San Luis Wealth Advisors’s British American Tobacco BTI Stock Holding History

San Luis Wealth Advisors’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	$1.14M	Sell	18,426 -606	-3%	-$36.6K	0.17%	86
2026 Q1	$1.11M	Buy	19,032 +286	+2%	+$16.9K	0.18%	81
2025 Q4	$1.06M	Buy	18,746 +2,190	+13%	+$119K	0.18%	78
2025 Q3	$879K	Sell	16,556 -87	-0.5%	-$4.72K	0.16%	80
2025 Q2	$788K	Sell	16,643 -1,711	-9%	-$75.8K	0.17%	69
2025 Q1	$759K	Sell	18,354 -5,937	-24%	-$233K	0.17%	61
2024 Q4	$882K	Buy	24,291 +3,491	+17%	+$126K	0.17%	62
2024 Q3	$761K	Buy	20,800 +9,912	+91%	+$354K	0.16%	62
2024 Q2	$337K	Buy	+10,888	New	+$331K	0.08%	92

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

San Luis Wealth Advisors's BTI Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its British American Tobacco (BTI) stake by 3.2% in Q2 2026, selling an estimated $36.6K and leaving 18,426 shares worth $1.14M. The position accounts for 0.17% of the portfolio, ranked #86.

San Luis Wealth Advisors first reported a position in BTI in Q2 2024 and has held it in 9 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

San Luis Wealth Advisors held 18,426 shares of British American Tobacco worth $1.14M as of Q2 2026.
San Luis Wealth Advisors sold 606 British American Tobacco shares in Q2 2026, an estimated $36.6K.
British American Tobacco made up 0.17% of San Luis Wealth Advisors's portfolio in Q2 2026, its #86 holding.
San Luis Wealth Advisors first reported a position in British American Tobacco in Q2 2024 and has held it in 9 quarters since.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.