Bruce G. Allen Investments’s British American Tobacco BTI Stock Holding History

Bruce G. Allen Investments’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	$132K	Sell	2,134 -229	-10%	-$13.8K	0.08%	119
2026 Q1	$138K	Buy	2,363 +1	+0%	+$59	0.09%	113
2025 Q4	$134K	Sell	2,362 -139	-6%	-$7.58K	0.09%	119
2025 Q3	$133K	Sell	2,501 -57	-2%	-$3.09K	0.1%	119
2025 Q2	$121K	Buy	2,558 +774	+43%	+$34.3K	0.09%	127
2025 Q1	$73.8K	Buy	1,784 +20	+1%	+$786	0.06%	180
2024 Q4	$64.1K	Sell	1,764 -8	-0.5%	-$289	0.05%	215
2024 Q3	$64.8K	Buy	1,772 +1,351	+321%	+$48.3K	0.05%	218
2024 Q2	$13K	Sell	421 -49	-10%	-$1.49K	0.01%	424
2024 Q1	$14.3K	Buy	470 +37	+9%	+$1.11K	0.01%	417
2023 Q4	$12.7K	Buy	+433	New	+$13.2K	0.01%	440

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

Bruce G. Allen Investments's BTI Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its British American Tobacco (BTI) stake by 9.7% in Q2 2026, selling an estimated $13.8K and leaving 2,134 shares worth $132K. The position accounts for 0.08% of the portfolio, ranked #119.

Bruce G. Allen Investments first reported a position in BTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $138K in Q1 2026. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Bruce G. Allen Investments held 2,134 shares of British American Tobacco worth $132K as of Q2 2026.
Bruce G. Allen Investments sold 229 British American Tobacco shares in Q2 2026, an estimated $13.8K.
British American Tobacco made up 0.08% of Bruce G. Allen Investments's portfolio in Q2 2026, its #119 holding.
Bruce G. Allen Investments first reported a position in British American Tobacco in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's British American Tobacco position peaked at $138K in Q1 2026.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.