PDS Planning’s British American Tobacco BTI Stock Holding History

PDS Planning’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	$566K	Buy	9,160 +240	+3%	+$14.5K	0.03%	275
2026 Q1	$522K	Buy	8,920 +445	+5%	+$26.3K	0.03%	260
2025 Q4	$480K	Buy	8,475 +243	+3%	+$13.3K	0.03%	266
2025 Q3	$437K	Buy	8,232 +287	+4%	+$15.6K	0.03%	275
2025 Q2	$376K	Buy	7,945 +1,029	+15%	+$45.6K	0.03%	303
2025 Q1	$286K	Buy	6,916 +927	+15%	+$36.4K	0.02%	338
2024 Q4	$218K	Buy	5,989 +335	+6%	+$12.1K	0.02%	382
2024 Q3	$207K	Buy	+5,654	New	+$202K	0.02%	402

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

PDS Planning's BTI Position: Q2 2026 in Review

PDS Planning increased its British American Tobacco (BTI) stake by 2.7% in Q2 2026, buying an estimated $14.5K and bringing the position to 9,160 shares worth $566K. The position accounts for 0.03% of the portfolio, ranked #275.

PDS Planning first reported a position in BTI in Q3 2024 and has held it in 8 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

PDS Planning held 9,160 shares of British American Tobacco worth $566K as of Q2 2026.
PDS Planning bought 240 British American Tobacco shares in Q2 2026, an estimated $14.5K.
British American Tobacco made up 0.03% of PDS Planning's portfolio in Q2 2026, its #275 holding.
PDS Planning first reported a position in British American Tobacco in Q3 2024 and has held it in 8 quarters since.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.