Bogart Wealth LLC’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $445K | Buy |
7,210
+2,847
| +65% | +$172K | 0.02% | 198 |
|
|
2026
Q1 | $255K | Sell |
4,363
-184
| -4% | -$10.9K | 0.01% | 228 |
|
|
2025
Q4 | $257K | Buy |
4,547
+7
| +0.2% | +$382 | 0.01% | 232 |
|
|
2025
Q3 | $241K | Sell |
4,540
-89
| -2% | -$4.83K | 0.01% | 224 |
|
|
2025
Q2 | $219K | Buy |
4,629
+1,000
| +28% | +$44.3K | 0.01% | 224 |
|
|
2025
Q1 | $150K | Buy |
3,629
+532
| +17% | +$20.9K | 0.01% | 253 |
|
|
2024
Q4 | $112K | Hold |
3,097
| – | – | 0.01% | 298 |
|
|
2024
Q3 | $113K | Sell |
3,097
-2,100
| -40% | -$75K | 0.01% | 294 |
|
|
2024
Q2 | $161K | Buy |
5,197
+2,203
| +74% | +$66.9K | 0.01% | 229 |
|
|
2024
Q1 | $91.3K | Sell |
2,994
-440
| -13% | -$13.2K | ﹤0.01% | 295 |
|
|
2023
Q4 | $101K | Sell |
3,434
-100
| -3% | -$3.04K | 0.01% | 270 |
|
|
2023
Q3 | $111K | Sell |
3,534
-65
| -2% | -$2.14K | 0.01% | 240 |
|
|
2023
Q2 | $119K | Buy |
3,599
+100
| +3% | +$3.42K | 0.01% | 228 |
|
|
2023
Q1 | $123K | Buy |
3,499
+39
| +1% | +$1.47K | 0.01% | 211 |
|
|
2022
Q4 | $138K | Buy |
3,460
+26
| +0.8% | +$1.02K | 0.01% | 202 |
|
|
2022
Q3 | $122K | Hold |
3,434
| – | – | 0.01% | 203 |
|
|
2022
Q2 | $147K | Buy |
3,434
+600
| +21% | +$25.7K | 0.01% | 178 |
|
|
2022
Q1 | $119K | Buy |
2,834
+2,394
| +544% | +$102K | 0.01% | 191 |
|
|
2021
Q4 | $16K | Hold |
440
| – | – | ﹤0.01% | 401 |
|
|
2021
Q3 | $16K | Hold |
440
| – | – | ﹤0.01% | 386 |
|
|
2021
Q2 | $17K | Hold |
440
| – | – | ﹤0.01% | 362 |
|
|
2021
Q1 | $17K | Hold |
440
| – | – | ﹤0.01% | 343 |
|
|
2020
Q4 | $16K | Hold |
440
| – | – | ﹤0.01% | 282 |
|
|
2020
Q3 | $15K | Hold |
440
| – | – | ﹤0.01% | 271 |
|
|
2020
Q2 | $17K | Hold |
440
| – | – | ﹤0.01% | 244 |
|
|
2020
Q1 | $15K | Sell |
440
-2,700
| -86% | -$110K | ﹤0.01% | 230 |
|
|
2019
Q4 | $133K | Hold |
3,140
| – | – | 0.04% | 126 |
|
|
2019
Q3 | $116K | Buy |
3,140
+275
| +10% | +$10.1K | 0.06% | 112 |
|
|
2019
Q2 | $99K | Buy |
2,865
+2,700
| +1,636% | +$102K | 0.06% | 114 |
|
|
2019
Q1 | $6K | Hold |
165
| – | – | ﹤0.01% | 270 |
|
|
2018
Q4 | $5K | Hold |
165
| – | – | ﹤0.01% | 277 |
|
|
2018
Q3 | $8K | Hold |
165
| – | – | ﹤0.01% | 240 |
|
|
2018
Q2 | $8K | Hold |
165
| – | – | ﹤0.01% | 249 |
|
|
2018
Q1 | $10K | Hold |
165
| – | – | 0.01% | 229 |
|
|
2017
Q4 | $11K | Hold |
165
| – | – | 0.01% | 223 |
|
|
2017
Q3 | $10K | Buy |
+165
| New | +$10.6K | 0.01% | 224 |
|
Other funds holding BTI
OAG
Bogart Wealth LLC's BTI Position: Q2 2026 in Review
Bogart Wealth LLC increased its British American Tobacco (BTI) stake by 65% in Q2 2026, buying an estimated $172K and bringing the position to 7,210 shares worth $445K. The position accounts for 0.02% of the portfolio, ranked #198.
Bogart Wealth LLC first reported a position in BTI in Q3 2017 and has held it in 36 quarters since. 910 funds tracked by Wall St. Rank hold BTI as of Q2 2026.
- Bogart Wealth LLC held 7,210 shares of British American Tobacco worth $445K as of Q2 2026.
- Bogart Wealth LLC bought 2,847 British American Tobacco shares in Q2 2026, an estimated $172K.
- British American Tobacco made up 0.02% of Bogart Wealth LLC's portfolio in Q2 2026, its #198 holding.
- Bogart Wealth LLC first reported a position in British American Tobacco in Q3 2017 and has held it in 36 quarters since.
- 910 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.