Capstone Investment Advisors’s British American Tobacco BTI Stock Holding History

Capstone Investment Advisors’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	$3.87M	Sell	62,707 -33,293	-35%	-$2.01M	0.01%	560
2026 Q1	$5.61M	Buy	+96,000	New	+$5.68M	0.01%	395
2025 Q3	–	Sell	-49,497	Closed	-$2.34M	–	1913
2025 Q2	$2.34M	Buy	+49,497	New	+$2.19M	0.01%	594
2024 Q1	–	Sell	-34,953	Closed	-$1.02M	–	2353
2023 Q4	$1.02M	Buy	34,953 +5,681	+19%	+$173K	﹤0.01%	1044
2023 Q3	$919K	Sell	29,272 -3,273	-10%	-$108K	﹤0.01%	1011
2023 Q2	$1.08M	Buy	32,545 +23,551	+262%	+$805K	0.01%	847
2023 Q1	$316K	Buy	+8,994	New	+$339K	﹤0.01%	1158

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

Capstone Investment Advisors's BTI Position: Q2 2026 in Review

Capstone Investment Advisors reduced its British American Tobacco (BTI) stake by 35% in Q2 2026, selling an estimated $2.01M and leaving 62,707 shares worth $3.87M. The position accounts for 0.01% of the portfolio, ranked #560.

Capstone Investment Advisors first reported a position in BTI in Q1 2023 and has held it in 7 quarters since. The position peaked at $5.61M in Q1 2026. 910 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Capstone Investment Advisors held 62,707 shares of British American Tobacco worth $3.87M as of Q2 2026.
Capstone Investment Advisors sold 33,293 British American Tobacco shares in Q2 2026, an estimated $2.01M.
British American Tobacco made up 0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #560 holding.
Capstone Investment Advisors first reported a position in British American Tobacco in Q1 2023 and has held it in 7 quarters since.
Capstone Investment Advisors's British American Tobacco position peaked at $5.61M in Q1 2026.
910 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.