MWM
BTI icon

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

Mosley 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 		$556 Sell
9
-11
-55% -$664 ﹤0.01% 625
2026
Q1 		$1.06K Buy
+20
New +$1.18K ﹤0.01% 415
2024
Q4 		$710K Buy
18,072
+1,357
+8% +$49K 0.44% 53
2024
Q3 		$572K Buy
16,715
+1,604
+11% +$57.3K 0.39% 60
2024
Q2 		$467K Buy
15,111
+907
+6% +$27.5K 0.4% 58
2024
Q1 		$433K Sell
14,204
-296
-2% -$8.91K 0.41% 58
2023
Q4 		$425K Buy
+14,500
New +$441K 0.42% 54

Other funds holding BTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Mosley Wealth Management reduced its British American Tobacco (BTI) stake by 55% in Q2 2026, selling an estimated $664 and leaving 9 shares worth $556. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Mosley Wealth Management first reported a position in BTI in Q4 2023 and has held it in 7 quarters since. The position peaked at $710K in Q4 2024. 538 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Mosley Wealth Management held 9 shares of British American Tobacco worth $556 as of Q2 2026.
  • Mosley Wealth Management sold 11 British American Tobacco shares in Q2 2026, an estimated $664.
  • British American Tobacco made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #625 holding.
  • Mosley Wealth Management first reported a position in British American Tobacco in Q4 2023 and has held it in 7 quarters since.
  • Mosley Wealth Management's British American Tobacco position peaked at $710K in Q4 2024.
  • 538 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.