Farmers National Bank’s Otis Worldwide OTIS Stock Holding History

Farmers National Bank’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	$260K	Hold	3,375	–	–	0.06%	162
2025 Q4	$295K	Hold	3,375	–	–	0.07%	151
2025 Q3	$309K	Sell	3,375 -45	-1%	-$4.08K	0.07%	144
2025 Q2	$339K	Hold	3,420	–	–	0.09%	134
2025 Q1	$353K	Sell	3,420 -9	-0.3%	-$879	0.1%	132
2024 Q4	$318K	Buy	+3,429	New	+$344K	0.09%	132
2024 Q2	$327K	Hold	3,395	–	–	0.1%	131
2024 Q1	$337K	Hold	3,395	–	–	0.1%	129
2023 Q4	$304K	Sell	3,395 -6	-0.2%	-$499	0.1%	127
2023 Q3	$273K	Buy	3,401 +6	+0.2%	+$513	0.09%	129
2023 Q2	$302K	Sell	3,395 -26	-0.8%	-$2.19K	0.1%	129
2023 Q1	$289K	Sell	3,421 -109	-3%	-$9.02K	0.1%	129
2022 Q4	$276K	Hold	3,530	–	–	0.1%	137
2022 Q3	$225K	Hold	3,530	–	–	0.09%	136
2022 Q2	$249K	Hold	3,530	–	–	0.09%	131
2022 Q1	$272K	Hold	3,530	–	–	0.09%	126
2021 Q4	$307K	Sell	3,530 -95	-3%	-$7.95K	0.1%	125
2021 Q3	$245K	Buy	+3,625	New	+$319K	0.1%	124
2021 Q2	–	Sell	-3,595	Closed	-$246K	–	95
2021 Q1	$246K	Sell	3,595 -30	-0.8%	-$1.96K	0.09%	133
2020 Q4	$245K	Buy	+3,625	New	+$235K	0.1%	124

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Farmers National Bank's OTIS Position: Q1 2026 in Review

Farmers National Bank held its Otis Worldwide (OTIS) position steady in Q1 2026 at 3,375 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #162.

Farmers National Bank first reported a position in OTIS in Q4 2020 and has held it in 20 quarters since. The position peaked at $353K in Q1 2025. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Farmers National Bank held 3,375 shares of Otis Worldwide worth $260K as of Q1 2026.
Farmers National Bank left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.06% of Farmers National Bank's portfolio in Q1 2026, its #162 holding.
Farmers National Bank first reported a position in Otis Worldwide in Q4 2020 and has held it in 20 quarters since.
Farmers National Bank's Otis Worldwide position peaked at $353K in Q1 2025.
1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Farmers National Bank's 13F filing for Q1 2026, filed 8 Jun 2026.