Orca Wealth Management’s British American Tobacco BTI Stock Holding History

Orca Wealth Management’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	$4.31M	Buy	69,776 +2,966	+4%	+$179K	2.59%	11
2026 Q1	$3.91M	Buy	66,810 +4,598	+7%	+$272K	2.78%	12
2025 Q4	$3.83M	Buy	62,212 +4,892	+9%	+$267K	2.74%	11
2025 Q3	$3.04M	Buy	57,320 +1,037	+2%	+$56.3K	2.3%	12
2025 Q2	$2.66M	Buy	+56,283	New	+$2.49M	2.24%	13

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

Orca Wealth Management's BTI Position: Q2 2026 in Review

Orca Wealth Management increased its British American Tobacco (BTI) stake by 4.4% in Q2 2026, buying an estimated $179K and bringing the position to 69,776 shares worth $4.31M. The position accounts for 2.59% of the portfolio, ranked #11.

Orca Wealth Management first reported a position in BTI in Q2 2025 and has held it in 5 quarters since. 908 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Orca Wealth Management held 69,776 shares of British American Tobacco worth $4.31M as of Q2 2026.
Orca Wealth Management bought 2,966 British American Tobacco shares in Q2 2026, an estimated $179K.
British American Tobacco made up 2.59% of Orca Wealth Management's portfolio in Q2 2026, its #11 holding.
Orca Wealth Management first reported a position in British American Tobacco in Q2 2025 and has held it in 5 quarters since.
908 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.