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

Finer 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 Q2	$1.03M	Buy	16,650 +300	+2%	+$18.1K	0.46%	40
2026 Q1	$956K	Buy	16,350 +819	+5%	+$48.5K	0.48%	42
2025 Q4	$879K	Sell	15,531 -52	-0.3%	-$2.84K	0.43%	43
2025 Q3	$827K	Sell	15,583 -263	-2%	-$14.3K	0.41%	47
2025 Q2	$750K	Hold	15,846	–	–	0.4%	45
2025 Q1	$656K	Sell	15,846 -50	-0.3%	-$1.97K	0.39%	49
2024 Q4	$577K	Hold	15,896	–	–	0.33%	54
2024 Q3	$581K	Buy	15,896 +3,882	+32%	+$139K	0.36%	53
2024 Q2	$372K	Buy	12,014 +2,942	+32%	+$89.4K	0.24%	62
2024 Q1	$277K	Hold	9,072	–	–	0.18%	72
2023 Q4	$266K	Hold	9,072	–	–	0.2%	69
2023 Q3	$285K	Buy	9,072 +29	+0.3%	+$956	0.23%	66
2023 Q2	$300K	Hold	9,043	–	–	0.23%	69
2023 Q1	$318K	Hold	9,043	–	–	0.27%	68
2022 Q4	$362K	Buy	9,043 +1,245	+16%	+$48.9K	0.34%	60
2022 Q3	$277K	Hold	7,798	–	–	0.27%	67
2022 Q2	$335K	Buy	+7,798	New	+$335K	0.31%	64

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

Finer Wealth Management's BTI Position: Q2 2026 in Review

Finer Wealth Management increased its British American Tobacco (BTI) stake by 1.8% in Q2 2026, buying an estimated $18.1K and bringing the position to 16,650 shares worth $1.03M. The position accounts for 0.46% of the portfolio, ranked #40.

Finer Wealth Management first reported a position in BTI in Q2 2022 and has held it in 17 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Finer Wealth Management held 16,650 shares of British American Tobacco worth $1.03M as of Q2 2026.
Finer Wealth Management bought 300 British American Tobacco shares in Q2 2026, an estimated $18.1K.
British American Tobacco made up 0.46% of Finer Wealth Management's portfolio in Q2 2026, its #40 holding.
Finer Wealth Management first reported a position in British American Tobacco in Q2 2022 and has held it in 17 quarters since.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.