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

Daymark 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
Q1 		$288K Buy
4,929
+471
+11% +$27.9K 0.01% 583
2025
Q4 		$252K Sell
4,458
-402
-8% -$21.9K 0.01% 532
2025
Q3 		$258K Buy
+4,860
New +$264K 0.01% 524

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Daymark Wealth Partners's BTI Position: Q1 2026 in Review

Daymark Wealth Partners increased its British American Tobacco (BTI) stake by 11% in Q1 2026, buying an estimated $27.9K and bringing the position to 4,929 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #583.

Daymark Wealth Partners first reported a position in BTI in Q3 2025 and has held it in 3 quarters since. 866 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

  • Daymark Wealth Partners held 4,929 shares of British American Tobacco worth $288K as of Q1 2026.
  • Daymark Wealth Partners bought 471 British American Tobacco shares in Q1 2026, an estimated $27.9K.
  • British American Tobacco made up 0.01% of Daymark Wealth Partners's portfolio in Q1 2026, its #583 holding.
  • Daymark Wealth Partners first reported a position in British American Tobacco in Q3 2025 and has held it in 3 quarters since.
  • 866 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.