Montag & Associates’s British American Tobacco BTI Stock Holding History

Montag & Associates’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
2025 Q4	–	Sell	-55	Closed	-$2.92K	–	986
2025 Q3	$2.92K	Buy	+55	New	+$2.99K	﹤0.01%	872
2022 Q3	–	Sell	-54	Closed	-$2K	–	867
2022 Q2	$2K	Hold	54	–	–	﹤0.01%	765
2022 Q1	$2K	Hold	54	–	–	﹤0.01%	779
2021 Q4	$2K	Hold	54	–	–	﹤0.01%	792
2021 Q3	$2K	Hold	54	–	–	﹤0.01%	787
2021 Q2	$2K	Hold	54	–	–	﹤0.01%	781
2021 Q1	$2K	Hold	54	–	–	﹤0.01%	785
2020 Q4	$2K	Buy	+54	New	+$1.93K	﹤0.01%	764

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Montag & Associates's BTI Position: Q4 2025 in Review

Montag & Associates sold out of British American Tobacco (BTI) in Q4 2025, closing a stake of 55 shares — an estimated $2.92K sold.

Montag & Associates first reported a position in BTI in Q4 2020 and held it in 8 quarters. The position peaked at $2.92K in Q3 2025. 823 funds tracked by Wall St. Rank hold BTI as of Q4 2025.

Montag & Associates reported no remaining British American Tobacco position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 55 British American Tobacco shares in Q4 2025, an estimated $2.92K.
Montag & Associates first reported a position in British American Tobacco in Q4 2020 and held it in 8 quarters.
Montag & Associates's British American Tobacco position peaked at $2.92K in Q3 2025.
823 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.