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Joel Isaacson & Co’s British American Tobacco BTI Stock Holding History

Joel Isaacson & Co’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 		$256K Hold
4,146
– – 0.01% 412
2026
Q1 		$242K Hold
4,146
– – 0.01% 401
2025
Q4 		$235K Buy
4,146
+353
+9% +$19.3K 0.01% 409
2025
Q3 		$201K Buy
+3,793
New +$206K 0.01% 429

Other funds holding BTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Joel Isaacson & Co's BTI Position: Q2 2026 in Review

Joel Isaacson & Co held its British American Tobacco (BTI) position steady in Q2 2026 at 4,146 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #412.

Joel Isaacson & Co first reported a position in BTI in Q3 2025 and has held it in 4 quarters since. 538 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Joel Isaacson & Co held 4,146 shares of British American Tobacco worth $256K as of Q2 2026.
  • Joel Isaacson & Co left its British American Tobacco share count unchanged in Q2 2026.
  • British American Tobacco made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #412 holding.
  • Joel Isaacson & Co first reported a position in British American Tobacco in Q3 2025 and has held it in 4 quarters since.
  • 538 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.