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

Modern 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	$17.4M	Sell	280,967 -2,909	-1%	-$176K	0.21%	126
2026 Q1	$16.4M	Buy	283,876 +2,192	+0.8%	+$130K	0.28%	93
2025 Q4	$15.9M	Buy	281,684 +3,399	+1%	+$185K	0.29%	85
2025 Q3	$14.8M	Buy	+278,285	New	+$15.1M	0.29%	89

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

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

Modern Wealth Management reduced its British American Tobacco (BTI) stake by 1% in Q2 2026, selling an estimated $176K and leaving 280,967 shares worth $17.4M. The position accounts for 0.21% of the portfolio, ranked #126.

Modern Wealth Management first reported a position in BTI in Q3 2025 and has held it in 4 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Modern Wealth Management held 280,967 shares of British American Tobacco worth $17.4M as of Q2 2026.
Modern Wealth Management sold 2,909 British American Tobacco shares in Q2 2026, an estimated $176K.
British American Tobacco made up 0.21% of Modern Wealth Management's portfolio in Q2 2026, its #126 holding.
Modern Wealth Management first reported a position in British American Tobacco in Q3 2025 and has held it in 4 quarters since.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.