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Farmers & Merchants Investments Inc’s Otis Worldwide OTIS Stock Holding History

Farmers & Merchants Investments Inc’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
Q2 		$2.89M Sell
40,325
-471
-1% -$35.2K 0.07% 158
2026
Q1 		$3.14M Buy
40,796
+207
+0.5% +$18.1K 0.09% 149
2025
Q4 		$3.55M Sell
40,589
-200
-0.5% -$17.9K 0.1% 143
2025
Q3 		$3.73M Sell
40,789
-3,556
-8% -$323K 0.11% 138
2025
Q2 		$4.39M Buy
44,345
+2,861
+7% +$276K 0.13% 133
2025
Q1 		$4.28M Sell
41,484
-248
-0.6% -$24.2K 0.14% 132
2024
Q4 		$3.86M Buy
41,732
+4,089
+11% +$410K 0.12% 135
2024
Q3 		$3.91M Sell
37,643
-848
-2% -$80.8K 0.12% 134
2024
Q2 		$3.71M Buy
38,491
+87
+0.2% +$8.38K 0.12% 137
2024
Q1 		$3.81M Sell
38,404
-3,376
-8% -$312K 0.13% 139
2023
Q4 		$3.74M Sell
41,780
-1,171
-3% -$97.4K 0.14% 136
2023
Q3 		$3.45M Buy
42,951
+353
+0.8% +$30.2K 0.14% 136
2023
Q2 		$3.79M Sell
42,598
-310
-0.7% -$26.1K 0.14% 135
2023
Q1 		$3.62M Buy
42,908
+1,718
+4% +$142K 0.14% 137
2022
Q4 		$3.23M Sell
41,190
-811
-2% -$59.9K 0.13% 139
2022
Q3 		$2.68M Sell
42,001
-557
-1% -$40.8K 0.12% 145
2022
Q2 		$3.01M Buy
42,558
+9
+0% +$663 0.13% 142
2022
Q1 		$3.27M Sell
42,549
-616
-1% -$49.2K 0.12% 150
2021
Q4 		$3.76M Sell
43,165
-990
-2% -$82.9K 0.14% 142
2021
Q3 		$3.63M Sell
44,155
-403
-0.9% -$35.4K 0.15% 137
2021
Q2 		$3.64M Buy
44,558
+11,437
+35% +$880K 0.16% 136
2021
Q1 		$2.27M Buy
33,121
+346
+1% +$22.6K 0.11% 150
2020
Q4 		$2.21M Sell
32,775
-6,213
-16% -$403K 0.11% 147
2020
Q3 		$2.43M Buy
38,988
+17,448
+81% +$1.07M 0.15% 140
2020
Q2 		$1.23M Buy
+21,540
New +$1.12M 0.08% 156

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Farmers & Merchants Investments Inc's OTIS Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its Otis Worldwide (OTIS) stake by 1.2% in Q2 2026, selling an estimated $35.2K and leaving 40,325 shares worth $2.89M. The position accounts for 0.07% of the portfolio, ranked #158.

Farmers & Merchants Investments Inc first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.39M in Q2 2025. 682 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Farmers & Merchants Investments Inc held 40,325 shares of Otis Worldwide worth $2.89M as of Q2 2026.
  • Farmers & Merchants Investments Inc sold 471 Otis Worldwide shares in Q2 2026, an estimated $35.2K.
  • Otis Worldwide made up 0.07% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #158 holding.
  • Farmers & Merchants Investments Inc first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Farmers & Merchants Investments Inc's Otis Worldwide position peaked at $4.39M in Q2 2025.
  • 682 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.