Focus Partners Wealth
BTI icon

Focus Partners Wealth’s British American Tobacco BTI Stock Holding History

Focus Partners Wealth’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 		$3.77M Buy
64,684
+11,001
+20% +$651K ﹤0.01% 1042
2025
Q4 		$3.04M Buy
53,683
+20,356
+61% +$1.11M ﹤0.01% 1151
2025
Q3 		$1.76M Buy
33,327
+20,063
+151% +$1.09M ﹤0.01% 1068
2025
Q2 		$628K Sell
13,264
-2,317
-15% -$103K ﹤0.01% 1322
2025
Q1 		$645K Sell
15,581
-37
-0.2% -$1.45K ﹤0.01% 1230
2024
Q4 		$567K Sell
15,618
-3,381
-18% -$122K ﹤0.01% 1269
2024
Q3 		$695K Sell
18,999
-7,177
-27% -$256K ﹤0.01% 1046
2024
Q2 		$810K Buy
+26,176
New +$795K ﹤0.01% 840

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