LPL Financial’s British American Tobacco BTI Stock Holding History

LPL Financial’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	$345K	Sell	5,900 -10,900	-65%	-$645K	﹤0.01%	5091
2025 Q4	$951K	Sell	16,800 -1,000	-6%	-$54.6K	﹤0.01%	4122
2025 Q3	$945K	Buy	+17,800	New	+$966K	﹤0.01%	4052

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

LPL Financial's BTI Position: Q1 2026 in Review

LPL Financial increased its British American Tobacco (BTI) stake by 14% in Q1 2026, buying an estimated $17.6M and bringing the position to 2,389,825 shares worth $140M. The position accounts for 0.04% of the portfolio, ranked #456.

LPL Financial first reported a position in BTI in Q2 2013 and has held it in 52 quarters since. 866 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

LPL Financial held 2,389,825 shares of British American Tobacco worth $140M as of Q1 2026.
LPL Financial bought 297,055 British American Tobacco shares in Q1 2026, an estimated $17.6M.
British American Tobacco made up 0.04% of LPL Financial's portfolio in Q1 2026, its #456 holding.
LPL Financial first reported a position in British American Tobacco in Q2 2013 and has held it in 52 quarters since.
866 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.