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LRI Investments’s British American Tobacco BTI Stock Holding History

LRI Investments’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 		$2.72K Buy
44
+29
+193% +$1.75K ﹤0.01% 1230
2026
Q1 		$877 Hold
15
– – ﹤0.01% 1327
2025
Q4 		$849 Hold
15
– – ﹤0.01% 1275
2025
Q3 		$796 Buy
+15
New +$814 ﹤0.01% 1270

Other funds holding BTI

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LRI Investments's BTI Position: Q2 2026 in Review

LRI Investments increased its British American Tobacco (BTI) stake by 193% in Q2 2026, buying an estimated $1.75K and bringing the position to 44 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

LRI Investments first reported a position in BTI in Q3 2025 and has held it in 4 quarters since. 366 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • LRI Investments held 44 shares of British American Tobacco worth $2.72K as of Q2 2026.
  • LRI Investments bought 29 British American Tobacco shares in Q2 2026, an estimated $1.75K.
  • British American Tobacco made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1230 holding.
  • LRI Investments first reported a position in British American Tobacco in Q3 2025 and has held it in 4 quarters since.
  • 366 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.