Alpha Cubed Investments’s British American Tobacco BTI Stock Holding History

Alpha Cubed Investments’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
2025 Q4	$233K	Sell	4,113 -400	-9%	-$21.8K	0.01%	261
2025 Q3	$240K	Buy	+4,513	New	+$245K	0.01%	255
2017 Q4	–	Sell	-4,116	Closed	-$257K	–	242
2017 Q3	$257K	Buy	+4,116	New	+$266K	0.04%	183

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

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

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

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

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

OAG

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Alpha Cubed Investments's BTI Position: Q4 2025 in Review

Alpha Cubed Investments reduced its British American Tobacco (BTI) stake by 8.9% in Q4 2025, selling an estimated $21.8K and leaving 4,113 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #261.

Alpha Cubed Investments first reported a position in BTI in Q3 2017 and has held it in 3 quarters since. The position peaked at $257K in Q3 2017. 823 funds tracked by Wall St. Rank hold BTI as of Q4 2025.

Alpha Cubed Investments held 4,113 shares of British American Tobacco worth $233K as of Q4 2025.
Alpha Cubed Investments sold 400 British American Tobacco shares in Q4 2025, an estimated $21.8K.
British American Tobacco made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #261 holding.
Alpha Cubed Investments first reported a position in British American Tobacco in Q3 2017 and has held it in 3 quarters since.
Alpha Cubed Investments's British American Tobacco position peaked at $257K in Q3 2017.
823 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.