Ritholtz Wealth Management’s British American Tobacco BTI Stock Holding History

Ritholtz Wealth 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	$8.81M	Sell	142,646 -2,275	-2%	-$137K	0.13%	96
2026 Q1	$8.47M	Sell	144,921 -1,813	-1%	-$107K	0.15%	84
2025 Q4	$8.31M	Sell	146,734 -7,008	-5%	-$382K	0.15%	74
2025 Q3	$8.16M	Sell	153,742 -10,244	-6%	-$556K	0.16%	72
2025 Q2	$7.76M	Buy	163,986 +3,459	+2%	+$153K	0.17%	67
2025 Q1	$6.64M	Sell	160,527 -13,704	-8%	-$539K	0.2%	67
2024 Q4	$6.33M	Buy	174,231 +18,410	+12%	+$665K	0.19%	69
2024 Q3	$5.7M	Buy	155,821 +33,156	+27%	+$1.18M	0.17%	70
2024 Q2	$3.79M	Buy	122,665 +67,730	+123%	+$2.06M	0.13%	103
2024 Q1	$1.68M	Buy	54,935 +20,503	+60%	+$617K	0.06%	232
2023 Q4	$1.01M	Sell	34,432 -11,055	-24%	-$336K	0.04%	313
2023 Q3	$1.43M	Buy	45,487 +24,484	+117%	+$807K	0.06%	204
2023 Q2	$697K	Buy	21,003 +10,850	+107%	+$371K	0.03%	357
2023 Q1	$357K	Sell	10,153 -2,639	-21%	-$99.5K	0.02%	475
2022 Q4	$511K	Buy	12,792 +880	+7%	+$34.6K	0.03%	358
2022 Q3	$423K	Sell	11,912 -2,194	-16%	-$87.9K	0.02%	445
2022 Q2	$605K	Buy	14,106 +2,948	+26%	+$126K	0.04%	273
2022 Q1	$470K	Buy	11,158 +5,417	+94%	+$231K	0.03%	320
2021 Q4	$215K	Sell	5,741 -3,302	-37%	-$117K	0.01%	491
2021 Q3	$319K	Sell	9,043 -170	-2%	-$6.38K	0.02%	358
2021 Q2	$362K	Buy	9,213 +2,333	+34%	+$91.4K	0.03%	331
2021 Q1	$267K	Buy	+6,880	New	+$259K	0.02%	338
2020 Q3	–	Sell	-5,671	Closed	-$220K	–	332
2020 Q2	$220K	Buy	+5,671	New	+$217K	0.03%	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

Ritholtz Wealth Management's BTI Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its British American Tobacco (BTI) stake by 1.6% in Q2 2026, selling an estimated $137K and leaving 142,646 shares worth $8.81M. The position accounts for 0.13% of the portfolio, ranked #96.

Ritholtz Wealth Management first reported a position in BTI in Q2 2020 and has held it in 23 quarters since. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Ritholtz Wealth Management held 142,646 shares of British American Tobacco worth $8.81M as of Q2 2026.
Ritholtz Wealth Management sold 2,275 British American Tobacco shares in Q2 2026, an estimated $137K.
British American Tobacco made up 0.13% of Ritholtz Wealth Management's portfolio in Q2 2026, its #96 holding.
Ritholtz Wealth Management first reported a position in British American Tobacco in Q2 2020 and has held it in 23 quarters since.
904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.