Asset Planning Inc’s British American Tobacco BTI Stock Holding History

Asset Planning Inc’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	$199K	Hold	3,228	–	–	0.13%	93
2026 Q1	$189K	Hold	3,228	–	–	0.13%	88
2025 Q4	$183K	Hold	3,228	–	–	0.13%	85
2025 Q3	$171K	Sell	3,228 -334	-9%	-$18.1K	0.12%	90
2025 Q2	$169K	Hold	3,562	–	–	0.13%	89
2025 Q1	$147K	Hold	3,562	–	–	0.12%	90
2024 Q4	$129K	Buy	+3,562	New	+$129K	0.1%	92

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

Asset Planning Inc's BTI Position: Q2 2026 in Review

Asset Planning Inc held its British American Tobacco (BTI) position steady in Q2 2026 at 3,228 shares worth $199K. The position accounts for 0.13% of the portfolio, ranked #93.

Asset Planning Inc first reported a position in BTI in Q4 2024 and has held it in 7 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Asset Planning Inc held 3,228 shares of British American Tobacco worth $199K as of Q2 2026.
Asset Planning Inc left its British American Tobacco share count unchanged in Q2 2026.
British American Tobacco made up 0.13% of Asset Planning Inc's portfolio in Q2 2026, its #93 holding.
Asset Planning Inc first reported a position in British American Tobacco in Q4 2024 and has held it in 7 quarters since.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.