Lantz Financial
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Lantz Financial’s British American Tobacco BTI Stock Holding History

Lantz Financial’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
Q3 		$624K Sell
11,470
-158
-1% -$9.17K 0.11% 157
2026
Q2 		$718K Sell
11,628
-182
-2% -$11K 0.13% 145
2026
Q1 		$691K Buy
11,810
+1,420
+14% +$84K 0.14% 146
2025
Q4 		$588K Buy
10,390
+529
+5% +$28.9K 0.12% 149
2025
Q3 		$523K Buy
9,861
+1,293
+15% +$70.2K 0.12% 156
2025
Q2 		$406K Buy
+8,568
New +$379K 0.1% 161
2024
Q4 		– Sell
-6,213
Closed -$227K – 229
2024
Q3 		$227K Buy
+6,213
New +$222K 0.06% 205
2024
Q1 		– Sell
-7,714
Closed -$226K – 207
2023
Q4 		$226K Sell
7,714
-267
-3% -$8.12K 0.08% 184
2023
Q3 		$251K Sell
7,981
-343
-4% -$11.3K 0.1% 161
2023
Q2 		$276K Sell
8,324
-5,496
-40% -$188K 0.11% 155
2023
Q1 		$485K Buy
13,820
+432
+3% +$16.3K 0.2% 110
2022
Q4 		$535K Buy
13,388
+560
+4% +$22K 0.24% 100
2022
Q3 		$455K Buy
12,828
+339
+3% +$13.6K 0.24% 98
2022
Q2 		$536K Buy
12,489
+324
+3% +$13.9K 0.24% 95
2022
Q1 		$513K Buy
12,165
+1,629
+15% +$69.4K 0.21% 104
2021
Q4 		$394K Buy
10,536
+2,204
+26% +$78.3K 0.18% 107
2021
Q3 		$294K Buy
8,332
+935
+13% +$35.1K 0.15% 122
2021
Q2 		$291K Buy
7,397
+1,679
+29% +$65.8K 0.15% 123
2021
Q1 		$222K Buy
+5,718
New +$215K 0.13% 124

Other funds holding BTI

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Investment Management Associates
Investment Management Associates Greenwood Village, Colorado $490M AUM 6.7% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Lantz Financial's BTI Position: Q3 2026 in Review

Lantz Financial reduced its British American Tobacco (BTI) stake by 1.4% in Q3 2026, selling an estimated $9.17K and leaving 11,470 shares worth $624K. The position accounts for 0.11% of the portfolio, ranked #157.

Lantz Financial first reported a position in BTI in Q1 2021 and has held it in 19 quarters since. The position peaked at $718K in Q2 2026. 311 funds tracked by Wall St. Rank hold BTI as of Q3 2026.

  • Lantz Financial held 11,470 shares of British American Tobacco worth $624K as of Q3 2026.
  • Lantz Financial sold 158 British American Tobacco shares in Q3 2026, an estimated $9.17K.
  • British American Tobacco made up 0.11% of Lantz Financial's portfolio in Q3 2026, its #157 holding.
  • Lantz Financial first reported a position in British American Tobacco in Q1 2021 and has held it in 19 quarters since.
  • Lantz Financial's British American Tobacco position peaked at $718K in Q2 2026.
  • 311 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.