Covestor’s British American Tobacco BTI Stock Holding History

Covestor’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	–	Sell	-666	Closed	-$38K	–	2280
2025 Q4	$38K	Hold	666	–	–	0.02%	1010
2025 Q3	$35K	Hold	666	–	–	0.02%	1056
2025 Q2	$32K	Buy	+666	New	+$29.5K	0.02%	1067
2024 Q4	–	Sell	-42	Closed	-$2K	–	2253
2024 Q3	$2K	Sell	42 -3	-7%	-$107	﹤0.01%	1792
2024 Q2	$1K	Buy	45 +3	+7%	+$91	﹤0.01%	1942
2024 Q1	$1K	Buy	42 +3	+8%	+$90	﹤0.01%	1915
2023 Q4	$1K	Sell	39 -3	-7%	-$91	﹤0.01%	1931
2023 Q3	$1K	Hold	42	–	–	﹤0.01%	1894
2023 Q2	$1K	Sell	42 -1	-2%	-$34	﹤0.01%	1911
2023 Q1	$2K	Sell	43 -11	-20%	-$415	﹤0.01%	1739
2022 Q4	$2K	Buy	54 +9	+20%	+$354	﹤0.01%	1756
2022 Q3	$2K	Buy	45 +3	+7%	+$120	﹤0.01%	1681
2022 Q2	$2K	Sell	42 -1	-2%	-$43	﹤0.01%	1592
2022 Q1	$2K	Hold	43	–	–	﹤0.01%	1656
2021 Q4	$2K	Buy	+43	New	+$1.53K	﹤0.01%	1521

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Covestor's BTI Position: Q1 2026 in Review

Covestor sold out of British American Tobacco (BTI) in Q1 2026, closing a stake of 666 shares — an estimated $38K sold.

Covestor first reported a position in BTI in Q4 2021 and held it in 15 quarters. The position peaked at $38K in Q4 2025. 869 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

Covestor reported no remaining British American Tobacco position as of Q1 2026 after selling out during the quarter.
Covestor sold 666 British American Tobacco shares in Q1 2026, an estimated $38K.
Covestor first reported a position in British American Tobacco in Q4 2021 and held it in 15 quarters.
Covestor's British American Tobacco position peaked at $38K in Q4 2025.
869 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.