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

HighMark 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	$6.86K	Buy	111 +32	+41%	+$1.93K	﹤0.01%	359
2026 Q1	$4.62K	Buy	+79	New	+$4.67K	﹤0.01%	391
2025 Q2	–	Sell	-32	Closed	-$1.32K	–	619
2025 Q1	$1.32K	Buy	+32	New	+$1.26K	﹤0.01%	476
2020 Q4	–	Sell	-552	Closed	-$20K	–	452
2020 Q3	$20K	Buy	552 +158	+40%	+$5.53K	0.02%	168
2020 Q2	$15K	Buy	+394	New	+$15.1K	0.02%	159

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

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

HighMark Wealth Management increased its British American Tobacco (BTI) stake by 41% in Q2 2026, buying an estimated $1.93K and bringing the position to 111 shares worth $6.86K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

HighMark Wealth Management first reported a position in BTI in Q2 2020 and has held it in 5 quarters since. The position peaked at $20K in Q3 2020. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

HighMark Wealth Management held 111 shares of British American Tobacco worth $6.86K as of Q2 2026.
HighMark Wealth Management bought 32 British American Tobacco shares in Q2 2026, an estimated $1.93K.
British American Tobacco made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #359 holding.
HighMark Wealth Management first reported a position in British American Tobacco in Q2 2020 and has held it in 5 quarters since.
HighMark Wealth Management's British American Tobacco position peaked at $20K in Q3 2020.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.