Belpointe Asset Management’s British American Tobacco BTI Stock Holding History

Belpointe Asset 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	$281K	Sell	4,553 -228	-5%	-$13.8K	0.01%	922
2026 Q1	$280K	Sell	4,781 -8,386	-64%	-$496K	0.01%	888
2025 Q4	$746K	Sell	13,167 -1,038	-7%	-$56.6K	0.03%	539
2025 Q3	$754K	Sell	14,205 -3,375	-19%	-$183K	0.03%	496
2025 Q2	$832K	Sell	17,580 -5,404	-24%	-$239K	0.03%	415
2025 Q1	$951K	Sell	22,984 -17,549	-43%	-$690K	0.05%	346
2024 Q4	$1.52M	Buy	40,533 +2,323	+6%	+$83.9K	0.09%	220
2024 Q3	$1.4M	Buy	38,210 +2,378	+7%	+$85K	0.08%	237
2024 Q2	$1.11M	Buy	35,832 +5,678	+19%	+$172K	0.08%	246
2024 Q1	$920K	Sell	30,154 -3,681	-11%	-$111K	0.07%	291
2023 Q4	$991K	Sell	33,835 -13,514	-29%	-$411K	0.09%	218
2023 Q3	$1.49M	Buy	+47,349	New	+$1.56M	0.15%	131
2023 Q2	–	Sell	-7,168	Closed	-$252K	–	958
2023 Q1	$252K	Sell	7,168 -570	-7%	-$21.5K	0.01%	831
2022 Q4	$309K	Buy	7,738 +37	+0.5%	+$1.45K	0.02%	716
2022 Q3	$273K	Buy	7,701 +1,044	+16%	+$41.8K	0.02%	721
2022 Q2	$287K	Sell	6,657 -300	-4%	-$12.9K	0.02%	695
2022 Q1	$294K	Sell	6,957 -775	-10%	-$33K	0.02%	732
2021 Q4	$289K	Buy	7,732 +736	+11%	+$26.1K	0.02%	732
2021 Q3	$247K	Buy	6,996 +740	+12%	+$27.8K	0.02%	778
2021 Q2	$246K	Sell	6,256 -2,352	-27%	-$92.1K	0.02%	749
2021 Q1	$334K	Buy	8,608 +1,752	+26%	+$66K	0.03%	564
2020 Q4	$257K	Sell	6,856 -344	-5%	-$12.3K	0.02%	622
2020 Q3	$260K	Sell	7,200 -892	-11%	-$31.2K	0.03%	481
2020 Q2	$314K	Buy	8,092 +2,636	+48%	+$101K	0.04%	394
2020 Q1	$187K	Buy	5,456 +1,932	+55%	+$78.8K	0.03%	441
2019 Q4	$149K	Sell	3,524 -3,488	-50%	-$131K	0.02%	631
2019 Q3	$259K	Buy	+7,012	New	+$257K	0.04%	423
2019 Q2	–	Sell	-2,958	Closed	-$124K	–	616
2019 Q1	$124K	Buy	+2,958	New	+$108K	0.02%	394

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

Belpointe Asset Management's BTI Position: Q2 2026 in Review

Belpointe Asset Management reduced its British American Tobacco (BTI) stake by 4.8% in Q2 2026, selling an estimated $13.8K and leaving 4,553 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #922.

Belpointe Asset Management first reported a position in BTI in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.52M in Q4 2024. 908 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Belpointe Asset Management held 4,553 shares of British American Tobacco worth $281K as of Q2 2026.
Belpointe Asset Management sold 228 British American Tobacco shares in Q2 2026, an estimated $13.8K.
British American Tobacco made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #922 holding.
Belpointe Asset Management first reported a position in British American Tobacco in Q1 2019 and has held it in 28 quarters since.
Belpointe Asset Management's British American Tobacco position peaked at $1.52M in Q4 2024.
908 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.