Fundsmith LLP
OTIS icon

Fundsmith LLP’s Otis Worldwide OTIS Stock Holding History

Fundsmith LLP’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 		$211M Sell
2,731,635
-380,745
-12% -$33.3M 1.64% 17
2025
Q4 		$272M Sell
3,112,380
-2,706,771
-47% -$242M 1.59% 19
2025
Q3 		$532M Hold
5,819,151
– – 2.69% 15
2025
Q2 		$576M Sell
5,819,151
-47,586
-0.8% -$4.59M 2.5% 15
2025
Q1 		$605M Sell
5,866,737
-100,040
-2% -$9.77M 2.76% 15
2024
Q4 		$553M Sell
5,966,777
-174,451
-3% -$17.5M 2.36% 16
2024
Q3 		$638M Buy
6,141,228
+2,950
+0% +$281K 2.53% 16
2024
Q2 		$591M Sell
6,138,278
-156,825
-2% -$15.1M 2.41% 17
2024
Q1 		$625M Sell
6,295,103
-147,050
-2% -$13.6M 2.45% 16
2023
Q4 		$576M Sell
6,442,153
-8,760
-0.1% -$728K 2.41% 18
2023
Q3 		$518M Sell
6,450,913
-4,498
-0.1% -$385K 2.35% 18
2023
Q2 		$575M Buy
6,455,411
+173,736
+3% +$14.6M 2.41% 18
2023
Q1 		$530M Buy
6,281,675
+998
+0% +$82.6K 2.29% 18
2022
Q4 		$492M Sell
6,280,677
-5,201
-0.1% -$384K 2.25% 19
2022
Q3 		$401M Buy
+6,285,878
New +$460M 1.9% 21

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

Fundsmith LLP's OTIS Position: Q1 2026 in Review

Fundsmith LLP reduced its Otis Worldwide (OTIS) stake by 12% in Q1 2026, selling an estimated $33.3M and leaving 2,731,635 shares worth $211M. The position accounts for 1.64% of the portfolio, ranked #17.

Fundsmith LLP first reported a position in OTIS in Q3 2022 and has held it in 15 quarters since. The position peaked at $638M in Q3 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Fundsmith LLP held 2,731,635 shares of Otis Worldwide worth $211M as of Q1 2026.
  • Fundsmith LLP sold 380,745 Otis Worldwide shares in Q1 2026, an estimated $33.3M.
  • Otis Worldwide made up 1.64% of Fundsmith LLP's portfolio in Q1 2026, its #17 holding.
  • Fundsmith LLP first reported a position in Otis Worldwide in Q3 2022 and has held it in 15 quarters since.
  • Fundsmith LLP's Otis Worldwide position peaked at $638M in Q3 2024.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Fundsmith LLP's 13F filing for Q1 2026, filed 15 May 2026.