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Obermeyer Wealth Partners’s British American Tobacco BTI Stock Holding History

Obermeyer Wealth Partners’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
Q1 		$1.48M Hold
25,274
– – 0.07% 92
2025
Q4 		$1.43M Sell
25,274
-12,414
-33% -$677K 0.07% 90
2025
Q3 		$2M Buy
37,688
+188
+0.5% +$10.2K 0.09% 75
2025
Q2 		$1.77M Sell
37,500
-45
-0.1% -$1.99K 0.09% 83
2025
Q1 		$1.55M Sell
37,545
-618
-2% -$24.3K 0.08% 78
2024
Q4 		$1.39M Buy
38,163
+663
+2% +$23.9K 0.07% 85
2024
Q3 		$1.37M Buy
37,500
+12,500
+50% +$447K 0.07% 90
2024
Q2 		$773K Hold
25,000
– – 0.04% 114
2024
Q1 		$763K Buy
+25,000
New +$752K 0.04% 107

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GQG Partners
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BlackRock
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Bank of America
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return