Retirement Wealth Solutions’s British American Tobacco BTI Stock Holding History

Retirement Wealth Solutions’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	$28.8K	Hold	467	–	–	0.02%	122
2026 Q1	$27.3K	Sell	467 -104	-18%	-$6.15K	0.02%	118
2025 Q4	$32.3K	Sell	571 -3	-0.5%	-$164	0.02%	120
2025 Q3	$30.5K	Buy	574 +57	+11%	+$3.09K	0.02%	125
2025 Q2	$24.5K	Sell	517 -36	-7%	-$1.59K	0.02%	134
2025 Q1	$22.9K	Hold	553	–	–	0.02%	123
2024 Q4	$19.8K	Buy	+553	New	+$20K	0.02%	142

Other funds holding BTI

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Retirement Wealth Solutions's BTI Position: Q2 2026 in Review

Retirement Wealth Solutions held its British American Tobacco (BTI) position steady in Q2 2026 at 467 shares worth $28.8K. The position accounts for 0.02% of the portfolio, ranked #122.

Retirement Wealth Solutions first reported a position in BTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.3K in Q4 2025. 135 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Retirement Wealth Solutions held 467 shares of British American Tobacco worth $28.8K as of Q2 2026.
Retirement Wealth Solutions left its British American Tobacco share count unchanged in Q2 2026.
British American Tobacco made up 0.02% of Retirement Wealth Solutions's portfolio in Q2 2026, its #122 holding.
Retirement Wealth Solutions first reported a position in British American Tobacco in Q4 2024 and has held it in 7 quarters since.
Retirement Wealth Solutions's British American Tobacco position peaked at $32.3K in Q4 2025.
135 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.