BXM Wealth’s British American Tobacco BTI Stock Holding History

BXM 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	$298K	Hold	4,825	–	–	0.16%	130
2026 Q1	$282K	Hold	4,825	–	–	0.22%	99
2025 Q4	$273K	Hold	4,825	–	–	0.21%	97
2025 Q3	$256K	Hold	4,825	–	–	0.24%	108
2025 Q2	$228K	Buy	+4,825	New	+$214K	0.27%	97

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

BXM Wealth's BTI Position: Q2 2026 in Review

BXM Wealth held its British American Tobacco (BTI) position steady in Q2 2026 at 4,825 shares worth $298K. The position accounts for 0.16% of the portfolio, ranked #130.

BXM Wealth first reported a position in BTI in Q2 2025 and has held it in 5 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

BXM Wealth held 4,825 shares of British American Tobacco worth $298K as of Q2 2026.
BXM Wealth left its British American Tobacco share count unchanged in Q2 2026.
British American Tobacco made up 0.16% of BXM Wealth's portfolio in Q2 2026, its #130 holding.
BXM Wealth first reported a position in British American Tobacco in Q2 2025 and has held it in 5 quarters since.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.