Beverly Hills Private Wealth’s British American Tobacco BTI Stock Holding History

Beverly Hills 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	–	Sell	-10,650	Closed	-$623K	–	273
2026 Q1	$623K	Buy	10,650 +262	+3%	+$15.5K	0.1%	165
2025 Q4	$588K	Buy	10,388 +273	+3%	+$14.9K	0.1%	158
2025 Q3	$537K	Buy	10,115 +2,732	+37%	+$148K	0.09%	176
2025 Q2	$349K	Buy	7,383 +817	+12%	+$36.2K	0.07%	231
2025 Q1	$272K	Sell	6,566 -450	-6%	-$17.7K	0.05%	286
2024 Q4	$255K	Sell	7,016 -7,171	-51%	-$259K	0.05%	291
2024 Q3	$519K	Sell	14,187 -3,026	-18%	-$108K	0.1%	183
2024 Q2	$532K	Sell	17,213 -1,113	-6%	-$33.8K	0.12%	177
2024 Q1	$559K	Buy	18,326 +7,949	+77%	+$239K	0.13%	171
2023 Q4	$304K	Sell	10,377 -18,686	-64%	-$569K	0.08%	252
2023 Q3	$913K	Sell	29,063 -33,791	-54%	-$1.11M	0.27%	89
2023 Q2	$2.05M	Buy	62,854 +28,541	+83%	+$976K	0.34%	74
2023 Q1	$1.21M	Buy	34,313 +10,041	+41%	+$379K	0.37%	75
2022 Q4	$970K	Buy	+24,272	New	+$954K	0.42%	69

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

Beverly Hills Private Wealth's BTI Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of British American Tobacco (BTI) in Q2 2026, closing a stake of 10,650 shares — an estimated $623K sold.

Beverly Hills Private Wealth first reported a position in BTI in Q4 2022 and held it in 14 quarters. The position peaked at $2.05M in Q2 2023. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Beverly Hills Private Wealth reported no remaining British American Tobacco position as of Q2 2026 after selling out during the quarter.
Beverly Hills Private Wealth sold 10,650 British American Tobacco shares in Q2 2026, an estimated $623K.
Beverly Hills Private Wealth first reported a position in British American Tobacco in Q4 2022 and held it in 14 quarters.
Beverly Hills Private Wealth's British American Tobacco position peaked at $2.05M in Q2 2023.
904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.