Aventura Private Wealth’s British American Tobacco BTI Stock Holding History

Aventura Private 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	$81.8K	Hold	1,325	–	–	0.03%	278
2026 Q1	$77.5K	Hold	1,325	–	–	0.03%	258
2025 Q4	$75K	Sell	1,325 -35	-3%	-$1.91K	0.03%	240
2025 Q3	$72.2K	Sell	1,360 -782	-37%	-$42.5K	0.03%	250
2025 Q2	$101K	Hold	2,142	–	–	0.04%	204
2025 Q1	$88.6K	Hold	2,142	–	–	0.05%	201
2024 Q4	$77.8K	Buy	+2,142	New	+$77.4K	0.04%	214

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

Aventura Private Wealth's BTI Position: Q2 2026 in Review

Aventura Private Wealth held its British American Tobacco (BTI) position steady in Q2 2026 at 1,325 shares worth $81.8K. The position accounts for 0.03% of the portfolio, ranked #278.

Aventura Private Wealth first reported a position in BTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $101K in Q2 2025. 910 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Aventura Private Wealth held 1,325 shares of British American Tobacco worth $81.8K as of Q2 2026.
Aventura Private Wealth left its British American Tobacco share count unchanged in Q2 2026.
British American Tobacco made up 0.03% of Aventura Private Wealth's portfolio in Q2 2026, its #278 holding.
Aventura Private Wealth first reported a position in British American Tobacco in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's British American Tobacco position peaked at $101K in Q2 2025.
910 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.