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 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lantz Financial's BTI Position: Q2 2026 in Review

Lantz Financial reduced its British American Tobacco (BTI) stake by 1.5% in Q2 2026, selling an estimated $11K and leaving 11,628 shares worth $718K. The position accounts for 0.13% of the portfolio, ranked #145.

Lantz Financial first reported a position in BTI in Q1 2021 and has held it in 18 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Lantz Financial held 11,628 shares of British American Tobacco worth $718K as of Q2 2026.
Lantz Financial sold 182 British American Tobacco shares in Q2 2026, an estimated $11K.
British American Tobacco made up 0.13% of Lantz Financial's portfolio in Q2 2026, its #145 holding.
Lantz Financial first reported a position in British American Tobacco in Q1 2021 and has held it in 18 quarters since.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.