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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
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
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

Peterson Wealth Management's BTI Position: Q1 2026 in Review

Peterson Wealth Management opened a new position in British American Tobacco (BTI) in Q1 2026: 1,422 shares worth $83.1K. The stake represents 0.05% of the portfolio and ranks #62 among its holdings. This is a return to the name: Peterson Wealth Management previously reported a position in BTI as recently as Q1 2020.

Peterson Wealth Management first reported a position in BTI in Q4 2019 and has held it in 3 quarters since. The position peaked at $571K in Q4 2019. 866 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

  • Peterson Wealth Management held 1,422 shares of British American Tobacco worth $83.1K as of Q1 2026.
  • British American Tobacco was a new Peterson Wealth Management position in Q1 2026.
  • British American Tobacco made up 0.05% of Peterson Wealth Management's portfolio in Q1 2026, its #62 holding.
  • Peterson Wealth Management first reported a position in British American Tobacco in Q4 2019 and has held it in 3 quarters since.
  • Peterson Wealth Management's British American Tobacco position peaked at $571K in Q4 2019.
  • 866 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.