Live Oak Private Wealth’s British American Tobacco BTI Stock Holding History

Live Oak Private Wealth’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	$307K	Hold	4,969	–	–	0.04%	175
2026 Q1	$291K	Hold	4,969	–	–	0.04%	172
2025 Q4	$281K	Hold	4,969	–	–	0.04%	169
2025 Q3	$264K	Hold	4,969	–	–	0.04%	168
2025 Q2	$235K	Hold	4,969	–	–	0.04%	173
2025 Q1	$206K	Buy	+4,969	New	+$195K	0.03%	178

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

Live Oak Private Wealth's BTI Position: Q2 2026 in Review

Live Oak Private Wealth held its British American Tobacco (BTI) position steady in Q2 2026 at 4,969 shares worth $307K. The position accounts for 0.04% of the portfolio, ranked #175.

Live Oak Private Wealth first reported a position in BTI in Q1 2025 and has held it in 6 quarters since. 906 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Live Oak Private Wealth held 4,969 shares of British American Tobacco worth $307K as of Q2 2026.
Live Oak Private Wealth left its British American Tobacco share count unchanged in Q2 2026.
British American Tobacco made up 0.04% of Live Oak Private Wealth's portfolio in Q2 2026, its #175 holding.
Live Oak Private Wealth first reported a position in British American Tobacco in Q1 2025 and has held it in 6 quarters since.
906 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.