Avidian Wealth Enterprises’s British American Tobacco BTI Stock Holding History

Avidian Wealth Enterprises’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	$914K	Sell	14,805 -678	-4%	-$40.9K	0.03%	341
2026 Q1	$905K	Buy	15,483 +501	+3%	+$29.6K	0.03%	302
2025 Q4	$848K	Buy	14,982 +668	+5%	+$36.4K	0.03%	256
2025 Q3	$760K	Buy	14,314 +663	+5%	+$36K	0.03%	273
2025 Q2	$646K	Buy	13,651 +480	+4%	+$21.3K	0.03%	277
2025 Q1	$545K	Buy	13,171 +309	+2%	+$12.1K	0.02%	295
2024 Q4	$467K	Sell	12,862 -415	-3%	-$15K	0.02%	309
2024 Q3	$486K	Sell	13,277 -148	-1%	-$5.29K	0.02%	299
2024 Q2	$415K	Buy	13,425 +118	+0.9%	+$3.58K	0.02%	324
2024 Q1	$406K	Sell	13,307 -519	-4%	-$15.6K	0.02%	300
2023 Q4	$405K	Sell	13,826 -1,055	-7%	-$32.1K	0.02%	297
2023 Q3	$467K	Sell	14,881 -1,385	-9%	-$45.7K	0.03%	269
2023 Q2	$540K	Sell	16,266 -1,389	-8%	-$47.5K	0.04%	254
2023 Q1	$620K	Buy	17,655 +423	+2%	+$15.9K	0.03%	263
2022 Q4	$689K	Buy	17,232 +1,016	+6%	+$39.9K	0.04%	229
2022 Q3	$576K	Sell	16,216 -260	-2%	-$10.4K	0.04%	216
2022 Q2	$707K	Buy	16,476 +617	+4%	+$26.5K	0.05%	213
2022 Q1	$669K	Sell	15,859 -1,385	-8%	-$59K	0.04%	250
2021 Q4	$645K	Buy	17,244 +3,913	+29%	+$139K	0.04%	258
2021 Q3	$470K	Buy	13,331 +1,375	+12%	+$51.6K	0.04%	224
2021 Q2	$470K	Buy	11,956 +1,410	+13%	+$55.2K	0.04%	233
2021 Q1	$409K	Sell	10,546 -123	-1%	-$4.63K	0.03%	238
2020 Q4	$400K	Buy	10,669 +921	+9%	+$33K	0.04%	217
2020 Q3	$352K	Buy	9,748 +1,833	+23%	+$64.2K	0.04%	196
2020 Q2	$307K	Buy	7,915 +793	+11%	+$30.4K	0.04%	191
2020 Q1	$243K	Sell	7,122 -261	-4%	-$10.6K	0.04%	166
2019 Q4	$313K	Buy	7,383 +173	+2%	+$6.52K	0.04%	173
2019 Q3	$266K	Sell	7,210 -630	-8%	-$23K	0.04%	160
2019 Q2	$273K	Buy	7,840 +1,283	+20%	+$48.6K	0.06%	118
2019 Q1	$274K	Buy	+6,557	New	+$239K	0.06%	101

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

Avidian Wealth Enterprises's BTI Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its British American Tobacco (BTI) stake by 4.4% in Q2 2026, selling an estimated $40.9K and leaving 14,805 shares worth $914K. The position accounts for 0.03% of the portfolio, ranked #341.

Avidian Wealth Enterprises first reported a position in BTI in Q1 2019 and has held it in 30 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Avidian Wealth Enterprises held 14,805 shares of British American Tobacco worth $914K as of Q2 2026.
Avidian Wealth Enterprises sold 678 British American Tobacco shares in Q2 2026, an estimated $40.9K.
British American Tobacco made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #341 holding.
Avidian Wealth Enterprises first reported a position in British American Tobacco in Q1 2019 and has held it in 30 quarters since.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.