LCM
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LCM Capital Management’s Otis Worldwide OTIS Stock Holding History

LCM Capital Management’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
Q2 		– Sell
-2,670
Closed -$206K – 131
2026
Q1 		$206K Hold
2,670
– – 0.1% 101
2025
Q4 		$233K Sell
2,670
-232
-8% -$20.8K 0.11% 90
2025
Q3 		$265K Sell
2,902
-2
-0.1% -$182 0.13% 88
2025
Q2 		$288K Hold
2,904
– – 0.15% 83
2025
Q1 		$300K Sell
2,904
-24
-0.8% -$2.35K 0.18% 76
2024
Q4 		$271K Hold
2,928
– – 0.15% 80
2024
Q3 		$304K Sell
2,928
-8
-0.3% -$762 0.18% 68
2024
Q2 		$283K Sell
2,936
-13
-0.4% -$1.25K 0.18% 66
2024
Q1 		$293K Sell
2,949
-3
-0.1% -$277 0.19% 70
2023
Q4 		$264K Sell
2,952
-14
-0.5% -$1.16K 0.19% 70
2023
Q3 		$238K Sell
2,966
-9
-0.3% -$770 0.19% 76
2023
Q2 		$265K Sell
2,975
-9
-0.3% -$758 0.22% 69
2023
Q1 		$252K Hold
2,984
– – 0.22% 70
2022
Q4 		$234K Buy
+2,984
New +$220K 0.23% 73
2022
Q3 		– Sell
-3,069
Closed -$217K – 87
2022
Q2 		$217K Sell
3,069
-12
-0.4% -$884 0.21% 75
2022
Q1 		$237K Buy
3,081
+50
+2% +$4K 0.19% 80
2021
Q4 		$264K Sell
3,031
-21
-0.7% -$1.76K 0.2% 72
2021
Q3 		$251K Sell
3,052
-61
-2% -$5.36K 0.21% 73
2021
Q2 		$255K Sell
3,113
-57
-2% -$4.39K 0.21% 70
2021
Q1 		$217K Sell
3,170
-132
-4% -$8.63K 0.19% 76
2020
Q4 		$220K Buy
+3,302
New +$214K 0.21% 68

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LCM Capital Management's OTIS Position: Q2 2026 in Review

LCM Capital Management sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 2,670 shares — an estimated $206K sold.

LCM Capital Management first reported a position in OTIS in Q4 2020 and held it in 21 quarters. The position peaked at $304K in Q3 2024. 549 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • LCM Capital Management reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
  • LCM Capital Management sold 2,670 Otis Worldwide shares in Q2 2026, an estimated $206K.
  • LCM Capital Management first reported a position in Otis Worldwide in Q4 2020 and held it in 21 quarters.
  • LCM Capital Management's Otis Worldwide position peaked at $304K in Q3 2024.
  • 549 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on LCM Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.