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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
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 $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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 $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHP Wealth Management's BTI Position: Q1 2026 in Review

SHP Wealth Management reduced its British American Tobacco (BTI) stake by 6.5% in Q1 2026, selling an estimated $2.37K and leaving 577 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

SHP Wealth Management first reported a position in BTI in Q4 2025 and has held it in 2 quarters since. The position peaked at $34.9K in Q4 2025. 868 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

  • SHP Wealth Management held 577 shares of British American Tobacco worth $33.7K as of Q1 2026.
  • SHP Wealth Management sold 40 British American Tobacco shares in Q1 2026, an estimated $2.37K.
  • British American Tobacco made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #589 holding.
  • SHP Wealth Management first reported a position in British American Tobacco in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's British American Tobacco position peaked at $34.9K in Q4 2025.
  • 868 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.