Journey Strategic Wealth’s British American Tobacco BTI Stock Holding History

Journey Strategic Wealth’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	$596K	Buy	10,186 +791	+8%	+$46.8K	0.01%	298
2025 Q4	$532K	Buy	9,395 +1,234	+15%	+$67.3K	0.01%	297
2025 Q3	$433K	Buy	8,161 +360	+5%	+$19.5K	0.01%	339
2025 Q2	$369K	Buy	7,801 +2,738	+54%	+$121K	0.01%	367
2025 Q1	$209K	Buy	+5,063	New	+$199K	0.01%	460
2024 Q4	–	Sell	-5,499	Closed	-$201K	–	508
2024 Q3	$201K	Buy	+5,499	New	+$197K	0.01%	477

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

Journey Strategic Wealth's BTI Position: Q1 2026 in Review

Journey Strategic Wealth increased its British American Tobacco (BTI) stake by 8.4% in Q1 2026, buying an estimated $46.8K and bringing the position to 10,186 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #298.

Journey Strategic Wealth first reported a position in BTI in Q3 2024 and has held it in 6 quarters since. 866 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

Journey Strategic Wealth held 10,186 shares of British American Tobacco worth $596K as of Q1 2026.
Journey Strategic Wealth bought 791 British American Tobacco shares in Q1 2026, an estimated $46.8K.
British American Tobacco made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #298 holding.
Journey Strategic Wealth first reported a position in British American Tobacco in Q3 2024 and has held it in 6 quarters since.
866 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.