HM Payson & Co’s British American Tobacco BTI Stock Holding History

HM Payson & Co’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	–	Sell	-9,180	Closed	-$520K	–	1141
2025 Q4	$520K	Hold	9,180	–	–	0.01%	291
2025 Q3	$487K	Buy	+9,180	New	+$498K	0.01%	292
2024 Q3	–	Sell	-666	Closed	-$20.6K	–	1123
2024 Q2	$20.6K	Buy	+666	New	+$20.2K	﹤0.01%	751
2023 Q4	–	Sell	-1,000	Closed	-$31.4K	–	974
2023 Q3	$31.4K	Hold	1,000	–	–	﹤0.01%	660
2023 Q2	$33.2K	Hold	1,000	–	–	﹤0.01%	653
2023 Q1	$35.1K	Sell	1,000 -1,013	-50%	-$38.2K	﹤0.01%	635
2022 Q4	$80.5K	Buy	+2,013	New	+$79.1K	﹤0.01%	492
2020 Q4	–	Sell	-267	Closed	-$10K	–	1092
2020 Q3	$10K	Buy	+267	New	+$9.35K	﹤0.01%	826
2019 Q4	–	Sell	-162	Closed	-$6K	–	931
2019 Q3	$6K	Buy	162 +101	+166%	+$3.69K	﹤0.01%	856
2019 Q2	$2K	Buy	+61	New	+$2.31K	﹤0.01%	910

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HM Payson & Co's BTI Position: Q1 2026 in Review

HM Payson & Co sold out of British American Tobacco (BTI) in Q1 2026, closing a stake of 9,180 shares — an estimated $520K sold.

HM Payson & Co first reported a position in BTI in Q2 2019 and held it in 10 quarters. The position peaked at $520K in Q4 2025. 869 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

HM Payson & Co reported no remaining British American Tobacco position as of Q1 2026 after selling out during the quarter.
HM Payson & Co sold 9,180 British American Tobacco shares in Q1 2026, an estimated $520K.
HM Payson & Co first reported a position in British American Tobacco in Q2 2019 and held it in 10 quarters.
HM Payson & Co's British American Tobacco position peaked at $520K in Q4 2025.
869 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on HM Payson & Co's 13F filing for Q1 2026, filed 13 Apr 2026.