Pension & Wealth Management Advisors’s British American Tobacco BTI Stock Holding History

Pension & Wealth Management Advisors’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	$18.5K	Buy	+300	New	+$18.1K	0.01%	403
2026 Q1	–	Sell	-250	Closed	-$14.2K	–	521
2025 Q4	$14.2K	Hold	250	–	–	﹤0.01%	390
2025 Q3	$13.3K	Hold	250	–	–	﹤0.01%	387
2025 Q2	$11.8K	Hold	250	–	–	﹤0.01%	348
2025 Q1	$10.3K	Buy	+250	New	+$9.83K	﹤0.01%	360

Other funds holding BTI

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Pension & Wealth Management Advisors's BTI Position: Q2 2026 in Review

Pension & Wealth Management Advisors opened a new position in British American Tobacco (BTI) in Q2 2026: 300 shares worth $18.5K. The stake represents 0.01% of the portfolio and ranks #403 among its holdings. This is a return to the name: Pension & Wealth Management Advisors previously reported a position in BTI as recently as Q4 2025.

Pension & Wealth Management Advisors first reported a position in BTI in Q1 2025 and has held it in 5 quarters since. 861 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Pension & Wealth Management Advisors held 300 shares of British American Tobacco worth $18.5K as of Q2 2026.
British American Tobacco was a new Pension & Wealth Management Advisors position in Q2 2026.
British American Tobacco made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #403 holding.
Pension & Wealth Management Advisors first reported a position in British American Tobacco in Q1 2025 and has held it in 5 quarters since.
861 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.