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

Peterson 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	$87.8K	Hold	1,422	–	–	0.04%	66
2026 Q1	$83.1K	Buy	+1,422	New	+$84.1K	0.05%	62
2020 Q2	–	Sell	-12,624	Closed	-$432K	–	45
2020 Q1	$432K	Hold	12,624	–	–	0.53%	30
2019 Q4	$571K	Buy	+12,624	New	+$476K	0.52%	28

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

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

Peterson Wealth Management held its British American Tobacco (BTI) position steady in Q2 2026 at 1,422 shares worth $87.8K. The position accounts for 0.04% of the portfolio, ranked #66.

Peterson Wealth Management first reported a position in BTI in Q4 2019 and has held it in 4 quarters since. The position peaked at $571K in Q4 2019. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Peterson Wealth Management held 1,422 shares of British American Tobacco worth $87.8K as of Q2 2026.
Peterson Wealth Management left its British American Tobacco share count unchanged in Q2 2026.
British American Tobacco made up 0.04% of Peterson Wealth Management's portfolio in Q2 2026, its #66 holding.
Peterson Wealth Management first reported a position in British American Tobacco in Q4 2019 and has held it in 4 quarters since.
Peterson Wealth Management's British American Tobacco position peaked at $571K in Q4 2019.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.