Creative Planning’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
Q4
Sell
-500
Closed -$100 3929
2025
Q3
$100 Buy
+500
New +$27.1K ﹤0.01% 3906

Other funds holding BTI

Creative Planning's BTI Position: Q1 2026 in Review

Creative Planning increased its British American Tobacco (BTI) stake by 7.4% in Q1 2026, buying an estimated $1.13M and bringing the position to 276,052 shares worth $16.1M. The position accounts for 0.01% of the portfolio, ranked #515.

Creative Planning first reported a position in BTI in Q2 2013 and has held it in 51 quarters since. 866 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

  • Creative Planning held 276,052 shares of British American Tobacco worth $16.1M as of Q1 2026.
  • Creative Planning bought 19,136 British American Tobacco shares in Q1 2026, an estimated $1.13M.
  • British American Tobacco made up 0.01% of Creative Planning's portfolio in Q1 2026, its #515 holding.
  • Creative Planning first reported a position in British American Tobacco in Q2 2013 and has held it in 51 quarters since.
  • 866 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.