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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
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PDS Planning's BTI Position: Q1 2026 in Review

PDS Planning increased its British American Tobacco (BTI) stake by 5.3% in Q1 2026, buying an estimated $26.3K and bringing the position to 8,920 shares worth $522K. The position accounts for 0.03% of the portfolio, ranked #260.

PDS Planning first reported a position in BTI in Q3 2024 and has held it in 7 quarters since. 866 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

  • PDS Planning held 8,920 shares of British American Tobacco worth $522K as of Q1 2026.
  • PDS Planning bought 445 British American Tobacco shares in Q1 2026, an estimated $26.3K.
  • British American Tobacco made up 0.03% of PDS Planning's portfolio in Q1 2026, its #260 holding.
  • PDS Planning first reported a position in British American Tobacco in Q3 2024 and has held it in 7 quarters since.
  • 866 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.