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Beese Fulmer Investment Management’s Otis Worldwide OTIS Stock Holding History

Beese Fulmer Investment Management’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 		$314K Buy
4,072
+186
+5% +$16.3K 0.02% 298
2025
Q4 		$339K Buy
+3,886
New +$348K 0.02% 260
2020
Q3 		– Sell
-3,672
Closed -$209K – 435
2020
Q2 		$209K Buy
+3,672
New +$190K 0.03% 178

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

Beese Fulmer Investment Management's OTIS Position: Q1 2026 in Review

Beese Fulmer Investment Management increased its Otis Worldwide (OTIS) stake by 4.8% in Q1 2026, buying an estimated $16.3K and bringing the position to 4,072 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #298.

Beese Fulmer Investment Management first reported a position in OTIS in Q2 2020 and has held it in 3 quarters since. The position peaked at $339K in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Beese Fulmer Investment Management held 4,072 shares of Otis Worldwide worth $314K as of Q1 2026.
  • Beese Fulmer Investment Management bought 186 Otis Worldwide shares in Q1 2026, an estimated $16.3K.
  • Otis Worldwide made up 0.02% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #298 holding.
  • Beese Fulmer Investment Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 3 quarters since.
  • Beese Fulmer Investment Management's Otis Worldwide position peaked at $339K in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.