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London Company of Virginia’s Otis Worldwide OTIS Stock Holding History

London Company of Virginia’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 		$86.5M Sell
1,121,660
-724,183
-39% -$63.4M 0.53% 59
2025
Q4 		$161M Sell
1,845,843
-125,007
-6% -$11.2M 0.93% 46
2025
Q3 		$180M Sell
1,970,850
-97,774
-5% -$8.88M 0.99% 44
2025
Q2 		$205M Sell
2,068,624
-84,423
-4% -$8.15M 1.16% 36
2025
Q1 		$222M Sell
2,153,047
-90,517
-4% -$8.84M 1.27% 30
2024
Q4 		$208M Sell
2,243,564
-13,121
-0.6% -$1.32M 1.14% 39
2024
Q3 		$235M Buy
2,256,685
+46,914
+2% +$4.47M 1.24% 29
2024
Q2 		$213M Buy
2,209,771
+27,146
+1% +$2.62M 1.2% 29
2024
Q1 		$217M Buy
2,182,625
+26,077
+1% +$2.41M 1.14% 34
2023
Q4 		$193M Buy
2,156,548
+37,180
+2% +$3.09M 1.09% 40
2023
Q3 		$170M Buy
2,119,368
+22,917
+1% +$1.96M 1.02% 39
2023
Q2 		$187M Sell
2,096,451
-131,240
-6% -$11.1M 1.06% 44
2023
Q1 		$188M Sell
2,227,691
-17,918
-0.8% -$1.48M 1.09% 41
2022
Q4 		$176M Sell
2,245,609
-31,873
-1% -$2.35M 1.04% 41
2022
Q3 		$145M Sell
2,277,482
-13,004
-0.6% -$951K 0.92% 50
2022
Q2 		$162M Sell
2,290,486
-29,687
-1% -$2.19M 0.99% 45
2022
Q1 		$179M Buy
2,320,173
+31,964
+1% +$2.55M 0.94% 42
2021
Q4 		$199M Sell
2,288,209
-93,201
-4% -$7.8M 1% 42
2021
Q3 		$196M Sell
2,381,410
-139,939
-6% -$12.3M 1.08% 41
2021
Q2 		$206M Buy
2,521,349
+74,831
+3% +$5.76M 1.1% 41
2021
Q1 		$167M Buy
+2,446,518
New +$160M 0.96% 42

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

London Company of Virginia's OTIS Position: Q1 2026 in Review

London Company of Virginia reduced its Otis Worldwide (OTIS) stake by 39% in Q1 2026, selling an estimated $63.4M and leaving 1,121,660 shares worth $86.5M. The position accounts for 0.53% of the portfolio, ranked #59.

London Company of Virginia first reported a position in OTIS in Q1 2021 and has held it in 21 quarters since. The position peaked at $235M in Q3 2024. 1,239 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • London Company of Virginia held 1,121,660 shares of Otis Worldwide worth $86.5M as of Q1 2026.
  • London Company of Virginia sold 724,183 Otis Worldwide shares in Q1 2026, an estimated $63.4M.
  • Otis Worldwide made up 0.53% of London Company of Virginia's portfolio in Q1 2026, its #59 holding.
  • London Company of Virginia first reported a position in Otis Worldwide in Q1 2021 and has held it in 21 quarters since.
  • London Company of Virginia's Otis Worldwide position peaked at $235M in Q3 2024.
  • 1,239 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on London Company of Virginia's 13F filing for Q1 2026, filed 15 May 2026.