Jackson Wealth Management’s British American Tobacco BTI Stock Holding History

Jackson 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	–	Sell	-31,234	Closed	-$1.83M	–	90
2026 Q1	$1.83M	Buy	31,234 +837	+3%	+$49.5K	0.19%	72
2025 Q4	$1.72M	Buy	30,397 +1,681	+6%	+$91.7K	0.17%	75
2025 Q3	$1.52M	Buy	28,716 +1,480	+5%	+$80.3K	0.15%	79
2025 Q2	$1.29M	Buy	+27,236	New	+$1.21M	0.14%	85
2018 Q2	–	Sell	-24,223	Closed	-$1.45M	–	91
2018 Q1	$1.45M	Sell	24,223 -3,306	-12%	-$208K	0.4%	72
2017 Q4	$1.84M	Buy	27,529 +160	+0.6%	+$10.4K	0.47%	65
2017 Q3	$1.77M	Buy	27,369 +1,335	+5%	+$86.1K	0.48%	54
2017 Q2	$1.66M	Buy	+26,034	New	+$1.81M	0.52%	49

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

Jackson Wealth Management's BTI Position: Q2 2026 in Review

Jackson Wealth Management sold out of British American Tobacco (BTI) in Q2 2026, closing a stake of 31,234 shares — an estimated $1.83M sold.

Jackson Wealth Management first reported a position in BTI in Q2 2017 and held it in 8 quarters. The position peaked at $1.84M in Q4 2017. 909 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Jackson Wealth Management reported no remaining British American Tobacco position as of Q2 2026 after selling out during the quarter.
Jackson Wealth Management sold 31,234 British American Tobacco shares in Q2 2026, an estimated $1.83M.
Jackson Wealth Management first reported a position in British American Tobacco in Q2 2017 and held it in 8 quarters.
Jackson Wealth Management's British American Tobacco position peaked at $1.84M in Q4 2017.
909 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.