Pines Wealth Management’s British American Tobacco BTI Stock Holding History

Pines 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 Q3	$468K	Sell	8,598 -651	-7%	-$37.8K	0.13%	139
2026 Q2	$571K	Buy	9,249 +139	+2%	+$8.39K	0.16%	124
2026 Q1	$533K	Buy	9,110 +990	+12%	+$58.6K	0.17%	125
2025 Q4	$460K	Buy	8,120 +1,260	+18%	+$68.7K	0.15%	139
2025 Q3	$364K	Sell	6,860 -804	-10%	-$43.6K	0.12%	165
2025 Q2	$371K	Sell	7,664 -741	-9%	-$32.8K	0.13%	161
2025 Q1	$332K	Buy	8,405 +1,682	+25%	+$66.1K	0.15%	145
2024 Q4	$241K	Buy	+6,723	New	+$243K	0.11%	180

Other funds holding BTI

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Pines Wealth Management's BTI Position: Q3 2026 in Review

Pines Wealth Management reduced its British American Tobacco (BTI) stake by 7% in Q3 2026, selling an estimated $37.8K and leaving 8,598 shares worth $468K. The position accounts for 0.13% of the portfolio, ranked #139.

Pines Wealth Management first reported a position in BTI in Q4 2024 and has held it in 8 quarters since. The position peaked at $571K in Q2 2026. 747 funds tracked by Wall St. Rank hold BTI as of Q3 2026.

Pines Wealth Management held 8,598 shares of British American Tobacco worth $468K as of Q3 2026.
Pines Wealth Management sold 651 British American Tobacco shares in Q3 2026, an estimated $37.8K.
British American Tobacco made up 0.13% of Pines Wealth Management's portfolio in Q3 2026, its #139 holding.
Pines Wealth Management first reported a position in British American Tobacco in Q4 2024 and has held it in 8 quarters since.
Pines Wealth Management's British American Tobacco position peaked at $571K in Q2 2026.
747 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.