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Guardian Wealth Management (Illinois)’s British American Tobacco BTI Stock Holding History

Guardian Wealth Management (Illinois)’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
2025
Q2 		– Sell
-2,732
Closed -$113K – 83
2025
Q1 		$113K Buy
2,732
+46
+2% +$1.81K 0.08% 76
2024
Q4 		$97.5K Sell
2,686
-713
-21% -$25.8K 0.07% 88
2024
Q3 		$124K Sell
3,399
-6,211
-65% -$222K 0.09% 77
2024
Q2 		$297K Sell
9,610
-839
-8% -$25.5K 0.23% 57
2024
Q1 		$319K Buy
10,449
+494
+5% +$14.9K 0.25% 54
2023
Q4 		$292K Buy
9,955
+3,010
+43% +$91.6K 0.25% 57
2023
Q3 		$218K Buy
6,945
+2,651
+62% +$87.4K 0.2% 61
2023
Q2 		$143K Buy
4,294
+2,848
+197% +$97.4K 0.13% 73
2023
Q1 		$50.8K Buy
1,446
+46
+3% +$1.73K 0.05% 108
2022
Q4 		$56K Hold
1,400
– – 0.06% 110
2022
Q3 		$50K Hold
1,400
– – 0.06% 105
2022
Q2 		$60K Sell
1,400
-489
-26% -$21K 0.06% 104
2022
Q1 		$80K Buy
1,889
+8
+0.4% +$341 0.08% 102
2021
Q4 		$70K Buy
+1,881
New +$66.8K 0.07% 103

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s BTI Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of British American Tobacco (BTI) in Q2 2025, closing a stake of 2,732 shares — an estimated $113K sold.

Guardian Wealth Management (Illinois) first reported a position in BTI in Q4 2021 and held it in 14 quarters. The position peaked at $319K in Q1 2024. 717 funds tracked by Wall St. Rank hold BTI as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining British American Tobacco position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 2,732 British American Tobacco shares in Q2 2025, an estimated $113K.
  • Guardian Wealth Management (Illinois) first reported a position in British American Tobacco in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Management (Illinois)'s British American Tobacco position peaked at $319K in Q1 2024.
  • 717 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.