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 Q2	$1.57M	Buy	25,475 +201	+0.8%	+$12.1K	0.06%	96
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

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

Obermeyer Wealth Partners's BTI Position: Q2 2026 in Review

Obermeyer Wealth Partners increased its British American Tobacco (BTI) stake by 0.8% in Q2 2026, buying an estimated $12.1K and bringing the position to 25,475 shares worth $1.57M. The position accounts for 0.06% of the portfolio, ranked #96.

Obermeyer Wealth Partners first reported a position in BTI in Q1 2024 and has held it in 10 quarters since. The position peaked at $2M in Q3 2025. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Obermeyer Wealth Partners held 25,475 shares of British American Tobacco worth $1.57M as of Q2 2026.
Obermeyer Wealth Partners bought 201 British American Tobacco shares in Q2 2026, an estimated $12.1K.
British American Tobacco made up 0.06% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #96 holding.
Obermeyer Wealth Partners first reported a position in British American Tobacco in Q1 2024 and has held it in 10 quarters since.
Obermeyer Wealth Partners's British American Tobacco position peaked at $2M in Q3 2025.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.