Larry Mathis Financial Planning’s British American Tobacco BTI Stock Holding History

Larry Mathis 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	$480K	Sell	7,768 -119	-2%	-$7.18K	0.37%	71
2026 Q1	$461K	Sell	7,887 -142	-2%	-$8.4K	0.41%	57
2025 Q4	$455K	Buy	+8,029	New	+$438K	0.4%	76

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

Larry Mathis Financial Planning's BTI Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its British American Tobacco (BTI) stake by 1.5% in Q2 2026, selling an estimated $7.18K and leaving 7,768 shares worth $480K. The position accounts for 0.37% of the portfolio, ranked #71.

Larry Mathis Financial Planning first reported a position in BTI in Q4 2025 and has held it in 3 quarters since. 901 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Larry Mathis Financial Planning held 7,768 shares of British American Tobacco worth $480K as of Q2 2026.
Larry Mathis Financial Planning sold 119 British American Tobacco shares in Q2 2026, an estimated $7.18K.
British American Tobacco made up 0.37% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #71 holding.
Larry Mathis Financial Planning first reported a position in British American Tobacco in Q4 2025 and has held it in 3 quarters since.
901 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.