Laurel Oak Wealth Management’s British American Tobacco BTI Stock Holding History

Laurel Oak 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	$424K	Buy	6,862 +196	+3%	+$11.8K	0.06%	230
2026 Q1	$390K	Buy	6,666 +204	+3%	+$12.1K	0.07%	222
2025 Q4	$366K	Buy	+6,462	New	+$353K	0.06%	236

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

Laurel Oak Wealth Management's BTI Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its British American Tobacco (BTI) stake by 2.9% in Q2 2026, buying an estimated $11.8K and bringing the position to 6,862 shares worth $424K. The position accounts for 0.06% of the portfolio, ranked #230.

Laurel Oak Wealth Management first reported a position in BTI in Q4 2025 and has held it in 3 quarters since. 910 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Laurel Oak Wealth Management held 6,862 shares of British American Tobacco worth $424K as of Q2 2026.
Laurel Oak Wealth Management bought 196 British American Tobacco shares in Q2 2026, an estimated $11.8K.
British American Tobacco made up 0.06% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #230 holding.
Laurel Oak Wealth Management first reported a position in British American Tobacco in Q4 2025 and has held it in 3 quarters since.
910 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.