Shulman DeMeo Asset Management’s British American Tobacco BTI Stock Holding History

Shulman DeMeo Asset 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	$381K	Sell	6,162 -1	-0%	-$60	0.07%	95
2026 Q1	$360K	Sell	6,163 -610	-9%	-$36.1K	0.08%	93
2025 Q4	$383K	Hold	6,773	–	–	0.09%	79
2025 Q3	$360K	Sell	6,773 -1,392	-17%	-$75.6K	0.08%	82
2025 Q2	$386K	Hold	8,165	–	–	0.1%	76
2025 Q1	$338K	Hold	8,165	–	–	0.09%	83
2024 Q4	$297K	Sell	8,165 -776	-9%	-$28K	0.08%	92
2024 Q3	$327K	Sell	8,941 -218	-2%	-$7.79K	0.08%	94
2024 Q2	$283K	Buy	9,159 +3	+0%	+$91	0.07%	103
2024 Q1	$279K	Buy	9,156 +3	+0%	+$90	0.07%	104
2023 Q4	$268K	Sell	9,153 -1,924	-17%	-$58.5K	0.08%	110
2023 Q3	$348K	Sell	11,077 -369	-3%	-$12.2K	0.12%	84
2023 Q2	$380K	Sell	11,446 -9	-0.1%	-$308	0.11%	82
2023 Q1	$402K	Sell	11,455 -22	-0.2%	-$829	0.13%	78
2022 Q4	$459K	Buy	11,477 +2	+0%	+$79	0.15%	66
2022 Q3	$407K	Sell	11,475 -570	-5%	-$22.8K	0.14%	68
2022 Q2	$517K	Sell	12,045 -30	-0.2%	-$1.29K	0.17%	57
2022 Q1	$509K	Hold	12,075	–	–	0.14%	71
2021 Q4	$452K	Sell	12,075 -1,365	-10%	-$48.5K	0.12%	77
2021 Q3	$474K	Buy	+13,440	New	+$505K	0.41%	43
2021 Q2	–	Sell	-13,439	Closed	-$521K	–	72
2021 Q1	$521K	Sell	13,439 -24	-0.2%	-$904	0.14%	73
2020 Q4	$505K	Sell	13,463 -246	-2%	-$8.81K	0.14%	70
2020 Q3	$496K	Buy	13,709 +686	+5%	+$24K	0.17%	61
2020 Q2	$506K	Sell	13,023 -25	-0.2%	-$958	0.2%	51
2020 Q1	$446K	Sell	13,048 -1,800	-12%	-$73.4K	0.21%	50
2019 Q4	$630K	Sell	14,848 -469	-3%	-$17.7K	0.22%	52
2019 Q3	$565K	Buy	15,317 +71	+0.5%	+$2.6K	0.19%	56
2019 Q2	$532K	Buy	15,246 +397	+3%	+$15K	0.2%	51
2019 Q1	$620K	Buy	+14,849	New	+$540K	0.24%	46

Other funds holding BTI

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

Shulman DeMeo Asset Management's BTI Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its British American Tobacco (BTI) stake by 0.02% in Q2 2026, selling an estimated $60 and leaving 6,162 shares worth $381K. The position accounts for 0.07% of the portfolio, ranked #95.

Shulman DeMeo Asset Management first reported a position in BTI in Q1 2019 and has held it in 29 quarters since. The position peaked at $630K in Q4 2019. 198 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Shulman DeMeo Asset Management held 6,162 shares of British American Tobacco worth $381K as of Q2 2026.
Shulman DeMeo Asset Management sold 1 British American Tobacco share in Q2 2026, an estimated $60.
British American Tobacco made up 0.07% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #95 holding.
Shulman DeMeo Asset Management first reported a position in British American Tobacco in Q1 2019 and has held it in 29 quarters since.
Shulman DeMeo Asset Management's British American Tobacco position peaked at $630K in Q4 2019.
198 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.