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Keudell/Morrison Wealth Management’s British American Tobacco BTI Stock Holding History

Keudell/Morrison 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 		$826K Buy
13,382
+927
+7% +$56K 0.16% 92
2026
Q1 		$728K Buy
12,455
+547
+5% +$32.4K 0.15% 98
2025
Q4 		$674K Buy
+11,908
New +$650K 0.14% 100
2025
Q2 		$520K Buy
+10,981
New +$486K 0.12% 117
2024
Q4 		– Sell
-9,194
Closed -$336K – 221
2024
Q3 		$336K Sell
9,194
-387
-4% -$13.8K 0.09% 149
2024
Q2 		$296K Sell
9,581
-139
-1% -$4.22K 0.09% 159
2024
Q1 		$296K Sell
9,720
-1,163
-11% -$35K 0.09% 158
2023
Q4 		$319K Sell
10,883
-3,032
-22% -$92.2K 0.11% 146
2023
Q3 		$437K Sell
13,915
-268
-2% -$8.84K 0.13% 107
2023
Q2 		$471K Sell
14,183
-6,186
-30% -$211K 0.14% 105
2023
Q1 		$715K Sell
20,369
-1,237
-6% -$46.6K 0.21% 77
2022
Q4 		$864K Buy
21,606
+159
+0.7% +$6.25K 0.28% 66
2022
Q3 		$761K Buy
21,447
+1,708
+9% +$68.4K 0.28% 69
2022
Q2 		$847K Buy
19,739
+605
+3% +$26K 0.31% 68
2022
Q1 		$807K Buy
19,134
+1,072
+6% +$45.7K 0.34% 73
2021
Q4 		$676K Buy
18,062
+415
+2% +$14.7K 0.27% 80
2021
Q3 		$623K Buy
17,647
+2,783
+19% +$104K 0.27% 85
2021
Q2 		$584K Buy
14,864
+1,769
+14% +$69.3K 0.32% 87
2021
Q1 		$507K Buy
13,095
+1,136
+9% +$42.8K 0.29% 93
2020
Q4 		$448K Sell
11,959
-751
-6% -$26.9K 0.28% 97
2020
Q3 		$459K Buy
12,710
+1,624
+15% +$56.9K 0.3% 86
2020
Q2 		$430K Buy
11,086
+341
+3% +$13.1K 0.36% 88
2020
Q1 		$367K Buy
10,745
+3,567
+50% +$145K 0.36% 93
2019
Q4 		$305K Sell
7,178
-1,514
-17% -$57.1K 0.21% 111
2019
Q3 		$321K Sell
8,692
-1,621
-16% -$59.3K 0.26% 103
2019
Q2 		$380K Sell
10,313
-2,900
-22% -$110K 0.33% 85
2019
Q1 		$551K Buy
+13,213
New +$481K 0.48% 68

Other funds holding BTI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Keudell/Morrison Wealth Management's BTI Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its British American Tobacco (BTI) stake by 7.4% in Q2 2026, buying an estimated $56K and bringing the position to 13,382 shares worth $826K. The position accounts for 0.16% of the portfolio, ranked #92.

Keudell/Morrison Wealth Management first reported a position in BTI in Q1 2019 and has held it in 27 quarters since. The position peaked at $864K in Q4 2022. 135 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Keudell/Morrison Wealth Management held 13,382 shares of British American Tobacco worth $826K as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 927 British American Tobacco shares in Q2 2026, an estimated $56K.
  • British American Tobacco made up 0.16% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Keudell/Morrison Wealth Management first reported a position in British American Tobacco in Q1 2019 and has held it in 27 quarters since.
  • Keudell/Morrison Wealth Management's British American Tobacco position peaked at $864K in Q4 2022.
  • 135 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.