Position in OTIS
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$961,264
+$641,945 QoQ
Shares Held
12,471
+149.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Western Wealth Management, LLC holds $17,850,802 across 26 Specialty Industrial Machinery names. OTIS ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
5,615 | $4,901,332 | |
| 2 | ETN |
Eaton Corp plc
|
11,675 | $4,175,797 | |
| 3 | PH |
Parker-Hannifin Corp
|
3,379 | $3,025,015 | |
| 4 | CMI |
Cummins Inc
|
2,704 | $1,454,805 | |
| 5 | EMR |
Emerson Electric Co
|
7,673 | $1,005,316 | |
| 6 | OTIS |
Otis Worldwide Corp
This page
|
12,471 | $961,264 | |
| 7 | ROK |
Rockwell Automation, Inc
|
2,373 | $851,622 | |
| 8 | ITW |
Illinois Tool Works Inc
|
2,043 | $531,772 |
All Filings in OTIS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $961,264 | 12,471 | Shares | Sole | 2026-05-19 | |
| 2022-09-30 | $319,319 | 5,005 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $453,136 | 6,412 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $493,326 | 6,411 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $296,299 | 3,403 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||