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Integrated Wealth Concepts’s British American Tobacco BTI Stock Holding History

Integrated Wealth Concepts’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 		$2.92M Buy
47,292
+2,980
+7% +$180K 0.02% 701
2026
Q1 		$2.59M Buy
44,312
+19,341
+77% +$1.14M 0.02% 663
2025
Q4 		$1.41M Sell
24,971
-1,390
-5% -$75.8K 0.02% 633
2025
Q3 		$1.4M Buy
26,361
+8,504
+48% +$462K 0.01% 826
2025
Q2 		$845K Buy
17,857
+2,509
+16% +$111K 0.01% 1016
2025
Q1 		$635K Buy
15,348
+638
+4% +$25.1K 0.01% 1038
2024
Q4 		$534K Buy
14,710
+1,820
+14% +$65.7K 0.01% 1095
2024
Q3 		$472K Buy
12,890
+418
+3% +$14.9K 0.01% 1109
2024
Q2 		$386K Sell
12,472
-165
-1% -$5.01K 0.01% 1170
2024
Q1 		$385K Sell
12,637
-51
-0.4% -$1.53K 0.01% 1176
2023
Q4 		$372K Sell
12,688
-4,459
-26% -$136K 0.01% 1141
2023
Q3 		$539K Sell
17,147
-829
-5% -$27.3K 0.01% 954
2023
Q2 		$597K Buy
17,976
+9,075
+102% +$310K 0.01% 909
2023
Q1 		$313K Buy
8,901
+3,270
+58% +$123K 0.01% 1035
2022
Q4 		$225K Buy
+5,631
New +$221K 0.01% 900

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Integrated Wealth Concepts's BTI Position: Q2 2026 in Review

Integrated Wealth Concepts increased its British American Tobacco (BTI) stake by 6.7% in Q2 2026, buying an estimated $180K and bringing the position to 47,292 shares worth $2.92M. The position accounts for 0.02% of the portfolio, ranked #701.

Integrated Wealth Concepts first reported a position in BTI in Q4 2022 and has held it in 15 quarters since. 909 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Integrated Wealth Concepts held 47,292 shares of British American Tobacco worth $2.92M as of Q2 2026.
  • Integrated Wealth Concepts bought 2,980 British American Tobacco shares in Q2 2026, an estimated $180K.
  • British American Tobacco made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #701 holding.
  • Integrated Wealth Concepts first reported a position in British American Tobacco in Q4 2022 and has held it in 15 quarters since.
  • 909 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.