Aprio 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
Q2
$1.47M Buy
23,795
+3,117
+15% +$188K 0.07% 176
2026
Q1
$1.21M Buy
20,678
+2
+0% +$118 0.07% 173
2025
Q4
$1.18M Sell
20,676
-456
-2% -$24.9K 0.07% 171
2025
Q3
$1.12M Buy
21,132
+1,873
+10% +$102K 0.11% 116
2025
Q2
$912K Sell
19,259
-37
-0.2% -$1.64K 0.1% 119
2025
Q1
$798K Buy
19,296
+4,494
+30% +$177K 0.1% 126
2024
Q4
$538K Buy
14,802
+2,935
+25% +$106K 0.08% 129
2024
Q3
$434K Buy
11,867
+2,166
+22% +$77.4K 0.07% 136
2024
Q2
$300K Buy
+9,701
New +$295K 0.05% 164
2024
Q1
Sell
-7,034
Closed -$206K 243
2023
Q4
$206K Buy
+7,034
New +$214K 0.05% 182

Other funds holding BTI

Aprio Wealth Management's BTI Position: Q2 2026 in Review

Aprio Wealth Management increased its British American Tobacco (BTI) stake by 15% in Q2 2026, buying an estimated $188K and bringing the position to 23,795 shares worth $1.47M. The position accounts for 0.07% of the portfolio, ranked #176.

Aprio Wealth Management first reported a position in BTI in Q4 2023 and has held it in 10 quarters since. 908 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Aprio Wealth Management held 23,795 shares of British American Tobacco worth $1.47M as of Q2 2026.
  • Aprio Wealth Management bought 3,117 British American Tobacco shares in Q2 2026, an estimated $188K.
  • British American Tobacco made up 0.07% of Aprio Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Aprio Wealth Management first reported a position in British American Tobacco in Q4 2023 and has held it in 10 quarters since.
  • 908 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.