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Leo Wealth LLC’s British American Tobacco BTI Stock Holding History

Leo Wealth LLC’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 		$320K Buy
5,467
+318
+6% +$18.8K 0.02% 348
2025
Q4 		$292K Buy
+5,149
New +$281K 0.02% 353

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Leo Wealth LLC's BTI Position: Q1 2026 in Review

Leo Wealth LLC increased its British American Tobacco (BTI) stake by 6.2% in Q1 2026, buying an estimated $18.8K and bringing the position to 5,467 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #348.

Leo Wealth LLC first reported a position in BTI in Q4 2025 and has held it in 2 quarters since. 869 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

  • Leo Wealth LLC held 5,467 shares of British American Tobacco worth $320K as of Q1 2026.
  • Leo Wealth LLC bought 318 British American Tobacco shares in Q1 2026, an estimated $18.8K.
  • British American Tobacco made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #348 holding.
  • Leo Wealth LLC first reported a position in British American Tobacco in Q4 2025 and has held it in 2 quarters since.
  • 869 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.