Aspen Grove Capital’s British American Tobacco BTI Stock Holding History

Aspen Grove Capital’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	$221K	Sell	3,585 -123	-3%	-$7.42K	0.03%	196
2026 Q1	$220K	Buy	+3,708	New	+$219K	0.04%	179
2025 Q3	–	Sell	-6,003	Closed	-$289K	–	214
2025 Q2	$289K	Buy	6,003 +48	+0.8%	+$2.13K	0.05%	170
2025 Q1	$251K	Buy	+5,955	New	+$234K	0.05%	193

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

Aspen Grove Capital's BTI Position: Q2 2026 in Review

Aspen Grove Capital reduced its British American Tobacco (BTI) stake by 3.3% in Q2 2026, selling an estimated $7.42K and leaving 3,585 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #196.

Aspen Grove Capital first reported a position in BTI in Q1 2025 and has held it in 4 quarters since. The position peaked at $289K in Q2 2025. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Aspen Grove Capital held 3,585 shares of British American Tobacco worth $221K as of Q2 2026.
Aspen Grove Capital sold 123 British American Tobacco shares in Q2 2026, an estimated $7.42K.
British American Tobacco made up 0.03% of Aspen Grove Capital's portfolio in Q2 2026, its #196 holding.
Aspen Grove Capital first reported a position in British American Tobacco in Q1 2025 and has held it in 4 quarters since.
Aspen Grove Capital's British American Tobacco position peaked at $289K in Q2 2025.
904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.