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 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 $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jackson Wealth Management's BTI Position: Q1 2026 in Review

Jackson Wealth Management increased its British American Tobacco (BTI) stake by 2.8% in Q1 2026, buying an estimated $49.5K and bringing the position to 31,234 shares worth $1.83M. The position accounts for 0.19% of the portfolio, ranked #72.

Jackson Wealth Management first reported a position in BTI in Q2 2017 and has held it in 8 quarters since. The position peaked at $1.84M in Q4 2017. 866 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

Jackson Wealth Management held 31,234 shares of British American Tobacco worth $1.83M as of Q1 2026.
Jackson Wealth Management bought 837 British American Tobacco shares in Q1 2026, an estimated $49.5K.
British American Tobacco made up 0.19% of Jackson Wealth Management's portfolio in Q1 2026, its #72 holding.
Jackson Wealth Management first reported a position in British American Tobacco in Q2 2017 and has held it in 8 quarters since.
Jackson Wealth Management's British American Tobacco position peaked at $1.84M in Q4 2017.
866 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on Jackson Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.