Monetary Management Group’s British American Tobacco BTI Stock Holding History

Monetary Management Group’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	$30.9K	Hold	500	–	–	0.01%	293
2026 Q1	$29.2K	Sell	500 -100	-17%	-$5.92K	0.01%	290
2025 Q4	$34K	Hold	600	–	–	0.01%	280
2025 Q3	$31.8K	Hold	600	–	–	0.01%	283
2025 Q2	$28.4K	Hold	600	–	–	0.01%	287
2025 Q1	$24.8K	Hold	600	–	–	0.01%	293
2024 Q4	$21.8K	Hold	600	–	–	0.01%	299
2024 Q3	$21.9K	Sell	600 -6,750	-92%	-$241K	0.01%	299
2024 Q2	$227K	Sell	7,350 -4,000	-35%	-$121K	0.06%	190
2024 Q1	$346K	Sell	11,350 -900	-7%	-$27.1K	0.1%	165
2023 Q4	$359K	Buy	12,250 +1,750	+17%	+$53.2K	0.11%	153
2023 Q3	$330K	Hold	10,500	–	–	0.11%	151
2023 Q2	$349K	Hold	10,500	–	–	0.11%	158
2023 Q1	$369K	Hold	10,500	–	–	0.11%	154
2022 Q4	$420K	Buy	10,500 +2,500	+31%	+$98.2K	0.13%	140
2022 Q3	$284K	Sell	8,000 -150	-2%	-$6.01K	0.09%	160
2022 Q2	$350K	Hold	8,150	–	–	0.11%	145
2022 Q1	$344K	Buy	8,150 +4,250	+109%	+$181K	0.09%	156
2021 Q4	$146K	Hold	3,900	–	–	0.04%	203
2021 Q3	$138K	Hold	3,900	–	–	0.04%	208
2021 Q2	$153K	Sell	3,900 -5,500	-59%	-$215K	0.05%	192
2021 Q1	$364K	Sell	9,400 -2,200	-19%	-$82.8K	0.11%	139
2020 Q4	$435K	Hold	11,600	–	–	0.14%	115
2020 Q3	$419K	Buy	11,600 +5,400	+87%	+$189K	0.15%	112
2020 Q2	$241K	Buy	6,200 +4,200	+210%	+$161K	0.09%	134
2020 Q1	$68K	Buy	2,000 +1,800	+900%	+$73.4K	0.03%	186
2019 Q4	$8K	Buy	+200	New	+$7.54K	﹤0.01%	293
2019 Q3	–	Sell	-200	Closed	-$7K	–	290
2019 Q2	$7K	Hold	200	–	–	﹤0.01%	293
2019 Q1	$8K	Hold	200	–	–	﹤0.01%	285
2018 Q4	$6K	Hold	200	–	–	﹤0.01%	284
2018 Q3	$9K	Hold	200	–	–	﹤0.01%	297
2018 Q2	$10K	Hold	200	–	–	﹤0.01%	302
2018 Q1	$12K	Hold	200	–	–	0.01%	294
2017 Q4	$13K	Hold	200	–	–	0.01%	288
2017 Q3	$12K	Hold	200	–	–	0.01%	283
2017 Q2	$14K	Hold	200	–	–	0.01%	282
2017 Q1	$13K	Hold	200	–	–	0.01%	281
2016 Q4	$11K	Hold	200	–	–	0.01%	293
2016 Q3	$13K	Hold	200	–	–	0.01%	299
2016 Q2	$13K	Hold	200	–	–	0.01%	296
2016 Q1	$12K	Hold	200	–	–	0.01%	302
2015 Q4	$11K	Hold	200	–	–	0.01%	312
2015 Q3	$11K	Hold	200	–	–	0.01%	315
2015 Q2	$11K	Hold	200	–	–	0.01%	331
2015 Q1	$10K	Hold	200	–	–	﹤0.01%	349
2014 Q4	$11K	Buy	+200	New	+$11.2K	﹤0.01%	351
2014 Q3	–	Sell	-200	Closed	-$12K	–	357
2014 Q2	$12K	Buy	+200	New	+$11.7K	0.01%	342

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

Monetary Management Group's BTI Position: Q2 2026 in Review

Monetary Management Group held its British American Tobacco (BTI) position steady in Q2 2026 at 500 shares worth $30.9K. The position accounts for 0.01% of the portfolio, ranked #293.

Monetary Management Group first reported a position in BTI in Q2 2014 and has held it in 47 quarters since. The position peaked at $435K in Q4 2020. 910 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Monetary Management Group held 500 shares of British American Tobacco worth $30.9K as of Q2 2026.
Monetary Management Group left its British American Tobacco share count unchanged in Q2 2026.
British American Tobacco made up 0.01% of Monetary Management Group's portfolio in Q2 2026, its #293 holding.
Monetary Management Group first reported a position in British American Tobacco in Q2 2014 and has held it in 47 quarters since.
Monetary Management Group's British American Tobacco position peaked at $435K in Q4 2020.
910 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Monetary Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.