Institute for Wealth Management’s British American Tobacco BTI Stock Holding History

Institute for 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	$1.98K	Buy	+32	New	+$1.93K	﹤0.01%	1592
2019 Q3	–	Sell	-6,083	Closed	-$212K	–	428
2019 Q2	$212K	Buy	6,083 +579	+11%	+$21.9K	0.05%	423
2019 Q1	$230K	Buy	+5,504	New	+$200K	0.05%	387

Other funds holding BTI

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Institute for Wealth Management's BTI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in British American Tobacco (BTI) in Q2 2026: 32 shares worth $1.98K. The stake represents ﹤0.01% of the portfolio and ranks #1592 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in BTI as recently as Q2 2019.

Institute for Wealth Management first reported a position in BTI in Q1 2019 and has held it in 3 quarters since. The position peaked at $230K in Q1 2019. 347 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Institute for Wealth Management held 32 shares of British American Tobacco worth $1.98K as of Q2 2026.
British American Tobacco was a new Institute for Wealth Management position in Q2 2026.
British American Tobacco made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1592 holding.
Institute for Wealth Management first reported a position in British American Tobacco in Q1 2019 and has held it in 3 quarters since.
Institute for Wealth Management's British American Tobacco position peaked at $230K in Q1 2019.
347 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.