Atlantic Family Wealth’s British American Tobacco BTI Stock Holding History

Atlantic Family Wealth’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	$392K	Hold	6,345	–	–	0.25%	28
2026 Q1	$371K	Buy	6,345 +215	+4%	+$12.7K	0.27%	31
2025 Q4	$347K	Sell	6,130 -13	-0.2%	-$709	0.26%	29
2025 Q3	$326K	Buy	6,143 +1,497	+32%	+$81.3K	0.25%	33
2025 Q2	$220K	Buy	+4,646	New	+$206K	0.19%	44

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

Atlantic Family Wealth's BTI Position: Q2 2026 in Review

Atlantic Family Wealth held its British American Tobacco (BTI) position steady in Q2 2026 at 6,345 shares worth $392K. The position accounts for 0.25% of the portfolio, ranked #28.

Atlantic Family Wealth first reported a position in BTI in Q2 2025 and has held it in 5 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Atlantic Family Wealth held 6,345 shares of British American Tobacco worth $392K as of Q2 2026.
Atlantic Family Wealth left its British American Tobacco share count unchanged in Q2 2026.
British American Tobacco made up 0.25% of Atlantic Family Wealth's portfolio in Q2 2026, its #28 holding.
Atlantic Family Wealth first reported a position in British American Tobacco in Q2 2025 and has held it in 5 quarters since.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.