Bartlett & Co Wealth Management’s British American Tobacco BTI Stock Holding History

Bartlett & Co 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
2025 Q3	–	Sell	-28	Closed	-$1.35K	–	1214
2025 Q2	$1.35K	Buy	+28	New	+$1.24K	﹤0.01%	1128
2024 Q2	–	Sell	-800	Closed	-$25K	–	1143
2024 Q1	$25K	Hold	800	–	–	﹤0.01%	787
2023 Q4	$24K	Sell	800 -1,000	-56%	-$30.4K	﹤0.01%	851
2023 Q3	$57.8K	Hold	1,800	–	–	﹤0.01%	638
2023 Q2	$59.8K	Buy	1,800 +1,791	+19,900%	+$61.2K	﹤0.01%	633
2023 Q1	$323	Hold	9	–	–	﹤0.01%	1041
2022 Q4	$366	Hold	9	–	–	﹤0.01%	1074
2022 Q3	$325	Sell	9 -102	-92%	-$4.09K	﹤0.01%	1155
2022 Q2	$4.76K	Buy	111 +102	+1,133%	+$4.38K	﹤0.01%	1025
2022 Q1	$386	Buy	+9	New	+$384	﹤0.01%	1050
2021 Q1	–	Sell	-23	Closed	-$879	–	1119
2020 Q4	$879	Buy	+23	New	+$823	﹤0.01%	1072
2019 Q2	–	Sell	-62	Closed	-$2.59K	–	773
2019 Q1	$2.59K	Buy	+62	New	+$2.26K	﹤0.01%	640
2018 Q4	–	Sell	-25	Closed	-$1.17K	–	702
2018 Q3	$1.17K	Buy	+25	New	+$1.27K	﹤0.01%	675
2018 Q2	–	Sell	-185	Closed	-$10.8K	–	715
2018 Q1	$10.8K	Buy	+185	New	+$11.6K	﹤0.01%	604

Other funds holding BTI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Bartlett & Co Wealth Management's BTI Position: Q3 2025 in Review

Bartlett & Co Wealth Management sold out of British American Tobacco (BTI) in Q3 2025, closing a stake of 28 shares — an estimated $1.35K sold.

Bartlett & Co Wealth Management first reported a position in BTI in Q1 2018 and held it in 14 quarters. The position peaked at $59.8K in Q2 2023. 771 funds tracked by Wall St. Rank hold BTI as of Q3 2025.

Bartlett & Co Wealth Management reported no remaining British American Tobacco position as of Q3 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 28 British American Tobacco shares in Q3 2025, an estimated $1.35K.
Bartlett & Co Wealth Management first reported a position in British American Tobacco in Q1 2018 and held it in 14 quarters.
Bartlett & Co Wealth Management's British American Tobacco position peaked at $59.8K in Q2 2023.
771 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.