Poehling Capital Management’s British American Tobacco BTI Stock Holding History

Poehling Capital 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 Q2	$7.36M	Sell	119,094 -486	-0.4%	-$29.3K	1.58%	16
2026 Q1	$6.99M	Sell	119,580 -576	-0.5%	-$34.1K	1.47%	18
2025 Q4	$6.8M	Sell	120,156 -398	-0.3%	-$21.7K	1.39%	22
2025 Q3	$6.4M	Sell	120,554 -1,629	-1%	-$88.4K	1.35%	22
2025 Q2	$5.78M	Buy	122,183 +5,261	+4%	+$233K	1.35%	22
2025 Q1	$4.84M	Buy	116,922 +3,583	+3%	+$141K	1.22%	23
2024 Q4	$4.12M	Buy	113,339 +664	+0.6%	+$24K	1.01%	28
2024 Q3	$4.12M	Sell	112,675 -828	-0.7%	-$29.6K	1.05%	29
2024 Q2	$3.51M	Buy	113,503 +2,110	+2%	+$64.1K	0.96%	32
2024 Q1	$3.4M	Buy	111,393 +4,263	+4%	+$128K	0.91%	34
2023 Q4	$3.14M	Sell	107,130 -19,093	-15%	-$581K	0.99%	31
2023 Q3	$3.96M	Buy	126,223 +3,191	+3%	+$105K	1.39%	23
2023 Q2	$4.08M	Buy	123,032 +7,565	+7%	+$259K	1.38%	24
2023 Q1	$4.06M	Buy	115,467 +6,663	+6%	+$251K	1.37%	26
2022 Q4	$4.35M	Buy	108,804 +4,435	+4%	+$174K	1.63%	22
2022 Q3	$3.71M	Buy	104,369 +494	+0.5%	+$19.8K	1.55%	22
2022 Q2	$4.46M	Buy	103,875 +307	+0.3%	+$13.2K	1.68%	21
2022 Q1	$4.37M	Buy	103,568 +692	+0.7%	+$29.5K	1.35%	22
2021 Q4	$3.85M	Buy	102,876 +4,037	+4%	+$143K	1.24%	22
2021 Q3	$3.49M	Buy	98,839 +1,137	+1%	+$42.7K	1.18%	29
2021 Q2	$3.84M	Sell	97,702 -396	-0.4%	-$15.5K	1.22%	25
2021 Q1	$3.8M	Buy	98,098 +1,818	+2%	+$68.4K	1.33%	21
2020 Q4	$3.61M	Buy	96,280 +3,857	+4%	+$138K	1.43%	19
2020 Q3	$3.34M	Buy	92,423 +6,601	+8%	+$231K	1.72%	14
2020 Q2	$3.33M	Buy	85,822 +2,934	+4%	+$112K	1.79%	14
2020 Q1	$2.83M	Buy	82,888 +16,763	+25%	+$684K	2.08%	11
2019 Q4	$2.81M	Buy	66,125 +2,045	+3%	+$77.1K	1.84%	13
2019 Q3	$2.37M	Sell	64,080 -670	-1%	-$24.5K	1.74%	15
2019 Q2	$2.26M	Buy	64,750 +840	+1%	+$31.8K	1.51%	18
2019 Q1	$2.67M	Buy	63,910 +38,895	+155%	+$1.42M	1.94%	12
2018 Q4	$797K	Buy	+25,015	New	+$973K	0.77%	43

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

Poehling Capital Management's BTI Position: Q2 2026 in Review

Poehling Capital Management reduced its British American Tobacco (BTI) stake by 0.41% in Q2 2026, selling an estimated $29.3K and leaving 119,094 shares worth $7.36M. The position accounts for 1.58% of the portfolio, ranked #16.

Poehling Capital Management first reported a position in BTI in Q4 2018 and has held it in 31 quarters since. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Poehling Capital Management held 119,094 shares of British American Tobacco worth $7.36M as of Q2 2026.
Poehling Capital Management sold 486 British American Tobacco shares in Q2 2026, an estimated $29.3K.
British American Tobacco made up 1.58% of Poehling Capital Management's portfolio in Q2 2026, its #16 holding.
Poehling Capital Management first reported a position in British American Tobacco in Q4 2018 and has held it in 31 quarters since.
904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.