Diversify 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
2026
Q1
$2.39M Buy
41,570
+17,189
+71% +$1.02M 0.04% 330
2025
Q4
$1.38M Buy
24,381
+2,702
+12% +$147K 0.06% 264
2025
Q3
$1.14M Buy
+21,679
New +$1.18M 0.07% 257

Other funds holding BTI

Diversify Wealth Management's BTI Position: Q1 2026 in Review

Diversify Wealth Management increased its British American Tobacco (BTI) stake by 71% in Q1 2026, buying an estimated $1.02M and bringing the position to 41,570 shares worth $2.39M. The position accounts for 0.04% of the portfolio, ranked #330.

Diversify Wealth Management 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.

  • Diversify Wealth Management held 41,570 shares of British American Tobacco worth $2.39M as of Q1 2026.
  • Diversify Wealth Management bought 17,189 British American Tobacco shares in Q1 2026, an estimated $1.02M.
  • British American Tobacco made up 0.04% of Diversify Wealth Management's portfolio in Q1 2026, its #330 holding.
  • Diversify Wealth Management 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 Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.