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 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 $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phillips Wealth Planners's BTI Position: Q1 2026 in Review

Phillips Wealth Planners increased its British American Tobacco (BTI) stake by 25% in Q1 2026, buying an estimated $124K and bringing the position to 10,661 shares worth $644K. The position accounts for 0.48% of the portfolio, ranked #60.

Phillips Wealth Planners first reported a position in BTI in Q1 2023 and has held it in 10 quarters since. 866 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

Phillips Wealth Planners held 10,661 shares of British American Tobacco worth $644K as of Q1 2026.
Phillips Wealth Planners bought 2,101 British American Tobacco shares in Q1 2026, an estimated $124K.
British American Tobacco made up 0.48% of Phillips Wealth Planners's portfolio in Q1 2026, its #60 holding.
Phillips Wealth Planners first reported a position in British American Tobacco in Q1 2023 and has held it in 10 quarters since.
866 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.