Heritage Wealth Advisors’s British American Tobacco BTI Stock Holding History

Heritage Wealth Advisors’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	$393K	Buy	6,364 +5,364	+536%	+$324K	0.01%	159
2026 Q1	$58.5K	Hold	1,000	–	–	﹤0.01%	307
2025 Q4	$56.6K	Hold	1,000	–	–	﹤0.01%	309
2025 Q3	$53.1K	Hold	1,000	–	–	﹤0.01%	295
2025 Q2	$47.3K	Hold	1,000	–	–	﹤0.01%	302
2025 Q1	$41.4K	Hold	1,000	–	–	﹤0.01%	315
2024 Q4	$36.3K	Buy	1,000 +100	+11%	+$3.61K	﹤0.01%	341
2024 Q3	$32.9K	Hold	900	–	–	﹤0.01%	361
2024 Q2	$27.8K	Hold	900	–	–	﹤0.01%	361
2024 Q1	$27.4K	Hold	900	–	–	﹤0.01%	376
2023 Q4	$26.4K	Buy	+900	New	+$27.4K	﹤0.01%	386
2020 Q1	–	Sell	-104	Closed	-$4.42K	–	461
2019 Q4	$4.42K	Buy	+104	New	+$3.92K	﹤0.01%	448
2018 Q4	–	Sell	-1,225	Closed	-$57K	–	389
2018 Q3	$57K	Buy	+1,225	New	+$62.2K	0.01%	188

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

Heritage Wealth Advisors's BTI Position: Q2 2026 in Review

Heritage Wealth Advisors increased its British American Tobacco (BTI) stake by 536% in Q2 2026, buying an estimated $324K and bringing the position to 6,364 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #159.

Heritage Wealth Advisors first reported a position in BTI in Q3 2018 and has held it in 13 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Heritage Wealth Advisors held 6,364 shares of British American Tobacco worth $393K as of Q2 2026.
Heritage Wealth Advisors bought 5,364 British American Tobacco shares in Q2 2026, an estimated $324K.
British American Tobacco made up 0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #159 holding.
Heritage Wealth Advisors first reported a position in British American Tobacco in Q3 2018 and has held it in 13 quarters since.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.