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

SHP 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 		$23.2K Sell
375
-202
-35% -$12.2K ﹤0.01% 745
2026
Q1 		$33.7K Sell
577
-40
-6% -$2.37K ﹤0.01% 589
2025
Q4 		$34.9K Buy
+617
New +$33.7K ﹤0.01% 559

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

SHP Wealth Management reduced its British American Tobacco (BTI) stake by 35% in Q2 2026, selling an estimated $12.2K and leaving 375 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

SHP Wealth Management first reported a position in BTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $34.9K in Q4 2025. 910 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • SHP Wealth Management held 375 shares of British American Tobacco worth $23.2K as of Q2 2026.
  • SHP Wealth Management sold 202 British American Tobacco shares in Q2 2026, an estimated $12.2K.
  • British American Tobacco made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #745 holding.
  • SHP Wealth Management first reported a position in British American Tobacco in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's British American Tobacco position peaked at $34.9K in Q4 2025.
  • 910 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.