Lodestone Wealth Management’s British American Tobacco BTI Stock Holding History

Lodestone 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	$1.79K	Hold	29	–	–	﹤0.01%	694
2026 Q1	$1.7K	Hold	29	–	–	﹤0.01%	686
2025 Q4	$1.64K	Buy	+29	New	+$1.58K	﹤0.01%	699

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

Lodestone Wealth Management's BTI Position: Q2 2026 in Review

Lodestone Wealth Management held its British American Tobacco (BTI) position steady in Q2 2026 at 29 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Lodestone Wealth Management first reported a position in BTI in Q4 2025 and has held it in 3 quarters since. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Lodestone Wealth Management held 29 shares of British American Tobacco worth $1.79K as of Q2 2026.
Lodestone Wealth Management left its British American Tobacco share count unchanged in Q2 2026.
British American Tobacco made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #694 holding.
Lodestone Wealth Management first reported a position in British American Tobacco in Q4 2025 and has held it in 3 quarters since.
904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.