Alteri Wealth’s British American Tobacco BTI Stock Holding History

Alteri 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	$531K	Buy	8,601 +364	+4%	+$22K	0.15%	163
2026 Q1	$482K	Buy	8,237 +3,046	+59%	+$180K	0.16%	168
2025 Q4	$294K	Sell	5,191 -62	-1%	-$3.38K	0.1%	229
2025 Q3	$279K	Sell	5,253 -503	-9%	-$27.3K	0.1%	223
2025 Q2	$272K	Buy	5,756 +811	+16%	+$35.9K	0.11%	212
2025 Q1	$205K	Buy	+4,945	New	+$194K	0.09%	237

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

Alteri Wealth's BTI Position: Q2 2026 in Review

Alteri Wealth increased its British American Tobacco (BTI) stake by 4.4% in Q2 2026, buying an estimated $22K and bringing the position to 8,601 shares worth $531K. The position accounts for 0.15% of the portfolio, ranked #163.

Alteri Wealth first reported a position in BTI in Q1 2025 and has held it in 6 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Alteri Wealth held 8,601 shares of British American Tobacco worth $531K as of Q2 2026.
Alteri Wealth bought 364 British American Tobacco shares in Q2 2026, an estimated $22K.
British American Tobacco made up 0.15% of Alteri Wealth's portfolio in Q2 2026, its #163 holding.
Alteri Wealth first reported a position in British American Tobacco in Q1 2025 and has held it in 6 quarters since.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.