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Compagnie Lombard Odier SCmA’s Otis Worldwide OTIS Stock Holding History

Compagnie Lombard Odier SCmA’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 		$175K Hold
2,268
– – ﹤0.01% 259
2025
Q4 		$198K Buy
+2,268
New +$203K ﹤0.01% 252
2024
Q2 		– Sell
-560
Closed -$54K – 482
2024
Q1 		$55.6K Sell
560
-4,969
-90% -$459K ﹤0.01% 349
2023
Q4 		$495K Buy
5,529
+4,129
+295% +$343K 0.01% 223
2023
Q3 		$112K Sell
1,400
-3,255
-70% -$278K ﹤0.01% 339
2023
Q2 		$414K Buy
4,655
+2,230
+92% +$188K 0.01% 187
2023
Q1 		$205K Buy
2,425
+1,328
+121% +$110K 0.01% 289
2022
Q4 		$86K Buy
1,097
+747
+213% +$55.2K ﹤0.01% 411
2022
Q3 		$22K Hold
350
– – ﹤0.01% 525
2022
Q2 		$25K Sell
350
-242
-41% -$17.8K ﹤0.01% 498
2022
Q1 		$46K Hold
592
– – ﹤0.01% 464
2021
Q4 		$51K Buy
+592
New +$49.6K ﹤0.01% 504
2021
Q3 		– Sell
-307
Closed -$27K – 662
2021
Q2 		$25K Sell
307
-338
-52% -$26K ﹤0.01% 542
2021
Q1 		$44K Buy
+645
New +$42.2K ﹤0.01% 522
2020
Q4 		– Sell
-100
Closed -$6.49K – 603
2020
Q3 		$6K Sell
100
-2,395
-96% -$146K ﹤0.01% 492
2020
Q2 		$142K Buy
+2,495
New +$129K ﹤0.01% 300

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

Compagnie Lombard Odier SCmA's OTIS Position: Q1 2026 in Review

Compagnie Lombard Odier SCmA held its Otis Worldwide (OTIS) position steady in Q1 2026 at 2,268 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Compagnie Lombard Odier SCmA first reported a position in OTIS in Q2 2020 and has held it in 16 quarters since. The position peaked at $495K in Q4 2023. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Compagnie Lombard Odier SCmA held 2,268 shares of Otis Worldwide worth $175K as of Q1 2026.
  • Compagnie Lombard Odier SCmA left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of Compagnie Lombard Odier SCmA's portfolio in Q1 2026, its #259 holding.
  • Compagnie Lombard Odier SCmA first reported a position in Otis Worldwide in Q2 2020 and has held it in 16 quarters since.
  • Compagnie Lombard Odier SCmA's Otis Worldwide position peaked at $495K in Q4 2023.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q1 2026, filed 15 Apr 2026.