Michels Family Financial’s British American Tobacco BTI Stock Holding History

Michels Family Financial’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	$1.07M	Buy	17,387 +289	+2%	+$17.4K	0.69%	43
2026 Q1	$1,000K	Buy	17,098 +189	+1%	+$11.2K	0.72%	42
2025 Q4	$957K	Buy	16,909 +244	+1%	+$13.3K	0.7%	41
2025 Q3	$885K	Sell	16,665 -2,318	-12%	-$126K	0.69%	41
2025 Q2	$898K	Buy	18,983 +249	+1%	+$11K	0.77%	38
2025 Q1	$775K	Buy	18,734 +422	+2%	+$16.6K	0.7%	42
2024 Q4	$665K	Buy	+18,312	New	+$661K	0.61%	51

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

Michels Family Financial's BTI Position: Q2 2026 in Review

Michels Family Financial increased its British American Tobacco (BTI) stake by 1.7% in Q2 2026, buying an estimated $17.4K and bringing the position to 17,387 shares worth $1.07M. The position accounts for 0.69% of the portfolio, ranked #43.

Michels Family Financial first reported a position in BTI in Q4 2024 and has held it in 7 quarters since. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Michels Family Financial held 17,387 shares of British American Tobacco worth $1.07M as of Q2 2026.
Michels Family Financial bought 289 British American Tobacco shares in Q2 2026, an estimated $17.4K.
British American Tobacco made up 0.69% of Michels Family Financial's portfolio in Q2 2026, its #43 holding.
Michels Family Financial first reported a position in British American Tobacco in Q4 2024 and has held it in 7 quarters since.
904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.