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

Fingerlakes 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	$295K	Hold	4,770	–	–	0.16%	86
2026 Q1	$279K	Hold	4,770	–	–	0.19%	81
2025 Q4	$270K	Buy	4,770 +19	+0.4%	+$1.04K	0.17%	82
2025 Q3	$252K	Hold	4,751	–	–	0.16%	82
2025 Q2	$225K	Sell	4,751 -1,632	-26%	-$72.3K	0.17%	80
2025 Q1	$264K	Hold	6,383	–	–	0.22%	78
2024 Q4	$232K	Buy	6,383 +738	+13%	+$26.7K	0.19%	80
2024 Q3	$206K	Buy	+5,645	New	+$202K	0.17%	88
2023 Q4	–	Sell	-6,930	Closed	-$218K	–	86
2023 Q3	$218K	Buy	6,930 +19	+0.3%	+$626	0.27%	80
2023 Q2	$229K	Buy	+6,911	New	+$236K	0.26%	84
2023 Q1	–	Sell	-5,197	Closed	-$208K	–	88
2022 Q4	$208K	Sell	5,197 -1,392	-21%	-$54.7K	0.29%	84
2022 Q3	$234K	Buy	6,589 +97	+1%	+$3.89K	0.34%	75
2022 Q2	$279K	Sell	6,492 -118	-2%	-$5.06K	0.38%	71
2022 Q1	$279K	Buy	6,610 +57	+0.9%	+$2.43K	0.33%	79
2021 Q4	$245K	Buy	+6,553	New	+$233K	0.28%	84

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

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

Fingerlakes Wealth Management held its British American Tobacco (BTI) position steady in Q2 2026 at 4,770 shares worth $295K. The position accounts for 0.16% of the portfolio, ranked #86.

Fingerlakes Wealth Management first reported a position in BTI in Q4 2021 and has held it in 15 quarters since. 908 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Fingerlakes Wealth Management held 4,770 shares of British American Tobacco worth $295K as of Q2 2026.
Fingerlakes Wealth Management left its British American Tobacco share count unchanged in Q2 2026.
British American Tobacco made up 0.16% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #86 holding.
Fingerlakes Wealth Management first reported a position in British American Tobacco in Q4 2021 and has held it in 15 quarters since.
908 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.