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 Q3	$1.39M	Buy	25,626 +151	+0.6%	+$8.76K	0.06%	101
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	$762K	Buy	+25,000	New	+$752K	0.04%	107

Other funds holding BTI

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.11B AUM 22.59% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Obermeyer Wealth Partners's BTI Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its British American Tobacco (BTI) stake by 0.59% in Q3 2026, buying an estimated $8.76K and bringing the position to 25,626 shares worth $1.39M. The position accounts for 0.06% of the portfolio, ranked #101.

Obermeyer Wealth Partners first reported a position in BTI in Q1 2024 and has held it in 11 quarters since. The position peaked at $2M in Q3 2025. 387 funds tracked by Wall St. Rank hold BTI as of Q3 2026.

Obermeyer Wealth Partners held 25,626 shares of British American Tobacco worth $1.39M as of Q3 2026.
Obermeyer Wealth Partners bought 151 British American Tobacco shares in Q3 2026, an estimated $8.76K.
British American Tobacco made up 0.06% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #101 holding.
Obermeyer Wealth Partners first reported a position in British American Tobacco in Q1 2024 and has held it in 11 quarters since.
Obermeyer Wealth Partners's British American Tobacco position peaked at $2M in Q3 2025.
387 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.