Retirement Guys Formula’s British American Tobacco BTI Stock Holding History

Retirement Guys Formula’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	$1.35M	Buy	21,910 +2,056	+10%	+$124K	0.51%	77
2026 Q1	$1.16M	Buy	+19,854	New	+$1.17M	0.53%	82
2023 Q1	–	Sell	-11,632	Closed	-$465K	–	124
2022 Q4	$465K	Buy	11,632 +1,594	+16%	+$62.6K	0.38%	88
2022 Q3	$357K	Buy	10,038 +1,811	+22%	+$72.6K	0.38%	82
2022 Q2	$353K	Buy	8,227 +2,282	+38%	+$97.9K	0.36%	78
2022 Q1	$251K	Buy	+5,945	New	+$253K	0.17%	107

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

Retirement Guys Formula's BTI Position: Q2 2026 in Review

Retirement Guys Formula increased its British American Tobacco (BTI) stake by 10% in Q2 2026, buying an estimated $124K and bringing the position to 21,910 shares worth $1.35M. The position accounts for 0.51% of the portfolio, ranked #77.

Retirement Guys Formula first reported a position in BTI in Q1 2022 and has held it in 6 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Retirement Guys Formula held 21,910 shares of British American Tobacco worth $1.35M as of Q2 2026.
Retirement Guys Formula bought 2,056 British American Tobacco shares in Q2 2026, an estimated $124K.
British American Tobacco made up 0.51% of Retirement Guys Formula's portfolio in Q2 2026, its #77 holding.
Retirement Guys Formula first reported a position in British American Tobacco in Q1 2022 and has held it in 6 quarters since.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.