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 Q2	$364K	Hold	5,900	–	–	﹤0.01%	5297
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 $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

LPL Financial's BTI Position: Q2 2026 in Review

LPL Financial increased its British American Tobacco (BTI) stake by 6.2% in Q2 2026, buying an estimated $8.88M and bringing the position to 2,536,967 shares worth $157M. The position accounts for 0.04% of the portfolio, ranked #472.

LPL Financial first reported a position in BTI in Q2 2013 and has held it in 53 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

LPL Financial held 2,536,967 shares of British American Tobacco worth $157M as of Q2 2026.
LPL Financial bought 147,142 British American Tobacco shares in Q2 2026, an estimated $8.88M.
British American Tobacco made up 0.04% of LPL Financial's portfolio in Q2 2026, its #472 holding.
LPL Financial first reported a position in British American Tobacco in Q2 2013 and has held it in 53 quarters since.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.