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

Icon 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	$1.74M	Buy	28,111 +12,854	+84%	+$776K	0.1%	134
2026 Q1	$877K	Buy	+15,257	New	+$903K	0.06%	185
2025 Q4	–	Sell	-2,339	Closed	-$124K	–	411
2025 Q3	$124K	Buy	+2,339	New	+$127K	0.01%	463
2024 Q2	–	Sell	-3,630	Closed	-$111K	–	445
2024 Q1	$111K	Sell	3,630 -1,015	-22%	-$30.5K	0.01%	451
2023 Q4	$136K	Buy	+4,645	New	+$141K	0.01%	376
2022 Q4	$347K	Sell	8,684 -656	-7%	-$25.8K	0.04%	230
2022 Q3	$332K	Buy	+9,340	New	+$374K	0.04%	226

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

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

Icon Wealth Advisors increased its British American Tobacco (BTI) stake by 84% in Q2 2026, buying an estimated $776K and bringing the position to 28,111 shares worth $1.74M. The position accounts for 0.1% of the portfolio, ranked #134.

Icon Wealth Advisors first reported a position in BTI in Q3 2022 and has held it in 7 quarters since. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Icon Wealth Advisors held 28,111 shares of British American Tobacco worth $1.74M as of Q2 2026.
Icon Wealth Advisors bought 12,854 British American Tobacco shares in Q2 2026, an estimated $776K.
British American Tobacco made up 0.1% of Icon Wealth Advisors's portfolio in Q2 2026, its #134 holding.
Icon Wealth Advisors first reported a position in British American Tobacco in Q3 2022 and has held it in 7 quarters since.
904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.