Alaethes Wealth’s British American Tobacco BTI Stock Holding History

Alaethes Wealth’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 Q2	$2.68M	Buy	43,368 +46	+0.1%	+$2.78K	0.78%	38
2026 Q1	$2.57M	Buy	43,322 +4,085	+10%	+$242K	0.73%	42
2025 Q4	$2.25M	Sell	39,237 -181	-0.5%	-$9.88K	0.63%	49
2025 Q3	$2.09M	Sell	39,418 -3,637	-8%	-$197K	0.59%	56
2025 Q2	$2.07M	Buy	43,055 +840	+2%	+$37.2K	0.62%	55
2025 Q1	$1.78M	Buy	42,215 +3,656	+9%	+$144K	0.65%	53
2024 Q4	$1.43M	Sell	38,559 -4,140	-10%	-$150K	0.51%	70
2024 Q3	$1.59M	Sell	42,699 -36	-0.1%	-$1.29K	0.59%	67
2024 Q2	$1.35M	Buy	42,735 +1,111	+3%	+$33.7K	0.56%	71
2024 Q1	$1.3M	Buy	41,624 +6,715	+19%	+$202K	0.57%	71
2023 Q4	$1.02M	Sell	34,909 -7,558	-18%	-$230K	0.48%	81
2023 Q3	$1.33M	Sell	42,467 -10	-0%	-$330	0.73%	54
2023 Q2	$1.41M	Buy	42,477 +909	+2%	+$31.1K	0.77%	49
2023 Q1	$1.46M	Sell	41,568 -276	-0.7%	-$10.4K	0.86%	41
2022 Q4	$1.67M	Buy	+41,844	New	+$1.64M	1.15%	24
2022 Q1	–	Sell	-26	Closed	-$1K	–	298
2021 Q4	$1K	Hold	26	–	–	﹤0.01%	266
2021 Q3	$1K	Hold	26	–	–	﹤0.01%	252
2021 Q2	$1K	Buy	+26	New	+$1.02K	﹤0.01%	246

Other funds holding BTI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alaethes Wealth's BTI Position: Q2 2026 in Review

Alaethes Wealth increased its British American Tobacco (BTI) stake by 0.11% in Q2 2026, buying an estimated $2.78K and bringing the position to 43,368 shares worth $2.68M. The position accounts for 0.78% of the portfolio, ranked #38.

Alaethes Wealth first reported a position in BTI in Q2 2021 and has held it in 18 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Alaethes Wealth held 43,368 shares of British American Tobacco worth $2.68M as of Q2 2026.
Alaethes Wealth bought 46 British American Tobacco shares in Q2 2026, an estimated $2.78K.
British American Tobacco made up 0.78% of Alaethes Wealth's portfolio in Q2 2026, its #38 holding.
Alaethes Wealth first reported a position in British American Tobacco in Q2 2021 and has held it in 18 quarters since.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.