Concord Wealth Partners’s British American Tobacco BTI Stock Holding History

Concord Wealth Partners’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 Q3	$290K	Hold	5,335	–	–	0.03%	185
2026 Q2	$329K	Hold	5,335	–	–	0.04%	173
2026 Q1	$312K	Hold	5,335	–	–	0.04%	164
2025 Q4	$302K	Sell	5,335 -101	-2%	-$5.51K	0.04%	164
2025 Q3	$289K	Hold	5,436	–	–	0.04%	166
2025 Q2	$257K	Hold	5,436	–	–	0.04%	180
2025 Q1	$225K	Buy	5,436 +1,428	+36%	+$56.1K	0.04%	186
2024 Q4	$146K	Buy	4,008 +2,767	+223%	+$100K	0.02%	217
2024 Q3	$45.4K	Buy	1,241 +14	+1%	+$500	0.01%	351
2024 Q2	$38K	Buy	1,227 +10	+0.8%	+$304	0.01%	343
2024 Q1	$37.1K	Hold	1,217	–	–	0.01%	398
2023 Q4	$35.6K	Sell	1,217 -1,458	-55%	-$44.4K	0.01%	402
2023 Q3	$84K	Buy	2,675 +24	+0.9%	+$791	0.02%	305
2023 Q2	$88K	Buy	2,651 +1,238	+88%	+$42.3K	0.02%	291
2023 Q1	$49.6K	Buy	1,413 +19	+1%	+$716	0.01%	349
2022 Q4	$55.7K	Buy	+1,394	New	+$54.8K	0.02%	359
2022 Q3	–	Sell	-1,362	Closed	-$58K	–	287
2022 Q2	$58K	Buy	1,362 +17	+1%	+$729	0.02%	343
2022 Q1	$57K	Buy	1,345 +15	+1%	+$639	0.01%	405
2021 Q4	$50K	Buy	1,330 +855	+180%	+$30.4K	0.01%	455
2021 Q3	$17K	Hold	475	–	–	0.01%	400
2021 Q2	$19K	Hold	475	–	–	0.01%	509
2021 Q1	$18K	Hold	475	–	–	0.01%	486
2020 Q4	$18K	Buy	+475	New	+$17K	0.01%	318

Other funds holding BTI

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Concord Wealth Partners's BTI Position: Q3 2026 in Review

Concord Wealth Partners held its British American Tobacco (BTI) position steady in Q3 2026 at 5,335 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #185.

Concord Wealth Partners first reported a position in BTI in Q4 2020 and has held it in 23 quarters since. The position peaked at $329K in Q2 2026. 747 funds tracked by Wall St. Rank hold BTI as of Q3 2026.

Concord Wealth Partners held 5,335 shares of British American Tobacco worth $290K as of Q3 2026.
Concord Wealth Partners left its British American Tobacco share count unchanged in Q3 2026.
British American Tobacco made up 0.03% of Concord Wealth Partners's portfolio in Q3 2026, its #185 holding.
Concord Wealth Partners first reported a position in British American Tobacco in Q4 2020 and has held it in 23 quarters since.
Concord Wealth Partners's British American Tobacco position peaked at $329K in Q2 2026.
747 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.