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Morningstar Investment Management’s British American Tobacco BTI Stock Holding History

Morningstar Investment 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
2025
Q4 		– Sell
-39,967
Closed -$2.12M – 343
2025
Q3 		$2.12M Buy
+39,967
New +$2.17M 0.08% 236

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morningstar Investment Management's BTI Position: Q4 2025 in Review

Morningstar Investment Management sold out of British American Tobacco (BTI) in Q4 2025, closing a stake of 39,967 shares — an estimated $2.12M sold.

Morningstar Investment Management first reported a position in BTI in Q3 2025 and held it in 1 quarter. The position peaked at $2.12M in Q3 2025. 823 funds tracked by Wall St. Rank hold BTI as of Q4 2025.

  • Morningstar Investment Management reported no remaining British American Tobacco position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 39,967 British American Tobacco shares in Q4 2025, an estimated $2.12M.
  • Morningstar Investment Management first reported a position in British American Tobacco in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's British American Tobacco position peaked at $2.12M in Q3 2025.
  • 823 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.