Bank of America
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Bank of America’s Otis Worldwide OTIS Stock Holding History

Bank of America’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 		$203M Sell
2,639,555
-441,135
-14% -$38.6M 0.01% 731
2025
Q4 		$269M Buy
3,080,690
+84,476
+3% +$7.56M 0.02% 616
2025
Q3 		$274M Buy
2,996,214
+24,301
+0.8% +$2.21M 0.02% 671
2025
Q2 		$294M Buy
2,971,913
+2,322
+0.1% +$224K 0.02% 620
2025
Q1 		$306M Sell
2,969,591
-578,045
-16% -$56.5M 0.02% 550
2024
Q4 		$329M Sell
3,547,636
-137,676
-4% -$13.8M 0.03% 505
2024
Q3 		$383M Buy
3,685,312
+212,511
+6% +$20.2M 0.03% 479
2024
Q2 		$334M Sell
3,472,801
-113,598
-3% -$10.9M 0.03% 489
2024
Q1 		$356M Sell
3,586,399
-43,968
-1% -$4.06M 0.03% 465
2023
Q4 		$325M Sell
3,630,367
-9,719
-0.3% -$808K 0.03% 463
2023
Q3 		$292M Sell
3,640,086
-619,664
-15% -$53M 0.03% 452
2023
Q2 		$379M Sell
4,259,750
-699,997
-14% -$59M 0.04% 389
2023
Q1 		$419M Buy
4,959,747
+229,653
+5% +$19M 0.04% 384
2022
Q4 		$370M Buy
4,730,094
+149,695
+3% +$11.1M 0.04% 396
2022
Q3 		$292M Buy
4,580,399
+80,925
+2% +$5.92M 0.03% 455
2022
Q2 		$318M Buy
4,499,474
+351,880
+8% +$25.9M 0.04% 437
2022
Q1 		$319M Sell
4,147,594
-158,925
-4% -$12.7M 0.03% 485
2021
Q4 		$375M Buy
4,306,519
+111,449
+3% +$9.33M 0.04% 436
2021
Q3 		$345M Buy
4,195,070
+21,057
+0.5% +$1.85M 0.04% 442
2021
Q2 		$341M Sell
4,174,013
-398,547
-9% -$30.7M 0.04% 441
2021
Q1 		$313M Buy
4,572,560
+522,054
+13% +$34.1M 0.04% 438
2020
Q4 		$274M Sell
4,050,506
-2,660,846
-40% -$173M 0.04% 427
2020
Q3 		$419M Buy
6,711,352
+65,816
+1% +$4.03M 0.06% 293
2020
Q2 		$378M Buy
+6,645,536
New +$344M 0.06% 295

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

Bank of America's OTIS Position: Q1 2026 in Review

Bank of America reduced its Otis Worldwide (OTIS) stake by 14% in Q1 2026, selling an estimated $38.6M and leaving 2,639,555 shares worth $203M. The position accounts for 0.01% of the portfolio, ranked #731.

Bank of America first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $419M in Q3 2020. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Bank of America held 2,639,555 shares of Otis Worldwide worth $203M as of Q1 2026.
  • Bank of America sold 441,135 Otis Worldwide shares in Q1 2026, an estimated $38.6M.
  • Otis Worldwide made up 0.01% of Bank of America's portfolio in Q1 2026, its #731 holding.
  • Bank of America first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Bank of America's Otis Worldwide position peaked at $419M in Q3 2020.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.