Phillips Wealth Planners’s British American Tobacco BTI Stock Holding History

Phillips Wealth Planners’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	$619K	Sell	10,024 -637	-6%	-$38.4K	0.46%	65
2026 Q1	$644K	Buy	10,661 +2,101	+25%	+$124K	0.48%	60
2025 Q4	$494K	Buy	8,560 +19	+0.2%	+$1.04K	0.4%	81
2025 Q3	$437K	Buy	8,541 +177	+2%	+$9.61K	0.36%	87
2025 Q2	$401K	Buy	8,364 +3,239	+63%	+$143K	0.36%	97
2025 Q1	$213K	Buy	+5,125	New	+$201K	0.23%	162
2024 Q3	–	Sell	-7,625	Closed	-$244K	–	198
2024 Q2	$244K	Buy	7,625 +15	+0.2%	+$456	0.26%	149
2024 Q1	$216K	Buy	+7,610	New	+$229K	0.25%	163
2023 Q4	–	Sell	-8,674	Closed	-$260K	–	158
2023 Q3	$260K	Buy	8,674 +1,422	+20%	+$46.9K	0.35%	110
2023 Q2	$241K	Sell	7,252 -2,503	-26%	-$85.6K	0.32%	120
2023 Q1	$360K	Buy	+9,755	New	+$368K	0.48%	79

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

Phillips Wealth Planners's BTI Position: Q2 2026 in Review

Phillips Wealth Planners reduced its British American Tobacco (BTI) stake by 6% in Q2 2026, selling an estimated $38.4K and leaving 10,024 shares worth $619K. The position accounts for 0.46% of the portfolio, ranked #65.

Phillips Wealth Planners first reported a position in BTI in Q1 2023 and has held it in 11 quarters since. The position peaked at $644K in Q1 2026. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Phillips Wealth Planners held 10,024 shares of British American Tobacco worth $619K as of Q2 2026.
Phillips Wealth Planners sold 637 British American Tobacco shares in Q2 2026, an estimated $38.4K.
British American Tobacco made up 0.46% of Phillips Wealth Planners's portfolio in Q2 2026, its #65 holding.
Phillips Wealth Planners first reported a position in British American Tobacco in Q1 2023 and has held it in 11 quarters since.
Phillips Wealth Planners's British American Tobacco position peaked at $644K in Q1 2026.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.