Richard W. Paul & Associates’s British American Tobacco BTI Stock Holding History

Richard W. Paul & Associates’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	$27.8K	Sell	450 -55	-11%	-$3.32K	0.01%	193
2026 Q1	$29.5K	Buy	505 +37	+8%	+$2.19K	0.01%	189
2025 Q4	$26.5K	Hold	468	–	–	0.01%	190
2025 Q3	$24.8K	Buy	468 +49	+12%	+$2.66K	0.01%	195
2025 Q2	$19.8K	Buy	+419	New	+$18.6K	0.01%	219
2025 Q1	–	Sell	-18	Closed	-$641	–	359
2024 Q4	$641	Sell	18 -291	-94%	-$10.5K	﹤0.01%	485
2024 Q3	$11.3K	Sell	309 -2	-0.6%	-$71	﹤0.01%	300
2024 Q2	$9.61K	Buy	311 +8	+3%	+$243	﹤0.01%	310
2024 Q1	$9.25K	Sell	303 -81	-21%	-$2.44K	﹤0.01%	319
2023 Q4	$11.2K	Sell	384 -76	-17%	-$2.31K	﹤0.01%	296
2023 Q3	$14.5K	Sell	460 -31	-6%	-$1.02K	0.01%	269
2023 Q2	$16.3K	Sell	491 -473	-49%	-$16.2K	0.01%	284
2023 Q1	$33.8K	Buy	964 +49	+5%	+$1.85K	0.02%	233
2022 Q4	$36.6K	Buy	+915	New	+$36K	0.02%	229

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

Richard W. Paul & Associates's BTI Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its British American Tobacco (BTI) stake by 11% in Q2 2026, selling an estimated $3.32K and leaving 450 shares worth $27.8K. The position accounts for 0.01% of the portfolio, ranked #193.

Richard W. Paul & Associates first reported a position in BTI in Q4 2022 and has held it in 14 quarters since. The position peaked at $36.6K in Q4 2022. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Richard W. Paul & Associates held 450 shares of British American Tobacco worth $27.8K as of Q2 2026.
Richard W. Paul & Associates sold 55 British American Tobacco shares in Q2 2026, an estimated $3.32K.
British American Tobacco made up 0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #193 holding.
Richard W. Paul & Associates first reported a position in British American Tobacco in Q4 2022 and has held it in 14 quarters since.
Richard W. Paul & Associates's British American Tobacco position peaked at $36.6K in Q4 2022.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.