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Essex LLC’s British American Tobacco BTI Stock Holding History

Essex LLC’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 		$418K Sell
6,765
-170
-2% -$10.3K 0.06% 125
2026
Q1 		$405K Sell
6,935
-50
-0.7% -$2.96K 0.07% 125
2025
Q4 		$395K Hold
6,985
– – 0.07% 121
2025
Q3 		$371K Hold
6,985
– – 0.07% 123
2025
Q2 		$331K Sell
6,985
-65
-0.9% -$2.88K 0.07% 126
2025
Q1 		$292K Buy
+7,050
New +$277K 0.06% 130

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Essex LLC's BTI Position: Q2 2026 in Review

Essex LLC reduced its British American Tobacco (BTI) stake by 2.5% in Q2 2026, selling an estimated $10.3K and leaving 6,765 shares worth $418K. The position accounts for 0.06% of the portfolio, ranked #125.

Essex LLC first reported a position in BTI in Q1 2025 and has held it in 6 quarters since. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Essex LLC held 6,765 shares of British American Tobacco worth $418K as of Q2 2026.
  • Essex LLC sold 170 British American Tobacco shares in Q2 2026, an estimated $10.3K.
  • British American Tobacco made up 0.06% of Essex LLC's portfolio in Q2 2026, its #125 holding.
  • Essex LLC first reported a position in British American Tobacco in Q1 2025 and has held it in 6 quarters since.
  • 904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Essex LLC's 13F filing for Q2 2026, filed 24 Jul 2026.