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 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 $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Capital Group California's BTI Position: Q1 2026 in Review

Legacy Capital Group California reduced its British American Tobacco (BTI) stake by 5.7% in Q1 2026, selling an estimated $24.3K and leaving 6,782 shares worth $397K. The position accounts for 0.15% of the portfolio, ranked #203.

Legacy Capital Group California first reported a position in BTI in Q4 2023 and has held it in 8 quarters since. The position peaked at $407K in Q4 2025. 866 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

Legacy Capital Group California held 6,782 shares of British American Tobacco worth $397K as of Q1 2026.
Legacy Capital Group California sold 411 British American Tobacco shares in Q1 2026, an estimated $24.3K.
British American Tobacco made up 0.15% of Legacy Capital Group California's portfolio in Q1 2026, its #203 holding.
Legacy Capital Group California first reported a position in British American Tobacco in Q4 2023 and has held it in 8 quarters since.
Legacy Capital Group California's British American Tobacco position peaked at $407K in Q4 2025.
866 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.