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

Dynasty Wealth Management’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	$1.27M	Sell	21,750 -441	-2%	-$26.1K	0.01%	159
2025 Q4	$1.26M	Buy	22,191 +1,800	+9%	+$98.2K	0.01%	169
2025 Q3	$1.08M	Buy	+20,391	New	+$1.11M	0.01%	159

Other funds holding BTI

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Dynasty Wealth Management reduced its British American Tobacco (BTI) stake by 2% in Q1 2026, selling an estimated $26.1K and leaving 21,750 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #159.

Dynasty 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.

Dynasty Wealth Management held 21,750 shares of British American Tobacco worth $1.27M as of Q1 2026.
Dynasty Wealth Management sold 441 British American Tobacco shares in Q1 2026, an estimated $26.1K.
British American Tobacco made up 0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #159 holding.
Dynasty 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 Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.