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LMR Partners’s Otis Worldwide OTIS Stock Holding History

LMR Partners’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 		$381K Buy
4,942
+2,169
+78% +$190K ﹤0.01% 1114
2025
Q4 		$242K Buy
+2,773
New +$248K ﹤0.01% 1254
2025
Q2 		– Sell
-2,586
Closed -$267K – 1572
2025
Q1 		$267K Buy
+2,586
New +$253K ﹤0.01% 1019
2021
Q3 		– Sell
-7,521
Closed -$615K – 1144
2021
Q2 		$615K Sell
7,521
-3,404
-31% -$262K 0.01% 633
2021
Q1 		$748K Buy
+10,925
New +$714K 0.02% 545

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

LMR Partners's OTIS Position: Q1 2026 in Review

LMR Partners increased its Otis Worldwide (OTIS) stake by 78% in Q1 2026, buying an estimated $190K and bringing the position to 4,942 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

LMR Partners first reported a position in OTIS in Q1 2021 and has held it in 5 quarters since. The position peaked at $748K in Q1 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • LMR Partners held 4,942 shares of Otis Worldwide worth $381K as of Q1 2026.
  • LMR Partners bought 2,169 Otis Worldwide shares in Q1 2026, an estimated $190K.
  • Otis Worldwide made up ﹤0.01% of LMR Partners's portfolio in Q1 2026, its #1114 holding.
  • LMR Partners first reported a position in Otis Worldwide in Q1 2021 and has held it in 5 quarters since.
  • LMR Partners's Otis Worldwide position peaked at $748K in Q1 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.