GAMMA Investing’s British American Tobacco BTI Stock Holding History

GAMMA Investing’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	$906K	Buy	14,672 +1,317	+10%	+$79.5K	0.03%	426
2026 Q1	$781K	Buy	13,355 +976	+8%	+$57.8K	0.04%	420
2025 Q4	$701K	Buy	12,379 +407	+3%	+$22.2K	0.04%	417
2025 Q3	$635K	Buy	11,972 +2,998	+33%	+$163K	0.04%	429
2025 Q2	$425K	Buy	8,974 +2,293	+34%	+$102K	0.03%	539
2025 Q1	$276K	Buy	6,681 +1,411	+27%	+$55.5K	0.02%	613
2024 Q4	$191K	Buy	5,270 +1,776	+51%	+$64.1K	0.02%	713
2024 Q3	$128K	Buy	3,494 +1,437	+70%	+$51.4K	0.01%	850
2024 Q2	$63.6K	Sell	2,057 -28	-1%	-$850	0.01%	1032
2024 Q1	$63.6K	Buy	2,085 +922	+79%	+$27.7K	0.01%	879
2023 Q4	$34.4K	Buy	+1,163	New	+$35.4K	0.01%	1138

Other funds holding BTI

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $225M AUM

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return