Fundsmith Investment Services’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168M | Sell |
1,693,358
-31,968
| -2% | -$3.17M | 2.27% | 16 |
|
|
2025
Q1 | $178M | Sell |
1,725,326
-41,420
| -2% | -$4.27M | 2.51% | 15 |
|
|
2024
Q4 | $164M | Sell |
1,766,746
-14,692
| -0.8% | -$1.36M | 2.13% | 17 |
|
|
2024
Q3 | $185M | Buy |
1,781,438
+5,611
| +0.3% | +$583K | 2.3% | 17 |
|
|
2024
Q2 | $171M | Buy |
1,775,827
+74,985
| +4% | +$7.22M | 2.21% | 16 |
|
|
2024
Q1 | $169M | Buy |
1,700,842
+6,873
| +0.4% | +$682K | 2.24% | 18 |
|
|
2023
Q4 | $152M | Buy |
1,693,969
+9,861
| +0.6% | +$882K | 2.19% | 18 |
|
|
2023
Q3 | $135M | Buy |
1,684,108
+759
| +0% | +$61K | 2.11% | 18 |
|
|
2023
Q2 | $150M | Buy |
1,683,349
+55,216
| +3% | +$4.91M | 2.18% | 18 |
|
|
2023
Q1 | $137M | Buy |
1,628,133
+765
| +0% | +$64.6K | 2.11% | 18 |
|
|
2022
Q4 | $127M | Buy |
1,627,368
+14,681
| +0.9% | +$1.15M | 2.12% | 19 |
|
|
2022
Q3 | $103M | Buy |
+1,612,687
| New | +$103M | 1.78% | 21 |
|
|
2022
Q1 | – | Sell |
-87,908
| Closed | -$7.65M | – | 37 |
|
|
2021
Q4 | $7.65M | Buy |
87,908
+171
| +0.2% | +$14.9K | 4.16% | 9 |
|
|
2021
Q3 | $7.22M | Buy |
87,737
+160
| +0.2% | +$13.2K | 4.39% | 5 |
|
|
2021
Q2 | $7.16M | Buy |
+87,577
| New | +$7.16M | 4.45% | 6 |
|