LVW Advisors’s British American Tobacco BTI Stock Holding History

LVW Advisors’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	$483K	Buy	7,818 +469	+6%	+$28.3K	0.04%	242
2026 Q1	$430K	Buy	7,349 +1,695	+30%	+$100K	0.04%	241
2025 Q4	$320K	Sell	5,654 -1,194	-17%	-$65.1K	0.03%	264
2025 Q3	$364K	Sell	6,848 -409	-6%	-$22.2K	0.04%	247
2025 Q2	$343K	Sell	7,257 -413	-5%	-$18.3K	0.04%	244
2025 Q1	$317K	Buy	7,670 +685	+10%	+$26.9K	0.04%	229
2024 Q4	$254K	Sell	6,985 -1,079	-13%	-$39K	0.03%	273
2024 Q3	$295K	Sell	8,064 -1,003	-11%	-$35.8K	0.04%	245
2024 Q2	$280K	Sell	9,067 -120	-1%	-$3.65K	0.04%	241
2024 Q1	$280K	Sell	9,187 -7,784	-46%	-$234K	0.05%	234
2023 Q4	$497K	Sell	16,971 -1,880	-10%	-$57.2K	0.09%	155
2023 Q3	$592K	Sell	18,851 -1,736	-8%	-$57.2K	0.12%	113
2023 Q2	$683K	Sell	20,587 -186	-0.9%	-$6.36K	0.13%	105
2023 Q1	$730K	Sell	20,773 -551	-3%	-$20.8K	0.14%	106
2022 Q4	$853K	Buy	21,324 +3,972	+23%	+$156K	0.17%	94
2022 Q3	$616K	Sell	17,352 -75	-0.4%	-$3K	0.14%	113
2022 Q2	$748K	Sell	17,427 -5,248	-23%	-$225K	0.15%	99
2022 Q1	$956K	Sell	22,675 -295	-1%	-$12.6K	0.16%	91
2021 Q4	$859K	Sell	22,970 -3,176	-12%	-$113K	0.15%	104
2021 Q3	$922K	Buy	26,146 +126	+0.5%	+$4.73K	0.16%	101
2021 Q2	$1.02M	Buy	26,020 +5,955	+30%	+$233K	0.18%	88
2021 Q1	$777K	Buy	20,065 +2,981	+17%	+$112K	0.15%	104
2020 Q4	$640K	Buy	17,084 +137	+0.8%	+$4.9K	0.13%	99
2020 Q3	$613K	Buy	16,947 +1,439	+9%	+$50.4K	0.14%	92
2020 Q2	$602K	Buy	15,508 +1,981	+15%	+$75.9K	0.15%	89
2020 Q1	$462K	Buy	+13,527	New	+$552K	0.12%	92

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

LVW Advisors's BTI Position: Q2 2026 in Review

LVW Advisors increased its British American Tobacco (BTI) stake by 6.4% in Q2 2026, buying an estimated $28.3K and bringing the position to 7,818 shares worth $483K. The position accounts for 0.04% of the portfolio, ranked #242.

LVW Advisors first reported a position in BTI in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.02M in Q2 2021. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

LVW Advisors held 7,818 shares of British American Tobacco worth $483K as of Q2 2026.
LVW Advisors bought 469 British American Tobacco shares in Q2 2026, an estimated $28.3K.
British American Tobacco made up 0.04% of LVW Advisors's portfolio in Q2 2026, its #242 holding.
LVW Advisors first reported a position in British American Tobacco in Q1 2020 and has held it in 26 quarters since.
LVW Advisors's British American Tobacco position peaked at $1.02M in Q2 2021.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.