Madison Avenue Partners’s British American Tobacco BTI Stock Holding History

Madison Avenue Partners’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	$64.4M	Sell	1,043,302 -80,465	-7%	-$4.86M	2.77%	13
2026 Q1	$65.7M	Sell	1,123,767 -100,000	-8%	-$5.92M	2.86%	12
2025 Q4	$69.3M	Hold	1,223,767	–	–	2.98%	12
2025 Q3	$65M	Buy	+1,223,767	New	+$66.4M	3.88%	9

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

Madison Avenue Partners's BTI Position: Q2 2026 in Review

Madison Avenue Partners reduced its British American Tobacco (BTI) stake by 7.2% in Q2 2026, selling an estimated $4.86M and leaving 1,043,302 shares worth $64.4M. The position accounts for 2.77% of the portfolio, ranked #13.

Madison Avenue Partners first reported a position in BTI in Q3 2025 and has held it in 4 quarters since. The position peaked at $69.3M in Q4 2025. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Madison Avenue Partners held 1,043,302 shares of British American Tobacco worth $64.4M as of Q2 2026.
Madison Avenue Partners sold 80,465 British American Tobacco shares in Q2 2026, an estimated $4.86M.
British American Tobacco made up 2.77% of Madison Avenue Partners's portfolio in Q2 2026, its #13 holding.
Madison Avenue Partners first reported a position in British American Tobacco in Q3 2025 and has held it in 4 quarters since.
Madison Avenue Partners's British American Tobacco position peaked at $69.3M in Q4 2025.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Madison Avenue Partners's 13F filing for Q2 2026, filed 14 Aug 2026.