Clearstead Advisors’s British American Tobacco BTI Stock Holding History

Clearstead 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	$66K	Buy	1,068 +547	+105%	+$33K	﹤0.01%	1410
2026 Q1	$30.5K	Buy	521 +7	+1%	+$414	﹤0.01%	1364
2025 Q4	$29.1K	Sell	514 -16	-3%	-$873	﹤0.01%	1590
2025 Q3	$28.1K	Sell	530 -109	-17%	-$5.92K	﹤0.01%	1490
2025 Q2	$30.2K	Buy	639 +455	+247%	+$20.1K	﹤0.01%	1454
2025 Q1	$7.62K	Sell	184 -606	-77%	-$23.8K	﹤0.01%	1678
2024 Q4	$28.7K	Sell	790 -1,034	-57%	-$37.3K	﹤0.01%	1291
2024 Q3	$66.7K	Sell	1,824 -1,003	-35%	-$35.8K	﹤0.01%	1140
2024 Q2	$87.4K	Buy	+2,827	New	+$85.9K	﹤0.01%	1025
2024 Q1	–	Sell	-354	Closed	-$10.4K	–	1553
2023 Q4	$10.4K	Sell	354 -104	-23%	-$3.16K	﹤0.01%	1054
2023 Q3	$14.4K	Sell	458 -196	-30%	-$6.46K	﹤0.01%	939
2023 Q2	$21.7K	Buy	654 +300	+85%	+$10.3K	﹤0.01%	881
2023 Q1	$12.4K	Buy	+354	New	+$13.3K	﹤0.01%	919
2022 Q2	–	Sell	-972	Closed	-$41K	–	1292
2022 Q1	$41K	Buy	+972	New	+$41.4K	﹤0.01%	717
2021 Q4	–	Sell	-974	Closed	-$34K	–	1289
2021 Q3	$34K	Sell	974 -699	-42%	-$26.2K	﹤0.01%	674
2021 Q2	$66K	Buy	1,673 +699	+72%	+$27.4K	0.01%	514
2021 Q1	$38K	Hold	974	–	–	﹤0.01%	582
2020 Q4	$37K	Buy	+974	New	+$34.9K	﹤0.01%	553
2020 Q2	–	Sell	-766	Closed	-$26K	–	789
2020 Q1	$26K	Buy	+766	New	+$31.2K	﹤0.01%	481

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

Clearstead Advisors's BTI Position: Q2 2026 in Review

Clearstead Advisors increased its British American Tobacco (BTI) stake by 105% in Q2 2026, buying an estimated $33K and bringing the position to 1,068 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Clearstead Advisors first reported a position in BTI in Q1 2020 and has held it in 19 quarters since. The position peaked at $87.4K in Q2 2024. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Clearstead Advisors held 1,068 shares of British American Tobacco worth $66K as of Q2 2026.
Clearstead Advisors bought 547 British American Tobacco shares in Q2 2026, an estimated $33K.
British American Tobacco made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1410 holding.
Clearstead Advisors first reported a position in British American Tobacco in Q1 2020 and has held it in 19 quarters since.
Clearstead Advisors's British American Tobacco position peaked at $87.4K in Q2 2024.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.