Wright Investors Service Inc Reduced Holdings in Q1 2025

Wright Investors Service Inc

  • $294 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-7.35K
- 9.13%
$209.68 - $247.1 $1.54M - $1.82M
73.2K $16.2M
AVGO
Broadcom Inc.

Technology
-3.79K
- 8.39%
$167.43 - $244.7 $635K - $928K
41.4K $6.93M
HD
Home Depot, Inc.

Consumer Cyclical
-3.33K
- 18.48%
$347.25 - $424.87 $1.16M - $1.41M
14.7K $5.38M
JBL
Jabil Inc

Technology
-9.82K
- 76.32%
$130.51 - $173.33 $1.28M - $1.7M
3.05K $414K
CSX
Csx Corp

Industrials
-42.3K
- 72.24%
$29.11 - $33.67 $1.23M - $1.42M
16.3K $478K
CAT
Caterpillar Inc

Industrials
-1.54K
- 8.77%
$326.75 - $407.63 $504K - $629K
16K $5.29M
PH
Parker Hannifin Corp

Industrials
-1.53K
- 48.01%
$591.65 - $707.05 $905K - $1.08M
1.66K $1.01M
USFD
Us Foods Holding Corp.

Consumer Defensive
-12.4K
- 46.02%
$63.38 - $72.02 $788K - $896K
14.6K $954K
PHM
Pultegroup Inc

Consumer Cyclical
-6.87K
- 28.69%
$101.09 - $118.51 $694K - $814K
17.1K $1.75M
PM
Philip Morris International Inc.

Consumer Defensive
-9.76K
- 52.79%
$117.15 - $158.79 $1.14M - $1.55M
8.73K $1.39M
SYF
Synchrony Financial

Financial Services
-5.26K
- 12.18%
$51.9 - $70.63 $273K - $372K
37.9K $2.01M
KR
Kroger CO

Consumer Defensive
-14.5K
- 36.88%
$58.36 - $67.72 $844K - $979K
24.7K $1.67M
ABC
Amerisourcebergen Corp

Healthcare
-3.67K
- 48.82%
N/A
3.85K $712K
APP
App Lovin Corp

Technology
-1.49K
- 30.87%
$238.08 - $510.13 $354K - $759K
3.33K $882K
DLR
Digital Realty Trust, Inc.

Real Estate
-2.86K
- 43.47%
$142.1 - $183.56 $406K - $524K
3.72K $532K
TGT
Target Corp

Consumer Defensive
-3.38K
- 60.73%
$103.65 - $142.5 $351K - $482K
2.19K $228K
UPS
United Parcel Service Inc

Industrials
-2.82K
- 26.65%
$109.66 - $136.26 $309K - $384K
7.76K $853K
COP
Conocophillips

Energy
-5.09K
- 34.84%
$88.6 - $105.85 $451K - $538K
9.51K $998K
HST
Host Hotels & Resorts, Inc.

Real Estate
-18.5K
- 32.93%
$14.21 - $17.45 $263K - $323K
37.7K $535K
HON
Honeywell International Inc

Industrials
-1.09K
- 21.7%
$202.75 - $226.52 $222K - $248K
3.94K $835K
COST
Costco Wholesale Corp

Consumer Defensive
-380
- 13.86%
$890.62 - $1076.86 $338K - $409K
2.36K $2.23M
MRK
Merck & Co., Inc.

Healthcare
-1.81K
- 15.5%
$83.01 - $101.02 $151K - $183K
9.89K $887K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-78
- 0.72%
$65.15 - $91.81 $5.08K - $7.16K
10.7K $700K
CNC
Centene Corp

Healthcare
-3.32K
- 25.86%
$55.93 - $65.89 $186K - $219K
9.52K $578K
BLDR
Builders First Source, Inc.

Industrials
-540
- 7.61%
$122.8 - $173.51 $66.3K - $93.7K
6.56K $819K
EMR
Emerson Electric CO

Industrials
-357
- 4.77%
$108.64 - $131.17 $38.8K - $46.8K
7.12K $780K
MGM
Mgm Resorts International

Consumer Cyclical
-207
- 0.77%
$29.64 - $40.37 $6.14K - $8.36K
26.7K $790K
JPM
Jpmorgan Chase & CO

Financial Services
-1.25K
- 4.17%
$225.19 - $279.95 $281K - $350K
28.7K $7.04M
ZM
Zoom Video Communications, Inc.

Technology
-121
- 0.76%
$72.23 - $88.64 $8.74K - $10.7K
15.7K $1.16M
DIS
Walt Disney CO

Communication Services
-64
- 0.74%
$96.87 - $114.0 $6.2K - $7.3K
8.6K $848K
ETN
Eaton Corp PLC

Industrials
-125
- 9.81%
$271.83 - $371.23 $34K - $46.4K
1.15K $312K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-285
- 8.92%
$168.84 - $202.89 $48.1K - $57.8K
2.91K $511K
EME
Emcor Group, Inc.

Industrials
-34
- 3.19%
$361.16 - $535.99 $12.3K - $18.2K
1.03K $381K
MCHP
Microchip Technology Inc

Technology
-63
- 0.72%
$48.41 - $64.3 $3.05K - $4.05K
8.68K $419K
MS
Morgan Stanley

Financial Services
-363
- 9.03%
$111.68 - $141.08 $40.5K - $51.2K
3.66K $426K
LEN
Lennar Corp

Consumer Cyclical
-27
- 0.78%
$113.93 - $141.54 $3.08K - $3.82K
3.42K $392K
OKE
Oneok Inc

Energy
-611
- 8.94%
$89.57 - $109.85 $54.7K - $67.1K
6.22K $617K
TFC
Truist Financial Corp

Financial Services
-1.04K
- 8.9%
$39.48 - $48.15 $40.9K - $49.9K
10.6K $436K
CMCSA
Comcast Corp

Communication Services
-84
- 0.09%
$33.19 - $38.23 $2.79K - $3.21K
92K $3.39M
NEE
Nextera Energy Inc

Utilities
-392
- 1.06%
$66.96 - $76.16 $26.2K - $29.9K
36.7K $2.6M
BEN
Franklin Resources Inc

Financial Services
-1.79K
- 8.1%
$18.92 - $22.24 $33.8K - $39.7K
20.3K $390K
LMT
Lockheed Martin Corp

Industrials
-66
- 9.44%
$423.19 - $506.29 $27.9K - $33.4K
633 $282K
USB
Us Bancorp \De\

Financial Services
-544
- 9.15%
$40.92 - $50.9 $22.3K - $27.7K
5.4K $228K
TNL
Travel & Leisure Co.

Consumer Cyclical
-405
- 7.01%
$46.44 - $57.86 $18.8K - $23.4K
5.37K $249K
WMS
Advanced Drainage Systems, Inc.

Industrials
-23
- 0.43%
$105.29 - $126.99 $2.42K - $2.92K
5.39K $585K
C
Citigroup Inc

Financial Services
-754
- 3.17%
$67.23 - $84.63 $50.7K - $63.8K
23K $1.63M
IP
International Paper CO

Consumer Cyclical
-680
- 8.83%
$49.38 - $60.09 $33.6K - $40.9K
7.03K $374K
RIO
Rio Tinto PLC

Basic Materials
-412
- 10.46%
$58.19 - $64.29 $24K - $26.5K
3.53K $211K
TJX
Tjx Companies Inc

Consumer Cyclical
-236
- 1.37%
$112.81 - $126.16 $26.6K - $29.8K
17K $2.08M
Activity Summary
Buys All Purchases 66 New Holdings 21 Increased Positions 45 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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