NewEdge Wealth’s British American Tobacco BTI Stock Holding History

NewEdge Wealth’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	$4.99M	Buy	80,822 +9,527	+13%	+$575K	0.05%	239
2026 Q1	$4.17M	Buy	71,295 +12,599	+21%	+$746K	0.05%	257
2025 Q4	$3.32M	Buy	58,696 +187	+0.3%	+$10.2K	0.04%	329
2025 Q3	$3.15M	Buy	58,509 +1,764	+3%	+$95.8K	0.05%	301
2025 Q2	$3.22M	Buy	56,745 +169	+0.3%	+$7.48K	0.05%	282
2025 Q1	$2.34M	Buy	56,576 +15,366	+37%	+$604K	0.04%	323
2024 Q4	$1.5M	Buy	41,210 +14,823	+56%	+$535K	0.03%	414
2024 Q3	$965K	Buy	26,387 +10,050	+62%	+$359K	0.02%	476
2024 Q2	$505K	Buy	16,337 +665	+4%	+$20.2K	0.01%	551
2024 Q1	$467K	Sell	15,672 -13,689	-47%	-$412K	0.01%	577
2023 Q4	$860K	Buy	29,361 +1,806	+7%	+$54.9K	0.02%	425
2023 Q3	$866K	Buy	27,555 +200	+0.7%	+$6.59K	0.03%	375
2023 Q2	$908K	Sell	27,355 -1,606	-6%	-$54.9K	0.03%	365
2023 Q1	$1.02M	Sell	28,961 -704	-2%	-$26.5K	0.04%	311
2022 Q4	$1.19M	Buy	29,665 +5,801	+24%	+$228K	0.05%	273
2022 Q3	$847K	Sell	23,864 -44,225	-65%	-$1.77M	0.04%	284
2022 Q2	$2.92M	Buy	68,089 +61,508	+935%	+$2.64M	0.13%	143
2022 Q1	$277K	Buy	+6,581	New	+$280K	0.01%	365
2021 Q4	–	Sell	-6,999	Closed	-$247K	–	397
2021 Q3	$247K	Buy	6,999 +959	+16%	+$36K	0.01%	266
2021 Q2	$237K	Buy	+6,040	New	+$237K	0.02%	259

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

NewEdge Wealth's BTI Position: Q2 2026 in Review

NewEdge Wealth increased its British American Tobacco (BTI) stake by 13% in Q2 2026, buying an estimated $575K and bringing the position to 80,822 shares worth $4.99M. The position accounts for 0.05% of the portfolio, ranked #239.

NewEdge Wealth first reported a position in BTI in Q2 2021 and has held it in 20 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

NewEdge Wealth held 80,822 shares of British American Tobacco worth $4.99M as of Q2 2026.
NewEdge Wealth bought 9,527 British American Tobacco shares in Q2 2026, an estimated $575K.
British American Tobacco made up 0.05% of NewEdge Wealth's portfolio in Q2 2026, its #239 holding.
NewEdge Wealth first reported a position in British American Tobacco in Q2 2021 and has held it in 20 quarters since.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.