Inlet Private Wealth’s British American Tobacco BTI Stock Holding History

Inlet Private Wealth’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	$7.8M	Sell	126,318 -7,500	-6%	-$453K	1.9%	15
2026 Q1	$7.82M	Sell	133,818 -7,310	-5%	-$433K	2%	13
2025 Q4	$7.99M	Sell	141,128 -6,000	-4%	-$327K	1.85%	15
2025 Q3	$7.81M	Hold	147,128	–	–	1.76%	18
2025 Q2	$6.96M	Hold	147,128	–	–	1.71%	17
2025 Q1	$6.09M	Sell	147,128 -350	-0.2%	-$13.8K	1.58%	20
2024 Q4	$5.36M	Buy	147,478 +1,800	+1%	+$65K	1.42%	25
2024 Q3	$5.33M	Buy	145,678 +100	+0.1%	+$3.57K	1.35%	26
2024 Q2	$4.5M	Sell	145,578 -200	-0.1%	-$6.08K	1.23%	30
2024 Q1	$4.45M	Buy	145,778 +5,845	+4%	+$176K	1.24%	29
2023 Q4	$4.1M	Buy	139,933 +26,920	+24%	+$819K	1.26%	29
2023 Q3	$3.55M	Buy	113,013 +21,775	+24%	+$718K	1.17%	31
2023 Q2	$3.03M	Buy	+91,238	New	+$3.12M	0.76%	41
2022 Q3	–	Sell	-4,867	Closed	-$209K	–	130
2022 Q2	$209K	Hold	4,867	–	–	0.06%	128
2022 Q1	$205K	Buy	+4,867	New	+$207K	0.05%	133
2020 Q1	–	Sell	-4,700	Closed	-$200K	–	130
2019 Q4	$200K	Sell	4,700 -4,150	-47%	-$156K	0.07%	144
2019 Q3	$327K	Sell	8,850 -55,950	-86%	-$2.05M	0.12%	114
2019 Q2	$2.35M	Buy	64,800 +21,900	+51%	+$830K	0.85%	39
2019 Q1	$1.79M	Buy	+42,900	New	+$1.56M	0.72%	44

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

Inlet Private Wealth's BTI Position: Q2 2026 in Review

Inlet Private Wealth reduced its British American Tobacco (BTI) stake by 5.6% in Q2 2026, selling an estimated $453K and leaving 126,318 shares worth $7.8M. The position accounts for 1.9% of the portfolio, ranked #15.

Inlet Private Wealth first reported a position in BTI in Q1 2019 and has held it in 19 quarters since. The position peaked at $7.99M in Q4 2025. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Inlet Private Wealth held 126,318 shares of British American Tobacco worth $7.8M as of Q2 2026.
Inlet Private Wealth sold 7,500 British American Tobacco shares in Q2 2026, an estimated $453K.
British American Tobacco made up 1.9% of Inlet Private Wealth's portfolio in Q2 2026, its #15 holding.
Inlet Private Wealth first reported a position in British American Tobacco in Q1 2019 and has held it in 19 quarters since.
Inlet Private Wealth's British American Tobacco position peaked at $7.99M in Q4 2025.
904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Inlet Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.