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Athena Wealth Management’s British American Tobacco BTI Stock Holding History

Athena Wealth Management’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 		$402K Buy
6,507
+1,678
+35% +$101K 0.3% 64
2026
Q1 		$282K Buy
+4,829
New +$286K 0.23% 82

Other funds holding BTI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Athena Wealth Management increased its British American Tobacco (BTI) stake by 35% in Q2 2026, buying an estimated $101K and bringing the position to 6,507 shares worth $402K. The position accounts for 0.3% of the portfolio, ranked #64.

Athena Wealth Management first reported a position in BTI in Q1 2026 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Athena Wealth Management held 6,507 shares of British American Tobacco worth $402K as of Q2 2026.
  • Athena Wealth Management bought 1,678 British American Tobacco shares in Q2 2026, an estimated $101K.
  • British American Tobacco made up 0.3% of Athena Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Athena Wealth Management first reported a position in British American Tobacco in Q1 2026 and has held it in 2 quarters since.
  • 194 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.