Wright Investors Service Inc Portfolio Stock Holdings
According to the SEC 13F filed on November 2, 2026, Wright Investors Service Inc disclosed 145 stock positions valued at approximately $362.89M as of quarter-end September 30, 2026. The largest holdings include MICROSOFT CORP, APPLE INC, and NVIDIA CORPORATION.
- Report Period
- September 30, 2026
- No. of Stocks
- 145
- Portfolio Value
- $362.89M
Holdings by Sector
Wright Investors Service Inc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 6.41% | 45,371 | +8,343 | +22.53% | $23,270,786 |
| APPLE INC | AAPL | Technology | 6.23% | 67,922 | +8,861 | +15.00% | $22,619,384 |
| NVIDIA CORPORATION | NVDA | Technology | 6.20% | 98,586 | +8,681 | +9.66% | $22,515,071 |
| ALPHABET INC | GOOGL | Communication Services | 3.96% | 41,785 | +5,404 | +14.85% | $14,377,383 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.86% | 56,255 | +3,760 | +7.16% | $14,015,933 |
| META PLATFORMS INC | META | Communication Services | 3.31% | 16,555 | -181 | -1.08% | $12,005,355 |
| BROADCOM INC | AVGO | Technology | 2.64% | 27,265 | -2,273 | -7.70% | $9,575,195 |
| MICRON TECHNOLOGY INC | MU | Technology | 2.35% | 8,023 | -129 | -1.58% | $8,545,378 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.21% | 24,239 | -619 | -2.49% | $8,018,988 |
| GILEAD SCIENCES INC | GILD | Healthcare | 2.13% | 51,968 | -3,499 | -6.31% | $7,745,830 |
| CHARLES SCHWAB CORP (THE) | SCHW | Financial Services | 1.99% | 73,816 | -809 | -1.08% | $7,214,776 |
| ALPHABET INC | GOOG | Communication Services | 1.54% | 16,437 | +35 | +0.21% | $5,600,743 |
| VISA INC | V | Financial Services | 1.50% | 15,185 | +10 | +0.07% | $5,456,426 |
| APPLIED MATLS INC | AMAT | Technology | 1.50% | 10,656 | -5,414 | -33.69% | $5,449,265 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 1.50% | 33,482 | -3,267 | -8.89% | $5,449,196 |
| TESLA INC | TSLA | Consumer Cyclical | 1.35% | 13,803 | +544 | +4.10% | $4,897,442 |
| CISCO SYS INC | CSCO | Technology | 1.35% | 45,467 | +139 | +0.31% | $4,893,613 |
| BANK OF AMER CORP | BAC | Financial Services | 1.34% | 89,522 | -2,177 | -2.37% | $4,872,682 |
| LAM RESEARCH CORP | LRCX | Technology | 1.30% | 14,328 | +754 | +5.55% | $4,706,891 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.26% | 7,498 | +416 | +5.87% | $4,586,976 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 1.22% | 71,080 | -1,390 | -1.92% | $4,435,392 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 1.14% | 13,630 | -275 | -1.98% | $4,144,884 |
| CATERPILLAR INC | CAT | Industrials | 1.10% | 4,941 | -2,954 | -37.42% | $4,006,113 |
| MERCK & CO INC | MRK | Healthcare | 1.08% | 27,048 | -374 | -1.36% | $3,930,345 |
| DELTA AIR LINES INC | DAL | Industrials | 1.06% | 45,965 | +6,132 | +15.39% | $3,836,239 |
| PROGRESSIVE CORP | PGR | Financial Services | 1.03% | 17,984 | -146 | -0.81% | $3,728,263 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 1.01% | 4,071 | -193 | -4.53% | $3,665,366 |
| ABBVIE INC | ABBV | Healthcare | 0.92% | 12,769 | +30 | +0.24% | $3,340,243 |
| COCA COLA CO | KO | Consumer Defensive | 0.91% | 38,540 | -11,557 | -23.07% | $3,317,523 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.87% | 7,970 | -3 | -0.04% | $3,166,561 |
Showing 30 of 145 holdings in the latest reporting period.