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 Q3	$906K	Hold	16,650	–	–	0.36%	49
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%	-$1.96K	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 $483B AUM 27.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Finer Wealth Management's BTI Position: Q3 2026 in Review

Finer Wealth Management held its British American Tobacco (BTI) position steady in Q3 2026 at 16,650 shares worth $906K. The position accounts for 0.36% of the portfolio, ranked #49.

Finer Wealth Management first reported a position in BTI in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.03M in Q2 2026. 688 funds tracked by Wall St. Rank hold BTI as of Q3 2026.

Finer Wealth Management held 16,650 shares of British American Tobacco worth $906K as of Q3 2026.
Finer Wealth Management left its British American Tobacco share count unchanged in Q3 2026.
British American Tobacco made up 0.36% of Finer Wealth Management's portfolio in Q3 2026, its #49 holding.
Finer Wealth Management first reported a position in British American Tobacco in Q2 2022 and has held it in 18 quarters since.
Finer Wealth Management's British American Tobacco position peaked at $1.03M in Q2 2026.
688 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.