ORG
BTI icon

Optimist Retirement Group’s British American Tobacco BTI Stock Holding History

Optimist Retirement Group’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 		$2.53M Sell
40,936
-179
-0.4% -$10.8K 0.98% 27
2026
Q1 		$2.4M Sell
41,115
-398
-1% -$23.6K 1.06% 28
2025
Q4 		$2.35M Buy
41,513
+48
+0.1% +$2.62K 1.08% 26
2025
Q3 		$2.2M Sell
41,465
-9,005
-18% -$489K 0.99% 37
2025
Q2 		$2.39M Sell
50,470
-4,398
-8% -$195K 1.15% 23
2025
Q1 		$2.27M Sell
54,868
-5,036
-8% -$198K 1.14% 27
2024
Q4 		$2.18M Sell
59,904
-2,092
-3% -$75.6K 1.03% 25
2024
Q3 		$2.27M Sell
61,996
-1,870
-3% -$66.8K 1.02% 30
2024
Q2 		$1.98M Buy
63,866
+5,263
+9% +$160K 1.04% 28
2024
Q1 		$1.79M Buy
58,603
+47,298
+418% +$1.42M 0.92% 33
2023
Q4 		$331K Buy
+11,305
New +$344K 0.22% 54

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Optimist Retirement Group's BTI Position: Q2 2026 in Review

Optimist Retirement Group reduced its British American Tobacco (BTI) stake by 0.44% in Q2 2026, selling an estimated $10.8K and leaving 40,936 shares worth $2.53M. The position accounts for 0.98% of the portfolio, ranked #27.

Optimist Retirement Group first reported a position in BTI in Q4 2023 and has held it in 11 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Optimist Retirement Group held 40,936 shares of British American Tobacco worth $2.53M as of Q2 2026.
  • Optimist Retirement Group sold 179 British American Tobacco shares in Q2 2026, an estimated $10.8K.
  • British American Tobacco made up 0.98% of Optimist Retirement Group's portfolio in Q2 2026, its #27 holding.
  • Optimist Retirement Group first reported a position in British American Tobacco in Q4 2023 and has held it in 11 quarters since.
  • 907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.