Modern Wealth Management’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
Other funds holding BTI
OAG
Modern Wealth Management's BTI Position: Q1 2026 in Review
Modern Wealth Management increased its British American Tobacco (BTI) stake by 0.78% in Q1 2026, buying an estimated $130K and bringing the position to 283,876 shares worth $16.4M. The position accounts for 0.28% of the portfolio, ranked #93.
Modern Wealth Management first reported a position in BTI in Q3 2025 and has held it in 3 quarters since. 866 funds tracked by Wall St. Rank hold BTI as of Q1 2026.
- Modern Wealth Management held 283,876 shares of British American Tobacco worth $16.4M as of Q1 2026.
- Modern Wealth Management bought 2,192 British American Tobacco shares in Q1 2026, an estimated $130K.
- British American Tobacco made up 0.28% of Modern Wealth Management's portfolio in Q1 2026, its #93 holding.
- Modern Wealth Management first reported a position in British American Tobacco in Q3 2025 and has held it in 3 quarters since.
- 866 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.
Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.