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Plante Moran Financial Advisors’s British American Tobacco BTI Stock Holding History

Plante Moran Financial Advisors’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 		$4.63K Buy
+75
New +$4.53K ﹤0.01% 655
2025
Q1 		– Sell
-100
Closed -$3.63K – 813
2024
Q4 		$3.63K Sell
100
-9
-8% -$325 ﹤0.01% 732
2024
Q3 		$4K Buy
+109
New +$3.9K ﹤0.01% 704
2022
Q3 		– Sell
-93
Closed -$4K – 874
2022
Q2 		$4K Buy
+93
New +$3.99K ﹤0.01% 732
2021
Q4 		– Sell
-128
Closed -$5K – 1006
2021
Q3 		$5K Hold
128
– – ﹤0.01% 775
2021
Q2 		$5K Hold
128
– – ﹤0.01% 776
2021
Q1 		$5K Sell
128
-19
-13% -$715 ﹤0.01% 767
2020
Q4 		$6K Buy
+147
New +$5.26K ﹤0.01% 675
2020
Q1 		– Sell
-70
Closed -$3K – 733
2019
Q4 		$3K Hold
70
– – ﹤0.01% 653
2019
Q3 		$3K Buy
+70
New +$2.56K ﹤0.01% 730
2019
Q1 		– Sell
-246
Closed -$8K – 786
2018
Q4 		$8K Buy
246
+32
+15% +$1.25K ﹤0.01% 528
2018
Q3 		$10K Sell
214
-28
-12% -$1.42K ﹤0.01% 491
2018
Q2 		$12K Sell
242
-109
-31% -$5.74K 0.01% 521
2018
Q1 		$20K Buy
351
+258
+277% +$16.2K 0.01% 507
2017
Q4 		$6K Buy
93
+43
+86% +$2.8K ﹤0.01% 670
2017
Q3 		$3K Sell
50
-27
-35% -$1.74K ﹤0.01% 696
2017
Q2 		$5K Sell
77
-301
-80% -$20.9K ﹤0.01% 660
2017
Q1 		$25K Sell
378
-170
-31% -$10.5K 0.02% 438
2016
Q4 		$31K Buy
548
+234
+75% +$13.3K 0.02% 406
2016
Q3 		$20K Buy
314
+126
+67% +$7.99K 0.01% 490
2016
Q2 		$12K Buy
188
+122
+185% +$7.39K 0.01% 493
2016
Q1 		$4K Buy
+66
New +$3.63K ﹤0.01% 607
2014
Q4 		– Sell
-20
Closed -$1K – 811
2014
Q3 		$1K Hold
20
– – ﹤0.01% 761
2014
Q2 		$1K Buy
+20
New +$1.17K ﹤0.01% 788
2013
Q4 		– Sell
-1,190
Closed -$63K – 686
2013
Q3 		$63K Buy
+1,190
New +$63K 0.04% 168

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Plante Moran Financial Advisors's BTI Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in British American Tobacco (BTI) in Q2 2026: 75 shares worth $4.63K. The stake represents ﹤0.01% of the portfolio and ranks #655 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in BTI as recently as Q4 2024.

Plante Moran Financial Advisors first reported a position in BTI in Q3 2013 and has held it in 25 quarters since. The position peaked at $63K in Q3 2013. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Plante Moran Financial Advisors held 75 shares of British American Tobacco worth $4.63K as of Q2 2026.
  • British American Tobacco was a new Plante Moran Financial Advisors position in Q2 2026.
  • British American Tobacco made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #655 holding.
  • Plante Moran Financial Advisors first reported a position in British American Tobacco in Q3 2013 and has held it in 25 quarters since.
  • Plante Moran Financial Advisors's British American Tobacco position peaked at $63K in Q3 2013.
  • 904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.