HB Wealth Management’s British American Tobacco BTI Stock Holding History

HB Wealth Management’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	$1.36M	Buy	22,048 +2,179	+11%	+$132K	0.01%	611
2026 Q1	$1.16M	Buy	19,869 +3,216	+19%	+$190K	0.01%	610
2025 Q4	$943K	Sell	16,653 -506	-3%	-$27.6K	0.01%	647
2025 Q3	$911K	Buy	17,159 +6,059	+55%	+$329K	0.01%	641
2025 Q2	$525K	Buy	11,100 +944	+9%	+$41.8K	﹤0.01%	724
2025 Q1	$420K	Buy	10,156 +3,259	+47%	+$128K	﹤0.01%	823
2024 Q4	$251K	Sell	6,897 -259	-4%	-$9.36K	﹤0.01%	881
2024 Q3	$262K	Sell	7,156 -49	-0.7%	-$1.75K	﹤0.01%	802
2024 Q2	$223K	Buy	+7,205	New	+$219K	﹤0.01%	813

Other funds holding BTI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

HB Wealth Management's BTI Position: Q2 2026 in Review

HB Wealth Management increased its British American Tobacco (BTI) stake by 11% in Q2 2026, buying an estimated $132K and bringing the position to 22,048 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #611.

HB Wealth Management first reported a position in BTI in Q2 2024 and has held it in 9 quarters since. 910 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

HB Wealth Management held 22,048 shares of British American Tobacco worth $1.36M as of Q2 2026.
HB Wealth Management bought 2,179 British American Tobacco shares in Q2 2026, an estimated $132K.
British American Tobacco made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #611 holding.
HB Wealth Management first reported a position in British American Tobacco in Q2 2024 and has held it in 9 quarters since.
910 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.