce -1.8%	0.96%	−0.09
OXY Occidental Petroleum Corp.	Reduce -0.6%	0.16%	−0.09
APP AppLovin Corp. Class A	Reduce -33.7%	0.23%	−0.08
VICI Vici Properties Inc.	Reduce -0.6%	0.40%	−0.08

Portfolio Buys Q1 2026 → Q2 2026


MU Micron Technology Inc.	Add +167.8%	2.57%	+2.25
AMAT Applied Materials Inc.	Add +2.5%	3.18%	+1.49
LRCX Lam Research Corp.	Add +22.4%	1.61%	+0.86
AMD Advanced Micro Devices	Add +42.9%	1.12%	+0.81
KLAC KLA Corp.	New	0.52%	+0.52
OMC Omnicom Group	Add +434.5%	0.67%	+0.52
CVS CVS Health Corp.	New	0.44%	+0.44
PLD Prologis Inc.	New	0.42%	+0.42
CRWD CrowdStrike Holdings Inc. Class A	New	0.38%	+0.38
EXPE Expedia Group Inc.	Add +63.2%	1.01%	+0.37
UNH Unitedhealth Group Inc.	Add +21.2%	0.91%	+0.35
NET Cloudflare Inc. Class A	New	0.31%	+0.31
CI The Cigna Group	Add +77.7%	0.75%	+0.28
WDC Western Digital Corp.	Add +30.8%	0.42%	+0.26
DAR Darling Ingredients Inc.	New	0.22%	+0.22
SSD Simpson Manufacturing Co. Inc.	New	0.19%	+0.19
C Citigroup Inc.	Add +22.7%	0.77%	+0.19
IVZ Invesco Ltd.	New	0.19%	+0.19
CNC Centene Corp.	New	0.18%	+0.18
VRSK Verisk Analytics Inc.	Add +178.2%	0.32%	+0.18
ECG Everus Construction Group	New	0.17%	+0.17
IBKR Interactive Brokers Gro Class A	Add +66.2%	0.37%	+0.17
AGCO Agco Corp.	New	0.17%	+0.17
RPRX Royalty Pharma PLC Class A	New	0.16%	+0.16
NXST Nexstar Media Group Inc.	New	0.14%	+0.14
NOW ServiceNow Inc.	New	0.12%	+0.12
V Visa Inc. Class A	Add +10.5%	1.42%	+0.12
TSLA Tesla Inc.	Add +7.7%	1.52%	+0.08
CART Maplebear Inc.	Add +51.9%	0.19%	+0.07
ST Sensata Technologies Holdplc	Add +1.7%	0.31%	+0.05
ORCL Oracle Corp.	Add +9.6%	0.65%	−0.04
CHWY Chewy Inc. Class A	Add +1.0%	0.11%	−0.06
META Meta Platforms Inc. Class A	Add +11.5%	2.58%	−0.13
SCHW Schwab (charles) Corp.	Add +4.0%	1.88%	−0.24
MSFT Microsoft Corp.	Add +6.9%	3.78%	−0.26

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