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Archer Investment Corporation’s Otis Worldwide OTIS Stock Holding History

Archer Investment Corporation’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.9K Hold
155
– – ﹤0.01% 759
2025
Q4 		$13.5K Sell
155
-108
-41% -$9.66K ﹤0.01% 669
2025
Q3 		$24K Hold
263
– – 0.01% 593
2025
Q2 		$26K Hold
263
– – 0.01% 563
2025
Q1 		$27.1K Hold
263
– – 0.01% 543
2024
Q4 		$24.4K Hold
263
– – 0.01% 548
2024
Q3 		$27.3K Hold
263
– – 0.01% 526
2024
Q2 		$25.3K Buy
263
+21
+9% +$2.02K 0.01% 514
2024
Q1 		$24K Sell
242
-21
-8% -$1.94K 0.01% 512
2023
Q4 		$23.5K Hold
263
– – 0.01% 501
2023
Q3 		$21.1K Hold
263
– – 0.01% 493
2023
Q2 		$23.4K Hold
263
– – 0.01% 484
2023
Q1 		$22.2K Sell
263
-8
-3% -$662 0.01% 470
2022
Q4 		$21.2K Sell
271
-62
-19% -$4.58K 0.01% 459
2022
Q3 		$21.2K Buy
333
+22
+7% +$1.61K 0.01% 444
2022
Q2 		$22K Sell
311
-22
-7% -$1.62K 0.01% 445
2022
Q1 		$25.6K Sell
333
-11
-3% -$879 0.01% 448
2021
Q4 		$30K Buy
344
+14
+4% +$1.17K 0.01% 433
2021
Q3 		$27.2K Buy
330
+115
+53% +$10.1K 0.01% 435
2021
Q2 		$17.6K Sell
215
-120
-36% -$9.24K 0.01% 423
2021
Q1 		$22.9K Sell
335
-4
-1% -$261 0.01% 452
2020
Q4 		$22.9K Sell
339
-4
-1% -$259 0.01% 408
2020
Q3 		$21.4K Hold
343
– – 0.01% 358
2020
Q2 		$19.5K Buy
+343
New +$17.8K 0.01% 354

Other funds holding OTIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Archer Investment Corporation's OTIS Position: Q1 2026 in Review

Archer Investment Corporation held its Otis Worldwide (OTIS) position steady in Q1 2026 at 155 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Archer Investment Corporation first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $30K in Q4 2021. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Archer Investment Corporation held 155 shares of Otis Worldwide worth $11.9K as of Q1 2026.
  • Archer Investment Corporation left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of Archer Investment Corporation's portfolio in Q1 2026, its #759 holding.
  • Archer Investment Corporation first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Archer Investment Corporation's Otis Worldwide position peaked at $30K in Q4 2021.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Archer Investment Corporation's 13F filing for Q1 2026, filed 4 May 2026.