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

Moran 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	$9.93M	Sell	160,852 -236	-0.1%	-$14.2K	0.27%	122
2026 Q1	$9.42M	Buy	161,088 +8,001	+5%	+$473K	0.29%	117
2025 Q4	$8.67M	Buy	153,087 +2	+0%	+$109	0.27%	120
2025 Q3	$8.13M	Sell	153,085 -3,187	-2%	-$173K	0.25%	120
2025 Q2	$7.4M	Sell	156,272 -2,943	-2%	-$130K	0.23%	135
2025 Q1	$6.59M	Sell	159,215 -6,328	-4%	-$249K	0.22%	136
2024 Q4	$6.01M	Sell	165,543 -4,829	-3%	-$174K	0.19%	145
2024 Q3	$6.23M	Sell	170,372 -2,454	-1%	-$87.7K	0.19%	149
2024 Q2	$5.35M	Buy	172,826 +823	+0.5%	+$25K	0.18%	164
2024 Q1	$5.25M	Buy	172,003 +1,545	+0.9%	+$46.5K	0.17%	168
2023 Q4	$4.99M	Buy	+170,458	New	+$5.19M	0.18%	163

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

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

Moran Wealth Management reduced its British American Tobacco (BTI) stake by 0.15% in Q2 2026, selling an estimated $14.2K and leaving 160,852 shares worth $9.93M. The position accounts for 0.27% of the portfolio, ranked #122.

Moran Wealth Management first reported a position in BTI in Q4 2023 and has held it in 11 quarters since. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Moran Wealth Management held 160,852 shares of British American Tobacco worth $9.93M as of Q2 2026.
Moran Wealth Management sold 236 British American Tobacco shares in Q2 2026, an estimated $14.2K.
British American Tobacco made up 0.27% of Moran Wealth Management's portfolio in Q2 2026, its #122 holding.
Moran Wealth Management first reported a position in British American Tobacco in Q4 2023 and has held it in 11 quarters since.
904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.