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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
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return