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Lowe Brockenbrough & Co’s Otis Worldwide OTIS Stock Holding History

Lowe Brockenbrough & Co’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
-2,727
Closed -$238K – 333
2025
Q4 		$238K Buy
2,727
+165
+6% +$14.8K 0.01% 269
2025
Q3 		$234K Buy
2,562
+100
+4% +$9.08K 0.01% 271
2025
Q2 		$244K Buy
+2,462
New +$238K 0.01% 259
2024
Q4 		– Sell
-2,290
Closed -$238K – 267
2024
Q3 		$238K Sell
2,290
-634
-22% -$60.4K 0.02% 256
2024
Q2 		$281K Sell
2,924
-200
-6% -$19.3K 0.02% 240
2024
Q1 		$310K Buy
+3,124
New +$289K 0.02% 237
2023
Q4 		– Sell
-3,169
Closed -$255K – 266
2023
Q3 		$255K Hold
3,169
– – 0.02% 246
2023
Q2 		$282K Hold
3,169
– – 0.02% 246
2023
Q1 		$267K Buy
+3,169
New +$262K 0.02% 243
2022
Q4 		– Sell
-3,344
Closed -$213K – 265
2022
Q3 		$213K Sell
3,344
-25
-0.7% -$1.83K 0.02% 244
2022
Q2 		$238K Buy
3,369
+25
+0.7% +$1.84K 0.02% 248
2022
Q1 		$257K Sell
3,344
-25
-0.7% -$2K 0.02% 255
2021
Q4 		$293K Sell
3,369
-137
-4% -$11.5K 0.02% 228
2021
Q3 		$288K Buy
3,506
+850
+32% +$74.7K 0.02% 244
2021
Q2 		$217K Buy
+2,656
New +$204K 0.02% 217
2020
Q3 		– Sell
-35,730
Closed -$2.03M – 208
2020
Q2 		$2.03M Buy
+35,730
New +$1.85M 0.27% 92

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

Lowe Brockenbrough & Co's OTIS Position: Q1 2026 in Review

Lowe Brockenbrough & Co sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,727 shares — an estimated $238K sold.

Lowe Brockenbrough & Co first reported a position in OTIS in Q2 2020 and held it in 16 quarters. The position peaked at $2.03M in Q2 2020. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Lowe Brockenbrough & Co reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Lowe Brockenbrough & Co sold 2,727 Otis Worldwide shares in Q1 2026, an estimated $238K.
  • Lowe Brockenbrough & Co first reported a position in Otis Worldwide in Q2 2020 and held it in 16 quarters.
  • Lowe Brockenbrough & Co's Otis Worldwide position peaked at $2.03M in Q2 2020.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.