AWA
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Aaron Wealth Advisors’s British American Tobacco BTI Stock Holding History

Aaron Wealth Advisors’s Portfolio BTI Stock Details BTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.42M Buy
24,241
+4,717
+24% +$279K 0.08% 154
2025
Q4 		$1.11M Buy
19,524
+5,248
+37% +$286K 0.06% 229
2025
Q3 		$758K Sell
14,276
-583
-4% -$31.6K 0.05% 295
2025
Q2 		$703K Buy
14,859
+1,048
+8% +$46.4K 0.07% 173
2025
Q1 		$571K Buy
13,811
+451
+3% +$17.7K 0.07% 189
2024
Q4 		$485K Buy
13,360
+1,490
+13% +$53.8K 0.06% 210
2024
Q3 		$434K Buy
11,870
+2,994
+34% +$107K 0.05% 221
2024
Q2 		$275K Buy
8,876
+906
+11% +$27.5K 0.04% 253
2024
Q1 		$243K Buy
+7,970
New +$240K 0.03% 257
2022
Q2 		– Sell
-25,422
Closed -$603K – 282
2022
Q1 		$603K Buy
+25,422
New +$1.08M 0.01% 471

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return