FTA
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Financial & Tax Architects’s British American Tobacco BTI Stock Holding History

Financial & Tax Architects’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 		$627K Sell
10,718
-4,479
-29% -$265K 0.14% 80
2025
Q4 		$860K Sell
15,197
-621
-4% -$33.9K 0.19% 77
2025
Q3 		$840K Buy
15,818
+81
+0.5% +$4.4K 0.19% 77
2025
Q2 		$745K Sell
15,737
-1,513
-9% -$67K 0.18% 65
2025
Q1 		$714K Buy
17,250
+1,051
+6% +$41.3K 0.18% 73
2024
Q4 		$588K Buy
16,199
+1,864
+13% +$67.3K 0.15% 77
2024
Q3 		$524K Buy
+14,335
New +$512K 0.13% 78
2021
Q3 		– Sell
-9,848
Closed -$387K – 101
2021
Q2 		$387K Sell
9,848
-167
-2% -$6.54K 0.19% 82
2021
Q1 		$388K Buy
+10,015
New +$377K 0.22% 75

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 $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return