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

Bank of Montreal’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 		$119M Buy
1,546,315
+472,379
+44% +$41.3M 0.04% 327
2025
Q4 		$93.8M Buy
1,073,936
+768,859
+252% +$68.8M 0.03% 383
2025
Q3 		$27.9M Buy
305,077
+36,414
+14% +$3.31M 0.01% 676
2025
Q2 		$26.6M Sell
268,663
-507,588
-65% -$49M 0.01% 631
2025
Q1 		$80.1M Buy
776,251
+370,669
+91% +$36.2M 0.04% 305
2024
Q4 		$37.6M Sell
405,582
-4,210
-1% -$422K 0.02% 537
2024
Q3 		$42.8M Buy
409,792
+28,436
+7% +$2.71M 0.02% 521
2024
Q2 		$36.8M Buy
381,356
+2,245
+0.6% +$216K 0.01% 566
2024
Q1 		$37.9M Sell
379,111
-69,136
-15% -$6.39M 0.01% 525
2023
Q4 		$40.4M Buy
448,247
+102,606
+30% +$8.53M 0.01% 550
2023
Q3 		$29.2M Buy
345,641
+64,736
+23% +$5.54M 0.01% 590
2023
Q2 		$25.1M Sell
280,905
-2,574
-0.9% -$217K 0.01% 649
2023
Q1 		$24.3M Sell
283,479
-164,893
-37% -$13.6M 0.01% 615
2022
Q4 		$35.6M Buy
448,372
+198,217
+79% +$14.6M 0.02% 488
2022
Q3 		$16.2K Sell
250,155
-51,570
-17% -$3.77M 0.01% 778
2022
Q2 		$22.7K Buy
301,725
+55,086
+22% +$4.06M 0.01% 705
2022
Q1 		$19.2M Sell
246,639
-309,073
-56% -$24.7M 0.01% 849
2021
Q4 		$48M Buy
555,712
+115,994
+26% +$9.71M 0.03% 444
2021
Q3 		$36.6M Sell
439,718
-116,948
-21% -$10.3M 0.02% 666
2021
Q2 		$45.7M Sell
556,666
-25,069
-4% -$1.93M 0.02% 544
2021
Q1 		$40.4M Sell
581,735
-163,478
-22% -$10.7M 0.03% 469
2020
Q4 		$49.5M Buy
745,213
+191,405
+35% +$12.4M 0.03% 427
2020
Q3 		$35.4M Buy
553,808
+149,097
+37% +$9.12M 0.03% 419
2020
Q2 		$22.7M Buy
+404,711
New +$21M 0.02% 546

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 Montreal's OTIS Position: Q1 2026 in Review

Bank of Montreal increased its Otis Worldwide (OTIS) stake by 44% in Q1 2026, buying an estimated $41.3M and bringing the position to 1,546,315 shares worth $119M. The position accounts for 0.04% of the portfolio, ranked #327.

Bank of Montreal first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Bank of Montreal held 1,546,315 shares of Otis Worldwide worth $119M as of Q1 2026.
  • Bank of Montreal bought 472,379 Otis Worldwide shares in Q1 2026, an estimated $41.3M.
  • Otis Worldwide made up 0.04% of Bank of Montreal's portfolio in Q1 2026, its #327 holding.
  • Bank of Montreal first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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