Wright Investors Service
Wright Investors Service reported 146 stocks worth $363M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are MSFT (6.4%), AAPL (6.2%) and NVDA (6.2%). Compared with Q2 2026, the fund opened new positions in XOM, INTC and WEC, added to MSFT, AAPL and NVDA, trimmed META, AVGO and MU and sold out of XOM, FLEX and USFD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MSFT Microsoft Corp | $23.3M | 6.4% | 45K | +8,343 (+23%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $22.6M | 6.2% | 68K | +8,861 (+15%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $22.5M | 6.2% | 99K | +8,681 (+10%) | 8 of 8 | |
| 4 |  GOOGL Alphabet Inc | $14.4M | 4.0% | 42K | +5,404 (+15%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $14M | 3.9% | 56K | +3,760 (+7%) | 8 of 8 | |
| 6 |  META Meta Platforms Inc | $12M | 3.3% | 17K | −181 (−1%) | 8 of 8 | |
| 7 |  AVGO Broadcom Inc | $9.6M | 2.6% | 27K | −2,273 (−8%) | 8 of 8 | |
| 8 |  MU Micron Technology Inc | $8.5M | 2.4% | 8,023 | −129 (−2%) | 5 of 8 | |
| 9 |  JPM Jpmorgan Chase & Co. | $8M | 2.2% | 24K | −619 (−2%) | 8 of 8 | |
| 10 |  GILD Gilead Sciences Inc | $7.7M | 2.1% | 52K | −3,499 (−6%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $5M | 37K |
 FLEX Flex Ltd | $1.6M | 9,969 |
 USFD US Foods Hldg Corp | $1.6M | 15K |
 WDC Western Digital Corp | $1.5M | 2,388 |
 JBL Jabil Inc | $1.2M | 3,049 |
🔒 Free account: see all 23.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wright Investors Service 13F FAQ
What does Wright Investors Service own?
Wright Investors Service reported 146 stocks worth $363M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are MSFT (6.4%), AAPL (6.2%) and NVDA (6.2%). The table above lists every position in the filing (the top 10 without an account).
What did Wright Investors Service buy and sell in Q3 2026?
Compared with Q2 2026: 21 new positions, 45 added to, 73 trimmed and 23 sold out. New positions include XOM, INTC and WEC. It sold all of XOM, FLEX and USFD.
When will Wright Investors Service file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Wright Investors Service's portfolio worth?
The Q3 2026 filing reports $363M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.