LVW Advisors
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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
Q3 		$369K Sell
6,780
-1,038
-13% -$60.2K 0.03% 320
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% -$3.64K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LVW Advisors's BTI Position: Q3 2026 in Review

LVW Advisors reduced its British American Tobacco (BTI) stake by 13% in Q3 2026, selling an estimated $60.2K and leaving 6,780 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #320.

LVW Advisors first reported a position in BTI in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.02M in Q2 2021. 565 funds tracked by Wall St. Rank hold BTI as of Q3 2026.

  • LVW Advisors held 6,780 shares of British American Tobacco worth $369K as of Q3 2026.
  • LVW Advisors sold 1,038 British American Tobacco shares in Q3 2026, an estimated $60.2K.
  • British American Tobacco made up 0.03% of LVW Advisors's portfolio in Q3 2026, its #320 holding.
  • LVW Advisors first reported a position in British American Tobacco in Q1 2020 and has held it in 27 quarters since.
  • LVW Advisors's British American Tobacco position peaked at $1.02M in Q2 2021.
  • 565 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.