JC
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JB Capital’s Otis Worldwide OTIS Stock Holding History

JB Capital’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 		$1.78M Sell
23,124
-46
-0.2% -$4.03K 0.07% 113
2025
Q4 		$2.02M Sell
23,170
-116
-0.5% -$10.4K 0.08% 115
2025
Q3 		$2.13M Buy
23,286
+336
+1% +$30.5K 0.09% 112
2025
Q2 		$2.27M Sell
22,950
-431
-2% -$41.6K 0.11% 98
2025
Q1 		$2.41M Sell
23,381
-1,053
-4% -$103K 0.13% 91
2024
Q4 		$2.26M Sell
24,434
-57
-0.2% -$5.72K 0.13% 86
2024
Q3 		$2.55M Buy
24,491
+43
+0.2% +$4.1K 0.15% 86
2024
Q2 		$2.35M Sell
24,448
-1,861
-7% -$179K 0.15% 84
2024
Q1 		$2.61M Sell
26,309
-263
-1% -$24.3K 0.17% 75
2023
Q4 		$2.38M Buy
26,572
+129
+0.5% +$10.7K 0.18% 73
2023
Q3 		$2.12M Buy
26,443
+360
+1% +$30.8K 0.18% 78
2023
Q2 		$2.32M Buy
26,083
+1,138
+5% +$95.9K 0.2% 66
2023
Q1 		$2.11M Sell
24,945
-970
-4% -$80.3K 0.19% 70
2022
Q4 		$2.03M Buy
25,915
+438
+2% +$32.3K 0.2% 70
2022
Q3 		$1.63M Sell
25,477
-122
-0.5% -$8.93K 0.18% 77
2022
Q2 		$1.81M Buy
25,599
+39
+0.2% +$2.87K 0.19% 63
2022
Q1 		$1.97M Sell
25,560
-92
-0.4% -$7.35K 0.19% 58
2021
Q4 		$2.23M Sell
25,652
-1,854
-7% -$155K 0.22% 59
2021
Q3 		$2.26M Buy
+27,506
New +$2.42M 0.29% 51

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

JB Capital's OTIS Position: Q1 2026 in Review

JB Capital reduced its Otis Worldwide (OTIS) stake by 0.2% in Q1 2026, selling an estimated $4.03K and leaving 23,124 shares worth $1.78M. The position accounts for 0.07% of the portfolio, ranked #113.

JB Capital first reported a position in OTIS in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.61M in Q1 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • JB Capital held 23,124 shares of Otis Worldwide worth $1.78M as of Q1 2026.
  • JB Capital sold 46 Otis Worldwide shares in Q1 2026, an estimated $4.03K.
  • Otis Worldwide made up 0.07% of JB Capital's portfolio in Q1 2026, its #113 holding.
  • JB Capital first reported a position in Otis Worldwide in Q3 2021 and has held it in 19 quarters since.
  • JB Capital's Otis Worldwide position peaked at $2.61M in Q1 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.