Formidable Asset Management’s British American Tobacco BTI Stock Holding History

Formidable Asset 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	$494K	Sell	8,454 -758	-8%	-$45.8K	0.08%	234
2026 Q1	$522K	Sell	9,212 -694	-7%	-$41.1K	0.08%	224
2025 Q4	$526K	Sell	9,906 -7,165	-42%	-$391K	0.08%	242
2025 Q3	$808K	Sell	17,071 -961	-5%	-$52.2K	0.13%	164
2025 Q2	$746K	Hold	18,032	–	–	0.12%	154
2025 Q1	$746K	Buy	18,032 +586	+3%	+$23K	0.12%	159
2024 Q4	$634K	Sell	17,446 -25,095	-59%	-$906K	0.1%	196
2024 Q3	$1.56M	Sell	42,541 -1,911	-4%	-$68.3K	0.25%	80
2024 Q2	$1.37M	Sell	44,452 -1,768	-4%	-$53.7K	0.22%	90
2024 Q1	$1.41M	Buy	46,220 +2,355	+5%	+$70.9K	0.23%	94
2023 Q4	$1.28M	Buy	43,865 +544	+1%	+$16.6K	0.27%	72
2023 Q3	$1.34M	Buy	+43,321	New	+$1.43M	0.3%	65
2023 Q2	–	Sell	-36,559	Closed	-$1.28M	–	302
2023 Q1	$1.28M	Buy	36,559 +4,272	+13%	+$161K	0.27%	68
2022 Q4	$1.29M	Buy	32,287 +1,694	+6%	+$66.6K	0.29%	66
2022 Q3	$1.1M	Buy	30,593 +621	+2%	+$24.9K	0.25%	75
2022 Q2	$1.28M	Buy	29,972 +4,978	+20%	+$214K	0.29%	68
2022 Q1	$1.05M	Buy	+24,994	New	+$1.07M	0.2%	94
2019 Q2	–	Sell	-10,473	Closed	-$106K	–	237
2019 Q1	$106K	Buy	+10,473	New	+$381K	0.04%	170

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

Formidable Asset Management's BTI Position: Q2 2026 in Review

Formidable Asset Management reduced its British American Tobacco (BTI) stake by 8.2% in Q2 2026, selling an estimated $45.8K and leaving 8,454 shares worth $494K. The position accounts for 0.08% of the portfolio, ranked #234.

Formidable Asset Management first reported a position in BTI in Q1 2019 and has held it in 18 quarters since. The position peaked at $1.56M in Q3 2024. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Formidable Asset Management held 8,454 shares of British American Tobacco worth $494K as of Q2 2026.
Formidable Asset Management sold 758 British American Tobacco shares in Q2 2026, an estimated $45.8K.
British American Tobacco made up 0.08% of Formidable Asset Management's portfolio in Q2 2026, its #234 holding.
Formidable Asset Management first reported a position in British American Tobacco in Q1 2019 and has held it in 18 quarters since.
Formidable Asset Management's British American Tobacco position peaked at $1.56M in Q3 2024.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.