LMCG Investments’s Otis Worldwide OTIS Stock Holding History

LMCG Investments’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	-2,341	Closed	-$204K	–	227
2025 Q4	$204K	Hold	2,341	–	–	0.01%	217
2025 Q3	$214K	Hold	2,341	–	–	0.01%	221
2025 Q2	$232K	Hold	2,341	–	–	0.01%	218
2025 Q1	$242K	Sell	2,341 -2	-0.1%	-$195	0.02%	219
2024 Q4	$217K	Sell	2,343 -110	-4%	-$11K	0.01%	225
2024 Q3	$255K	Hold	2,453	–	–	0.02%	207
2024 Q2	$236K	Sell	2,453 -3	-0.1%	-$289	0.01%	274
2024 Q1	$244K	Sell	2,456 -546	-18%	-$50.5K	0.01%	280
2023 Q4	$269K	Sell	3,002 -2	-0.1%	-$166	0.02%	283
2023 Q3	$241K	Sell	3,004 -2	-0.1%	-$171	0.02%	283
2023 Q2	$268K	Sell	3,006 -1	-0%	-$84	0.02%	277
2023 Q1	$254K	Hold	3,007	–	–	0.02%	288
2022 Q4	$235K	Buy	+3,007	New	+$222K	0.02%	293
2022 Q3	–	Sell	-3,008	Closed	-$213K	–	328
2022 Q2	$213K	Sell	3,008 -3	-0.1%	-$221	0.01%	312
2022 Q1	$232K	Buy	+3,011	New	+$241K	0.01%	316

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

LMCG Investments's OTIS Position: Q1 2026 in Review

LMCG Investments sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,341 shares — an estimated $204K sold.

LMCG Investments first reported a position in OTIS in Q1 2022 and held it in 15 quarters. The position peaked at $269K in Q4 2023. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

LMCG Investments reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
LMCG Investments sold 2,341 Otis Worldwide shares in Q1 2026, an estimated $204K.
LMCG Investments first reported a position in Otis Worldwide in Q1 2022 and held it in 15 quarters.
LMCG Investments's Otis Worldwide position peaked at $269K in Q4 2023.
1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on LMCG Investments's 13F filing for Q1 2026, filed 29 Apr 2026.