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 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 $1.9T AUM 41.92% 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 $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capstone Investment Advisors's BTI Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in British American Tobacco (BTI) in Q1 2026: 96,000 shares worth $5.61M. The stake represents 0.01% of the portfolio and ranks #395 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in BTI as recently as Q2 2025.

Capstone Investment Advisors first reported a position in BTI in Q1 2023 and has held it in 6 quarters since. 868 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

Capstone Investment Advisors held 96,000 shares of British American Tobacco worth $5.61M as of Q1 2026.
British American Tobacco was a new Capstone Investment Advisors position in Q1 2026.
British American Tobacco made up 0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #395 holding.
Capstone Investment Advisors first reported a position in British American Tobacco in Q1 2023 and has held it in 6 quarters since.
868 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.