Letson Investment Management’s Otis Worldwide OTIS Stock Holding History

Letson Investment 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 Q1	$2.08M	Sell	27,045 -221	-0.8%	-$19.3K	0.8%	34
2025 Q4	$2.38M	Sell	27,266 -1,167	-4%	-$104K	0.87%	33
2025 Q3	$2.6M	Buy	28,433 +1,269	+5%	+$115K	0.93%	31
2025 Q2	$2.69M	Buy	27,164 +37	+0.1%	+$3.57K	1.06%	27
2025 Q1	$2.8M	Buy	27,127 +5	+0%	+$488	1.13%	26
2024 Q4	$2.51M	Buy	27,122 +2,752	+11%	+$276K	1.02%	30
2024 Q3	$2.53M	Buy	24,370 +689	+3%	+$65.6K	0.99%	29
2024 Q2	$2.28M	Buy	23,681 +4	+0%	+$385	1.01%	27
2024 Q1	$2.35M	Buy	23,677 +528	+2%	+$48.8K	0.99%	26
2023 Q4	$2.07M	Buy	+23,149	New	+$1.92M	0.96%	29

Other funds holding OTIS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Letson Investment Management's OTIS Position: Q1 2026 in Review

Letson Investment Management reduced its Otis Worldwide (OTIS) stake by 0.81% in Q1 2026, selling an estimated $19.3K and leaving 27,045 shares worth $2.08M. The position accounts for 0.8% of the portfolio, ranked #34.

Letson Investment Management first reported a position in OTIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.8M in Q1 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

Letson Investment Management held 27,045 shares of Otis Worldwide worth $2.08M as of Q1 2026.
Letson Investment Management sold 221 Otis Worldwide shares in Q1 2026, an estimated $19.3K.
Otis Worldwide made up 0.8% of Letson Investment Management's portfolio in Q1 2026, its #34 holding.
Letson Investment Management first reported a position in Otis Worldwide in Q4 2023 and has held it in 10 quarters since.
Letson Investment Management's Otis Worldwide position peaked at $2.8M in Q1 2025.
1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Letson Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.