Forum Financial Management’s British American Tobacco BTI Stock Holding History

Forum Financial 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 Q1	–	Sell	-15,073	Closed	-$853K	–	430
2025 Q4	$853K	Hold	15,073	–	–	0.01%	288
2025 Q3	$800K	Hold	15,073	–	–	0.01%	291
2025 Q2	$713K	Sell	15,073 -5,586	-27%	-$247K	0.01%	297
2025 Q1	$855K	Sell	20,659 -779	-4%	-$30.6K	0.01%	232
2024 Q4	$779K	Buy	21,438 +6,367	+42%	+$230K	0.01%	251
2024 Q3	$551K	Hold	15,071	–	–	0.01%	305
2024 Q2	$466K	Hold	15,071	–	–	0.01%	328
2024 Q1	$460K	Hold	15,071	–	–	0.01%	351
2023 Q4	$441K	Hold	15,071	–	–	0.01%	323
2023 Q3	$473K	Sell	15,071 -667	-4%	-$22K	0.01%	296
2023 Q2	$523K	Buy	15,738 +659	+4%	+$22.5K	0.01%	282
2023 Q1	$530K	Buy	15,079 +3	+0%	+$113	0.02%	251
2022 Q4	$603K	Sell	15,076 -221	-1%	-$8.68K	0.02%	215
2022 Q3	$543K	Buy	15,297 +5	+0%	+$200	0.03%	207
2022 Q2	$656K	Hold	15,292	–	–	0.03%	185
2022 Q1	$644K	Hold	15,292	–	–	0.03%	199
2021 Q4	$572K	Buy	+15,292	New	+$543K	0.03%	216

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forum Financial Management's BTI Position: Q1 2026 in Review

Forum Financial Management sold out of British American Tobacco (BTI) in Q1 2026, closing a stake of 15,073 shares — an estimated $853K sold.

Forum Financial Management first reported a position in BTI in Q4 2021 and held it in 17 quarters. The position peaked at $855K in Q1 2025. 871 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

Forum Financial Management reported no remaining British American Tobacco position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 15,073 British American Tobacco shares in Q1 2026, an estimated $853K.
Forum Financial Management first reported a position in British American Tobacco in Q4 2021 and held it in 17 quarters.
Forum Financial Management's British American Tobacco position peaked at $855K in Q1 2025.
871 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.