Ipswich Investment Management’s British American Tobacco BTI Stock Holding History

Ipswich Investment 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	$1.54M	Buy	25,000 +6,000	+32%	+$362K	0.33%	68
2026 Q1	$1.11M	Sell	19,000 -6,000	-24%	-$355K	0.26%	78
2025 Q4	$1.42M	Hold	25,000	–	–	0.33%	65
2025 Q3	$1.33M	Hold	25,000	–	–	0.31%	73
2025 Q2	$1.18M	Hold	25,000	–	–	0.29%	79
2025 Q1	$1.03M	Hold	25,000	–	–	0.26%	80
2024 Q4	$908K	Sell	25,000 -944	-4%	-$34.1K	0.22%	93
2024 Q3	$949K	Buy	25,944 +50	+0.2%	+$1.79K	0.22%	94
2024 Q2	$801K	Sell	25,894 -1,252	-5%	-$38K	0.19%	100
2024 Q1	$828K	Hold	27,146	–	–	0.19%	100
2023 Q4	$795K	Sell	27,146 -550	-2%	-$16.7K	0.2%	100
2023 Q3	$870K	Hold	27,696	–	–	0.24%	94
2023 Q2	$920K	Sell	27,696 -449	-2%	-$15.4K	0.24%	93
2023 Q1	$988K	Hold	28,145	–	–	0.27%	88
2022 Q4	$1.13M	Buy	28,145 +700	+3%	+$27.5K	0.32%	80
2022 Q3	$974K	Sell	27,445 -172	-0.6%	-$6.89K	0.31%	84
2022 Q2	$1.19M	Sell	27,617 -143	-0.5%	-$6.14K	0.34%	81
2022 Q1	$1.17M	Buy	27,760 +1,250	+5%	+$53.3K	0.29%	89
2021 Q4	$992K	Buy	26,510 +2,300	+10%	+$81.7K	0.23%	100
2021 Q3	$854K	Hold	24,210	–	–	0.22%	104
2021 Q2	$952K	Hold	24,210	–	–	0.24%	99
2021 Q1	$938K	Buy	24,210 +1,100	+5%	+$41.4K	0.26%	91
2020 Q4	$866K	Sell	23,110 -380	-2%	-$13.6K	0.26%	92
2020 Q3	$849K	Buy	23,490 +5,100	+28%	+$179K	0.27%	82
2020 Q2	$714K	Buy	18,390 +1,950	+12%	+$74.7K	0.25%	91
2020 Q1	$562K	Buy	16,440 +6,000	+57%	+$245K	0.22%	95
2019 Q4	$443K	Buy	+10,440	New	+$394K	0.13%	127
2019 Q1	–	Sell	-419	Closed	-$13K	–	201
2018 Q4	$13K	Buy	+419	New	+$16.3K	﹤0.01%	349

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

Ipswich Investment Management's BTI Position: Q2 2026 in Review

Ipswich Investment Management increased its British American Tobacco (BTI) stake by 32% in Q2 2026, buying an estimated $362K and bringing the position to 25,000 shares worth $1.54M. The position accounts for 0.33% of the portfolio, ranked #68.

Ipswich Investment Management first reported a position in BTI in Q4 2018 and has held it in 28 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Ipswich Investment Management held 25,000 shares of British American Tobacco worth $1.54M as of Q2 2026.
Ipswich Investment Management bought 6,000 British American Tobacco shares in Q2 2026, an estimated $362K.
British American Tobacco made up 0.33% of Ipswich Investment Management's portfolio in Q2 2026, its #68 holding.
Ipswich Investment Management first reported a position in British American Tobacco in Q4 2018 and has held it in 28 quarters since.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.