Harbor Investment Advisory’s British American Tobacco BTI Stock Holding History

Harbor Investment Advisory’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	$741	Hold	12	–	–	﹤0.01%	1249
2026 Q1	$702	Buy	+12	New	+$710	﹤0.01%	1162
2024 Q2	–	Sell	-4	Closed	-$122	–	1323
2024 Q1	$122	Buy	+4	New	+$120	﹤0.01%	1309
2023 Q3	–	Sell	-2	Closed	-$66	–	1206
2023 Q2	$66	Buy	+2	New	+$68	﹤0.01%	1327
2022 Q4	–	Sell	-1,000	Closed	-$36K	–	1341
2022 Q3	$36K	Hold	1,000	–	–	0.01%	772
2022 Q2	$43K	Sell	1,000 -1,000	-50%	-$42.9K	0.01%	740
2022 Q1	$84K	Buy	+2,000	New	+$85.2K	0.01%	583

Other funds holding BTI

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

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

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return