Rothschild Investment LLC’s British American Tobacco BTI Stock Holding History

Rothschild Investment LLC’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	$82.4K	Sell	1,334 -105	-7%	-$6.34K	﹤0.01%	1123
2026 Q1	$84.2K	Buy	1,439 +134	+10%	+$7.93K	﹤0.01%	955
2025 Q4	$73.9K	Buy	1,305 +17	+1%	+$928	﹤0.01%	905
2025 Q3	$68.4K	Buy	1,288 +72	+6%	+$3.91K	﹤0.01%	902
2025 Q2	$57.6K	Buy	1,216 +100	+9%	+$4.43K	﹤0.01%	749
2025 Q1	$46.2K	Buy	1,116 +32	+3%	+$1.26K	﹤0.01%	787
2024 Q4	$39.4K	Sell	1,084 -5,125	-83%	-$185K	﹤0.01%	836
2024 Q3	$227K	Buy	6,209 +96	+2%	+$3.43K	0.01%	488
2024 Q2	$189K	Buy	6,113 +261	+4%	+$7.93K	0.01%	507
2024 Q1	$178K	Buy	5,852 +441	+8%	+$13.3K	0.01%	488
2023 Q4	$158K	Buy	+5,411	New	+$165K	0.01%	456
2023 Q1	–	Sell	-5,200	Closed	-$208K	–	488
2022 Q4	$208K	Buy	+5,200	New	+$204K	0.02%	432

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

Rothschild Investment LLC's BTI Position: Q2 2026 in Review

Rothschild Investment LLC reduced its British American Tobacco (BTI) stake by 7.3% in Q2 2026, selling an estimated $6.34K and leaving 1,334 shares worth $82.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Rothschild Investment LLC first reported a position in BTI in Q4 2022 and has held it in 12 quarters since. The position peaked at $227K in Q3 2024. 909 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Rothschild Investment LLC held 1,334 shares of British American Tobacco worth $82.4K as of Q2 2026.
Rothschild Investment LLC sold 105 British American Tobacco shares in Q2 2026, an estimated $6.34K.
British American Tobacco made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1123 holding.
Rothschild Investment LLC first reported a position in British American Tobacco in Q4 2022 and has held it in 12 quarters since.
Rothschild Investment LLC's British American Tobacco position peaked at $227K in Q3 2024.
909 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.