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Keystone Financial Planning’s British American Tobacco BTI Stock Holding History

Keystone Financial Planning’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 		$10.2M Sell
165,273
-1,976
-1% -$119K 2.63% 6
2026
Q1 		$9.78M Hold
167,249
– – 2.61% 5
2025
Q4 		$9.47M Sell
167,249
-3,806
-2% -$208K 2.75% 8
2025
Q3 		$9.08M Sell
171,055
-563
-0.3% -$30.6K 2.64% 7
2025
Q2 		$8.12M Sell
171,618
-1,126
-0.7% -$49.9K 2.46% 8
2025
Q1 		$7.15M Sell
172,744
-98
-0.1% -$3.85K 2.13% 11
2024
Q4 		$6.28M Sell
172,842
-428
-0.2% -$15.5K 1.95% 13
2024
Q3 		$6.34M Sell
173,270
-169
-0.1% -$6.04K 1.92% 14
2024
Q2 		$5.36M Sell
173,439
-297
-0.2% -$9.02K 1.78% 16
2024
Q1 		$5.3M Sell
173,736
-6,753
-4% -$203K 1.72% 18
2023
Q4 		$5.29M Hold
180,489
– – 1.75% 17
2023
Q3 		$5.67M Sell
180,489
-479
-0.3% -$15.8K 1.98% 17
2023
Q2 		$6.01M Buy
180,968
+2,108
+1% +$72.1K 2.01% 16
2023
Q1 		$6.28M Sell
178,860
-1,850
-1% -$69.7K 2.14% 17
2022
Q4 		$7.22M Sell
180,710
-1,196
-0.7% -$47K 2.44% 11
2022
Q3 		$6.46M Hold
181,906
– – 2.48% 15
2022
Q2 		$7.81M Sell
181,906
-1,238
-0.7% -$53.1K 2.74% 10
2022
Q1 		$7.72M Sell
183,144
-1,691
-0.9% -$72.1K 2.58% 12
2021
Q4 		$6.92M Sell
184,835
-2,411
-1% -$85.6K 2.36% 17
2021
Q3 		$6.61M Buy
187,246
+1,817
+1% +$68.2K 2.4% 15
2021
Q2 		$7.29M Sell
185,429
-3,949
-2% -$155K 2.64% 13
2021
Q1 		$7.34M Sell
189,378
-1,624
-0.9% -$61.1K 2.74% 14
2020
Q4 		$7.16M Sell
191,002
-107
-0.1% -$3.83K 2.97% 14
2020
Q3 		$6.91M Sell
191,109
-380
-0.2% -$13.3K 3.34% 10
2020
Q2 		$7.43M Sell
191,489
-99
-0.1% -$3.79K 3.67% 8
2020
Q1 		$6.55M Buy
191,588
+27,136
+17% +$1.11M 3.75% 8
2019
Q4 		$6.98M Buy
164,452
+2,926
+2% +$110K 3.12% 14
2019
Q3 		$5.96M Buy
161,526
+5,114
+3% +$187K 2.85% 16
2019
Q2 		$5.45M Buy
156,412
+13,044
+9% +$494K 2.67% 17
2019
Q1 		$5.98M Buy
143,368
+3,752
+3% +$137K 2.95% 17
2018
Q4 		$4.45M Buy
139,616
+7,449
+6% +$290K 2.49% 21
2018
Q3 		$6.16M Buy
132,167
+2,750
+2% +$140K 3.15% 12
2018
Q2 		$6.53M Buy
129,417
+1,485
+1% +$78.2K 3.6% 9
2018
Q1 		$7.38M Buy
127,932
+2,600
+2% +$163K 4.11% 3
2017
Q4 		$8.4M Buy
125,332
+910
+0.7% +$59.3K 4.48% 2
2017
Q3 		$7.77M Buy
124,422
+42,417
+52% +$2.74M 4.41% 3
2017
Q2 		$5.62M Buy
82,005
+1,018
+1% +$70.7K 3.4% 12
2017
Q1 		$5.37M Sell
80,987
-79
-0.1% -$4.89K 3.34% 13
2016
Q4 		$4.57M Buy
81,066
+1,468
+2% +$83.1K 2.98% 17
2016
Q3 		$5.08M Buy
79,598
+760
+1% +$48.2K 3.34% 13
2016
Q2 		$5.1M Buy
78,838
+4,262
+6% +$258K 3.46% 13
2016
Q1 		$4.36M Buy
74,576
+7,834
+12% +$431K 3.12% 14
2015
Q4 		$3.69M Sell
66,742
-3,478
-5% -$199K 2.79% 21
2015
Q3 		$3.87M Buy
70,220
+200
+0.3% +$11.1K 3.12% 19
2015
Q2 		$3.79M Buy
70,020
+53,066
+313% +$2.93M 2.9% 22
2015
Q1 		$880K Hold
16,954
– – 0.67% 32
2014
Q4 		$914K Buy
16,954
+1,926
+13% +$108K 0.67% 32
2014
Q3 		$850K Buy
+15,028
New +$889K 0.64% 32

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
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
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Keystone Financial Planning's BTI Position: Q2 2026 in Review

Keystone Financial Planning reduced its British American Tobacco (BTI) stake by 1.2% in Q2 2026, selling an estimated $119K and leaving 165,273 shares worth $10.2M. The position accounts for 2.63% of the portfolio, ranked #6.

Keystone Financial Planning first reported a position in BTI in Q3 2014 and has held it in 48 quarters since. 135 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Keystone Financial Planning held 165,273 shares of British American Tobacco worth $10.2M as of Q2 2026.
  • Keystone Financial Planning sold 1,976 British American Tobacco shares in Q2 2026, an estimated $119K.
  • British American Tobacco made up 2.63% of Keystone Financial Planning's portfolio in Q2 2026, its #6 holding.
  • Keystone Financial Planning first reported a position in British American Tobacco in Q3 2014 and has held it in 48 quarters since.
  • 135 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.