Congress Wealth Management’s British American Tobacco BTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$361K Buy
7,631
+1,652
+28% +$73.2K ﹤0.01% 1012
2025
Q1
$247K Buy
5,979
+134
+2% +$5.27K ﹤0.01% 982
2024
Q4
$212K Buy
+5,845
New +$211K ﹤0.01% 848
2023
Q2
– Sell
-5,885
Closed -$207K – 559
2023
Q1
$207K Buy
5,885
+35
+0.6% +$1.32K 0.01% 538
2022
Q4
$234K Sell
5,850
-4,452
-43% -$175K 0.01% 517
2022
Q3
$366K Buy
10,302
+4,710
+84% +$189K 0.01% 439
2022
Q2
$240K Sell
5,592
-586
-9% -$25.1K 0.01% 507
2022
Q1
$260K Buy
6,178
+726
+13% +$30.9K 0.01% 538
2021
Q4
$204K Buy
+5,452
New +$194K ﹤0.01% 590

Other funds holding BTI

Congress Wealth Management's BTI Position: Q2 2025 in Review

Congress Wealth Management increased its British American Tobacco (BTI) stake by 28% in Q2 2025, buying an estimated $73.2K and bringing the position to 7,631 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Congress Wealth Management first reported a position in BTI in Q4 2021 and has held it in 9 quarters since. The position peaked at $366K in Q3 2022. 718 funds tracked by Wall St. Rank hold BTI as of Q2 2025.

  • Congress Wealth Management held 7,631 shares of British American Tobacco worth $361K as of Q2 2025.
  • Congress Wealth Management bought 1,652 British American Tobacco shares in Q2 2025, an estimated $73.2K.
  • British American Tobacco made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1012 holding.
  • Congress Wealth Management first reported a position in British American Tobacco in Q4 2021 and has held it in 9 quarters since.
  • Congress Wealth Management's British American Tobacco position peaked at $366K in Q3 2022.
  • 718 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.