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

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

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. 910 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.
910 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.