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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

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase New York $1.81T AUM 41.13% 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. 907 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.
  • 907 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.