EP Wealth Advisors’s British American Tobacco BTI Stock Holding History

EP Wealth Advisors’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 Q2	$843K	Buy	13,643 +4,956	+57%	+$299K	﹤0.01%	809
2026 Q1	$508K	Sell	8,687 -3,475	-29%	-$206K	﹤0.01%	890
2025 Q4	$689K	Buy	+12,162	New	+$664K	﹤0.01%	735
2025 Q2	$487K	Buy	+10,298	New	+$456K	﹤0.01%	790
2022 Q3	–	Sell	-6,672	Closed	-$286K	–	374
2022 Q2	$286K	Buy	6,672 +1,664	+33%	+$71.4K	0.01%	489
2022 Q1	$211K	Buy	+5,008	New	+$213K	﹤0.01%	563
2021 Q3	–	Sell	-6,549	Closed	-$257K	–	532
2021 Q2	$257K	Buy	+6,549	New	+$256K	0.01%	471

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

Morgan Stanley New York $1.89T AUM 35.08% 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

EP Wealth Advisors's BTI Position: Q2 2026 in Review

EP Wealth Advisors increased its British American Tobacco (BTI) stake by 57% in Q2 2026, buying an estimated $299K and bringing the position to 13,643 shares worth $843K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

EP Wealth Advisors first reported a position in BTI in Q2 2021 and has held it in 7 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

EP Wealth Advisors held 13,643 shares of British American Tobacco worth $843K as of Q2 2026.
EP Wealth Advisors bought 4,956 British American Tobacco shares in Q2 2026, an estimated $299K.
British American Tobacco made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #809 holding.
EP Wealth Advisors first reported a position in British American Tobacco in Q2 2021 and has held it in 7 quarters since.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.