Phil A. Younker & Associates’s British American Tobacco BTI Stock Holding History

Phil A. Younker & Associates’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	$2.39M	Sell	38,712 -9,159	-19%	-$553K	1.61%	12
2026 Q1	$2.8M	Buy	47,871 +2,469	+5%	+$146K	1.87%	12
2025 Q4	$2.57M	Buy	45,402 +494	+1%	+$27K	1.79%	12
2025 Q3	$2.38M	Sell	44,908 -6,192	-12%	-$336K	1.83%	11
2025 Q2	$2.42M	Buy	51,100 +4,426	+9%	+$196K	2.38%	10
2025 Q1	$1.93M	Buy	46,674 +418	+0.9%	+$16.4K	1.9%	11
2024 Q4	$1.68M	Buy	+46,256	New	+$1.67M	1.68%	10

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

Phil A. Younker & Associates's BTI Position: Q2 2026 in Review

Phil A. Younker & Associates reduced its British American Tobacco (BTI) stake by 19% in Q2 2026, selling an estimated $553K and leaving 38,712 shares worth $2.39M. The position accounts for 1.61% of the portfolio, ranked #12.

Phil A. Younker & Associates first reported a position in BTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.8M in Q1 2026. 910 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Phil A. Younker & Associates held 38,712 shares of British American Tobacco worth $2.39M as of Q2 2026.
Phil A. Younker & Associates sold 9,159 British American Tobacco shares in Q2 2026, an estimated $553K.
British American Tobacco made up 1.61% of Phil A. Younker & Associates's portfolio in Q2 2026, its #12 holding.
Phil A. Younker & Associates first reported a position in British American Tobacco in Q4 2024 and has held it in 7 quarters since.
Phil A. Younker & Associates's British American Tobacco position peaked at $2.8M in Q1 2026.
910 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Phil A. Younker & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.