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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
Q2 		$1.74M Buy
28,189
+2,280
+9% +$138K 0.02% 438
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
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Foundations Investment Advisors's BTI Position: Q2 2026 in Review

Foundations Investment Advisors increased its British American Tobacco (BTI) stake by 8.8% in Q2 2026, buying an estimated $138K and bringing the position to 28,189 shares worth $1.74M. The position accounts for 0.02% of the portfolio, ranked #438.

Foundations Investment Advisors first reported a position in BTI in Q4 2022 and has held it in 13 quarters since. The position peaked at $7.22M in Q4 2024. 910 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Foundations Investment Advisors held 28,189 shares of British American Tobacco worth $1.74M as of Q2 2026.
  • Foundations Investment Advisors bought 2,280 British American Tobacco shares in Q2 2026, an estimated $138K.
  • British American Tobacco made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #438 holding.
  • Foundations Investment Advisors first reported a position in British American Tobacco in Q4 2022 and has held it in 13 quarters since.
  • Foundations Investment Advisors's British American Tobacco position peaked at $7.22M in Q4 2024.
  • 910 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.