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Medallion Wealth Advisors’s British American Tobacco BTI Stock Holding History

Medallion Wealth 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
Q1 		$84.2K Hold
1,440
– – 0.03% 386
2025
Q4 		$81.5K Buy
1,440
+20
+1% +$1.09K 0.03% 385
2025
Q3 		$75.4K Buy
1,420
+20
+1% +$1.09K 0.03% 400
2025
Q2 		$65.4K Hold
1,400
– – 0.03% 416
2025
Q1 		$57.5K Hold
1,400
– – 0.03% 407
2024
Q4 		$50.8K Buy
+1,400
New +$50.6K 0.03% 401

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Medallion Wealth Advisors's BTI Position: Q1 2026 in Review

Medallion Wealth Advisors held its British American Tobacco (BTI) position steady in Q1 2026 at 1,440 shares worth $84.2K. The position accounts for 0.03% of the portfolio, ranked #386.

Medallion Wealth Advisors first reported a position in BTI in Q4 2024 and has held it in 6 quarters since. 866 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

  • Medallion Wealth Advisors held 1,440 shares of British American Tobacco worth $84.2K as of Q1 2026.
  • Medallion Wealth Advisors left its British American Tobacco share count unchanged in Q1 2026.
  • British American Tobacco made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #386 holding.
  • Medallion Wealth Advisors first reported a position in British American Tobacco in Q4 2024 and has held it in 6 quarters since.
  • 866 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.