Personal CFO Solutions’s British American Tobacco BTI Stock Holding History

Personal CFO Solutions’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	$1.09M	Buy	18,345 +10,390	+131%	+$615K	0.15%	117
2025 Q4	$450K	Buy	7,955 +46	+0.6%	+$2.51K	0.07%	257
2025 Q3	$420K	Buy	7,909 +3,122	+65%	+$169K	0.07%	259
2025 Q2	$227K	Sell	4,787 -3,004	-39%	-$133K	0.04%	429
2025 Q1	$322K	Buy	7,791 +657	+9%	+$25.8K	0.07%	298
2024 Q4	$259K	Buy	7,134 +384	+6%	+$13.9K	0.05%	373
2024 Q3	$247K	Buy	+6,750	New	+$241K	0.03%	478
2023 Q1	–	Sell	-8,494	Closed	-$340K	–	473
2022 Q4	$340K	Sell	8,494 -465	-5%	-$18.3K	0.07%	267
2022 Q3	$318K	Buy	8,959 +124	+1%	+$4.97K	0.08%	240
2022 Q2	$379K	Buy	+8,835	New	+$379K	0.09%	211

Other funds holding BTI

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Personal CFO Solutions's BTI Position: Q1 2026 in Review

Personal CFO Solutions increased its British American Tobacco (BTI) stake by 131% in Q1 2026, buying an estimated $615K and bringing the position to 18,345 shares worth $1.09M. The position accounts for 0.15% of the portfolio, ranked #117.

Personal CFO Solutions first reported a position in BTI in Q2 2022 and has held it in 10 quarters since. 866 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

Personal CFO Solutions held 18,345 shares of British American Tobacco worth $1.09M as of Q1 2026.
Personal CFO Solutions bought 10,390 British American Tobacco shares in Q1 2026, an estimated $615K.
British American Tobacco made up 0.15% of Personal CFO Solutions's portfolio in Q1 2026, its #117 holding.
Personal CFO Solutions first reported a position in British American Tobacco in Q2 2022 and has held it in 10 quarters since.
866 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.