Mission Wealth Management’s British American Tobacco BTI Stock Holding History

Mission Wealth Management’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	$703K	Buy	11,386 +1,766	+18%	+$107K	0.01%	578
2026 Q1	$562K	Sell	9,620 -171	-2%	-$10.1K	0.01%	464
2025 Q4	$554K	Sell	9,791 -1,097	-10%	-$59.9K	0.01%	467
2025 Q3	$578K	Buy	10,888 +49	+0.5%	+$2.66K	0.01%	456
2025 Q2	$513K	Buy	10,839 +226	+2%	+$10K	0.01%	470
2025 Q1	$439K	Sell	10,613 -72	-0.7%	-$2.83K	0.01%	492
2024 Q4	$388K	Buy	10,685 +1,375	+15%	+$49.7K	0.01%	490
2024 Q3	$341K	Buy	9,310 +484	+5%	+$17.3K	0.01%	528
2024 Q2	$273K	Buy	+8,826	New	+$268K	0.01%	548
2023 Q4	–	Sell	-6,951	Closed	-$218K	–	592
2023 Q3	$218K	Sell	6,951 -427	-6%	-$14.1K	0.01%	506
2023 Q2	$245K	Sell	7,378 -92	-1%	-$3.15K	0.01%	478
2023 Q1	$262K	Buy	7,470 +1,047	+16%	+$39.5K	0.01%	463
2022 Q4	$257K	Sell	6,423 -4	-0.1%	-$157	0.01%	447
2022 Q3	$228K	Buy	6,427 +1,217	+23%	+$48.8K	0.01%	443
2022 Q2	$224K	Buy	+5,210	New	+$224K	0.01%	455

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

Mission Wealth Management's BTI Position: Q2 2026 in Review

Mission Wealth Management increased its British American Tobacco (BTI) stake by 18% in Q2 2026, buying an estimated $107K and bringing the position to 11,386 shares worth $703K. The position accounts for 0.01% of the portfolio, ranked #578.

Mission Wealth Management first reported a position in BTI in Q2 2022 and has held it in 15 quarters since. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Mission Wealth Management held 11,386 shares of British American Tobacco worth $703K as of Q2 2026.
Mission Wealth Management bought 1,766 British American Tobacco shares in Q2 2026, an estimated $107K.
British American Tobacco made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #578 holding.
Mission Wealth Management first reported a position in British American Tobacco in Q2 2022 and has held it in 15 quarters since.
904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.