Legacy Capital Group California’s British American Tobacco BTI Stock Holding History

Legacy Capital Group California’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	$435K	Buy	7,051 +269	+4%	+$16.2K	0.13%	219
2026 Q1	$397K	Sell	6,782 -411	-6%	-$24.3K	0.15%	203
2025 Q4	$407K	Buy	7,193 +47	+0.7%	+$2.56K	0.1%	243
2025 Q3	$379K	Buy	7,146 +1,225	+21%	+$66.5K	0.1%	252
2025 Q2	$280K	Buy	5,921 +363	+7%	+$16.1K	0.08%	274
2025 Q1	$230K	Buy	+5,558	New	+$218K	0.08%	283
2024 Q3	–	Sell	-8,092	Closed	-$250K	–	318
2024 Q2	$250K	Buy	8,092 +531	+7%	+$16.1K	0.09%	262
2024 Q1	$231K	Buy	7,561 +81	+1%	+$2.44K	0.09%	275
2023 Q4	$219K	Buy	+7,480	New	+$228K	0.08%	262

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

Legacy Capital Group California's BTI Position: Q2 2026 in Review

Legacy Capital Group California increased its British American Tobacco (BTI) stake by 4% in Q2 2026, buying an estimated $16.2K and bringing the position to 7,051 shares worth $435K. The position accounts for 0.13% of the portfolio, ranked #219.

Legacy Capital Group California first reported a position in BTI in Q4 2023 and has held it in 9 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Legacy Capital Group California held 7,051 shares of British American Tobacco worth $435K as of Q2 2026.
Legacy Capital Group California bought 269 British American Tobacco shares in Q2 2026, an estimated $16.2K.
British American Tobacco made up 0.13% of Legacy Capital Group California's portfolio in Q2 2026, its #219 holding.
Legacy Capital Group California first reported a position in British American Tobacco in Q4 2023 and has held it in 9 quarters since.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.