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LBP AM’s Otis Worldwide OTIS Stock Holding History

LBP AM’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 		– Sell
-5,321
Closed -$465K – 432
2025
Q4 		$465K Hold
5,321
– – 0.01% 390
2025
Q3 		$486K Sell
5,321
-3,927
-42% -$356K 0.01% 367
2025
Q2 		$916K Sell
9,248
-1,042
-10% -$101K 0.01% 330
2025
Q1 		$1.06M Hold
10,290
– – 0.02% 313
2024
Q4 		$953K Hold
10,290
– – 0.01% 328
2024
Q3 		$1.07M Sell
10,290
-543
-5% -$51.7K 0.02% 292
2024
Q2 		$1.04M Hold
10,833
– – 0.04% 212
2024
Q1 		$1.08M Sell
10,833
-1,100
-9% -$102K 0.04% 222
2023
Q4 		$1.07M Hold
11,933
– – 0.02% 324
2023
Q3 		$958K Sell
11,933
-457
-4% -$39.1K 0.02% 367
2023
Q2 		$1.1M Buy
12,390
+3,877
+46% +$327K 0.03% 329
2023
Q1 		$718K Buy
+8,513
New +$704K 0.02% 396

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

LBP AM's OTIS Position: Q1 2026 in Review

LBP AM sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 5,321 shares — an estimated $465K sold.

LBP AM first reported a position in OTIS in Q1 2023 and held it in 12 quarters. The position peaked at $1.1M in Q2 2023. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • LBP AM reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • LBP AM sold 5,321 Otis Worldwide shares in Q1 2026, an estimated $465K.
  • LBP AM first reported a position in Otis Worldwide in Q1 2023 and held it in 12 quarters.
  • LBP AM's Otis Worldwide position peaked at $1.1M in Q2 2023.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on LBP AM's 13F filing for Q1 2026, filed 27 Apr 2026.