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

Palumbo 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	$216K	Buy	3,501 +15	+0.4%	+$905	0.05%	221
2026 Q1	$204K	Buy	+3,486	New	+$206K	0.05%	207
2022 Q4	–	Sell	-17,843	Closed	-$633K	–	83
2022 Q3	$633K	Buy	17,843 +649	+4%	+$26K	0.54%	44
2022 Q2	$738K	Buy	17,194 +1,229	+8%	+$52.7K	0.59%	40
2022 Q1	$673K	Buy	15,965 +433	+3%	+$18.5K	0.43%	50
2021 Q4	$581K	Buy	15,532 +2,127	+16%	+$75.5K	0.36%	58
2021 Q3	$473K	Sell	13,405 -2,135	-14%	-$80.1K	0.31%	66
2021 Q2	$611K	Buy	15,540 +345	+2%	+$13.5K	0.41%	59
2021 Q1	$589K	Buy	15,195 +847	+6%	+$31.9K	0.44%	61
2020 Q4	$538K	Buy	+14,348	New	+$514K	0.43%	58

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

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

Palumbo Wealth Management increased its British American Tobacco (BTI) stake by 0.43% in Q2 2026, buying an estimated $905 and bringing the position to 3,501 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #221.

Palumbo Wealth Management first reported a position in BTI in Q4 2020 and has held it in 10 quarters since. The position peaked at $738K in Q2 2022. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Palumbo Wealth Management held 3,501 shares of British American Tobacco worth $216K as of Q2 2026.
Palumbo Wealth Management bought 15 British American Tobacco shares in Q2 2026, an estimated $905.
British American Tobacco made up 0.05% of Palumbo Wealth Management's portfolio in Q2 2026, its #221 holding.
Palumbo Wealth Management first reported a position in British American Tobacco in Q4 2020 and has held it in 10 quarters since.
Palumbo Wealth Management's British American Tobacco position peaked at $738K in Q2 2022.
904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.