Philip James Wealth Mangement’s British American Tobacco BTI Stock Holding History

Philip James Wealth Mangement’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	$7.88M	Sell	127,523 -20,215	-14%	-$1.22M	0.89%	25
2026 Q1	$8.64M	Sell	147,738 -11,275	-7%	-$667K	0.99%	21
2025 Q4	$9M	Sell	159,013 -1,190	-0.7%	-$64.9K	1.04%	24
2025 Q3	$8.5M	Sell	160,203 -5,900	-4%	-$320K	0.99%	24
2025 Q2	$7.86M	Sell	166,103 -1,265	-0.8%	-$56K	1%	22
2025 Q1	$6.92M	Buy	167,368 +1,525	+0.9%	+$59.9K	0.84%	27
2024 Q4	$6.02M	Sell	165,843 -484	-0.3%	-$17.5K	0.78%	28
2024 Q3	$6.08M	Buy	+166,327	New	+$5.94M	0.75%	31

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

Philip James Wealth Mangement's BTI Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its British American Tobacco (BTI) stake by 14% in Q2 2026, selling an estimated $1.22M and leaving 127,523 shares worth $7.88M. The position accounts for 0.89% of the portfolio, ranked #25.

Philip James Wealth Mangement first reported a position in BTI in Q3 2024 and has held it in 8 quarters since. The position peaked at $9M in Q4 2025. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Philip James Wealth Mangement held 127,523 shares of British American Tobacco worth $7.88M as of Q2 2026.
Philip James Wealth Mangement sold 20,215 British American Tobacco shares in Q2 2026, an estimated $1.22M.
British American Tobacco made up 0.89% of Philip James Wealth Mangement's portfolio in Q2 2026, its #25 holding.
Philip James Wealth Mangement first reported a position in British American Tobacco in Q3 2024 and has held it in 8 quarters since.
Philip James Wealth Mangement's British American Tobacco position peaked at $9M in Q4 2025.
904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.