AE Wealth Management’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.21M | Buy |
20,613
+5,271
| +34% | +$312K | 0.01% | 793 |
|
|
2025
Q4 | $869K | Buy |
15,342
+2,025
| +15% | +$110K | 0.01% | 845 |
|
|
2025
Q3 | $707K | Buy |
13,317
+2,389
| +22% | +$130K | ﹤0.01% | 848 |
|
|
2025
Q2 | $517K | Buy |
+10,928
| New | +$484K | ﹤0.01% | 911 |
|
|
2024
Q4 | – | Sell |
-7,365
| Closed | -$269K | – | 2127 |
|
|
2024
Q3 | $269K | Sell |
7,365
-2,573
| -26% | -$92K | ﹤0.01% | 1068 |
|
|
2024
Q2 | $307K | Buy |
9,938
+175
| +2% | +$5.32K | ﹤0.01% | 1025 |
|
|
2024
Q1 | $298K | Sell |
9,763
-57,738
| -86% | -$1.74M | ﹤0.01% | 964 |
|
|
2023
Q4 | $2M | Buy |
67,501
+22,300
| +49% | +$678K | 0.01% | 907 |
|
|
2023
Q3 | $1.42M | Buy |
45,201
+1,494
| +3% | +$49.3K | 0.01% | 962 |
|
|
2023
Q2 | $1.45M | Sell |
43,707
-28,585
| -40% | -$977K | 0.01% | 944 |
|
|
2023
Q1 | $2.54M | Buy |
72,292
+1,909
| +3% | +$72K | 0.02% | 711 |
|
|
2022
Q4 | $2.81M | Buy |
70,383
+2,308
| +3% | +$90.7K | 0.02% | 630 |
|
|
2022
Q3 | $2.42M | Sell |
68,075
-1,622
| -2% | -$65K | 0.02% | 638 |
|
|
2022
Q2 | $2.99M | Buy |
69,697
+8,669
| +14% | +$372K | 0.02% | 538 |
|
|
2022
Q1 | $2.57M | Buy |
61,028
+13,731
| +29% | +$585K | 0.02% | 636 |
|
|
2021
Q4 | $1.77M | Buy |
47,297
+15,022
| +47% | +$533K | 0.01% | 740 |
|
|
2021
Q3 | $1.14M | Buy |
32,275
+3,116
| +11% | +$117K | 0.01% | 827 |
|
|
2021
Q2 | $1.15M | Buy |
29,159
+3,936
| +16% | +$154K | 0.01% | 792 |
|
|
2021
Q1 | $977K | Sell |
25,223
-1,725
| -6% | -$64.9K | 0.01% | 776 |
|
|
2020
Q4 | $1.01M | Sell |
26,948
-6,053
| -18% | -$217K | 0.01% | 707 |
|
|
2020
Q3 | $1.19M | Buy |
33,001
+5,807
| +21% | +$203K | 0.02% | 585 |
|
|
2020
Q2 | $1.06M | Buy |
27,194
+5,396
| +25% | +$207K | 0.02% | 605 |
|
|
2020
Q1 | $745K | Buy |
21,798
+4,996
| +30% | +$204K | 0.02% | 559 |
|
|
2019
Q4 | $713K | Buy |
16,802
+4,240
| +34% | +$160K | 0.02% | 619 |
|
|
2019
Q3 | $464K | Sell |
12,562
-10,586
| -46% | -$387K | 0.01% | 639 |
|
|
2019
Q2 | $807K | Buy |
23,148
+13,128
| +131% | +$497K | 0.02% | 459 |
|
|
2019
Q1 | $418K | Buy |
10,020
+1,690
| +20% | +$61.5K | 0.03% | 380 |
|
|
2018
Q4 | $265K | Sell |
8,330
-9,435
| -53% | -$367K | 0.05% | 372 |
|
|
2018
Q3 | $828K | Buy |
17,765
+11,956
| +206% | +$607K | 0.05% | 248 |
|
|
2018
Q2 | $293K | Sell |
5,809
-263
| -4% | -$13.9K | 0.02% | 338 |
|
|
2018
Q1 | $350K | Sell |
6,072
-180
| -3% | -$11.3K | 0.03% | 296 |
|
|
2017
Q4 | $419K | Buy |
6,252
+1,397
| +29% | +$91.1K | 0.04% | 255 |
|
|
2017
Q3 | $303K | Buy |
+4,855
| New | +$313K | 0.03% | 307 |
|
Other funds holding BTI
OAG
AE Wealth Management's BTI Position: Q1 2026 in Review
AE Wealth Management increased its British American Tobacco (BTI) stake by 34% in Q1 2026, buying an estimated $312K and bringing the position to 20,613 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #793.
AE Wealth Management first reported a position in BTI in Q3 2017 and has held it in 33 quarters since. The position peaked at $2.99M in Q2 2022. 866 funds tracked by Wall St. Rank hold BTI as of Q1 2026.
- AE Wealth Management held 20,613 shares of British American Tobacco worth $1.21M as of Q1 2026.
- AE Wealth Management bought 5,271 British American Tobacco shares in Q1 2026, an estimated $312K.
- British American Tobacco made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #793 holding.
- AE Wealth Management first reported a position in British American Tobacco in Q3 2017 and has held it in 33 quarters since.
- AE Wealth Management's British American Tobacco position peaked at $2.99M in Q2 2022.
- 866 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.