Foundations Investment Advisors’s British American Tobacco BTI Stock Holding History

Foundations Investment Advisors’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	$1.51M	Buy	25,909 +2,188	+9%	+$129K	0.02%	426
2025 Q4	$1.34M	Buy	23,721 +13,298	+128%	+$726K	0.02%	431
2025 Q3	$553K	Buy	+10,423	New	+$566K	0.01%	626
2025 Q1	–	Sell	-198,659	Closed	-$7.22M	–	868
2024 Q4	$7.22M	Buy	198,659 +48,888	+33%	+$1.77M	0.14%	145
2024 Q3	$5.48M	Buy	149,771 +19,345	+15%	+$691K	0.12%	154
2024 Q2	$4.03M	Buy	130,426 +9,526	+8%	+$289K	0.1%	164
2024 Q1	$3.69M	Buy	120,900 +4,315	+4%	+$130K	0.1%	167
2023 Q4	$3.52M	Buy	116,585 +10,415	+10%	+$317K	0.09%	159
2023 Q3	$3.33M	Buy	106,170 +8,023	+8%	+$264K	0.1%	156
2023 Q2	$3.26M	Buy	98,147 +13,671	+16%	+$467K	0.11%	138
2023 Q1	$2.97M	Buy	84,476 +77,371	+1,089%	+$2.92M	0.11%	125
2022 Q4	$284K	Buy	+7,105	New	+$279K	0.01%	352

Other funds holding BTI

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foundations Investment Advisors's BTI Position: Q1 2026 in Review

Foundations Investment Advisors increased its British American Tobacco (BTI) stake by 9.2% in Q1 2026, buying an estimated $129K and bringing the position to 25,909 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #426.

Foundations Investment Advisors first reported a position in BTI in Q4 2022 and has held it in 12 quarters since. The position peaked at $7.22M in Q4 2024. 866 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

Foundations Investment Advisors held 25,909 shares of British American Tobacco worth $1.51M as of Q1 2026.
Foundations Investment Advisors bought 2,188 British American Tobacco shares in Q1 2026, an estimated $129K.
British American Tobacco made up 0.02% of Foundations Investment Advisors's portfolio in Q1 2026, its #426 holding.
Foundations Investment Advisors first reported a position in British American Tobacco in Q4 2022 and has held it in 12 quarters since.
Foundations Investment Advisors's British American Tobacco position peaked at $7.22M in Q4 2024.
866 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.