SIMA Wealth Partners’s British American Tobacco BTI Stock Holding History

SIMA Wealth Partners’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	$13K	Hold	210	–	–	0.01%	110
2026 Q1	$12.3K	Hold	210	–	–	0.01%	108
2025 Q4	$11.9K	Hold	210	–	–	0.01%	109
2025 Q3	$11.1K	Hold	210	–	–	0.01%	121
2025 Q2	$9.94K	Hold	210	–	–	0.01%	121
2025 Q1	$8.69K	Hold	210	–	–	0.01%	150
2024 Q4	$7.63K	Buy	+210	New	+$7.58K	0.01%	150

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

SIMA Wealth Partners's BTI Position: Q2 2026 in Review

SIMA Wealth Partners held its British American Tobacco (BTI) position steady in Q2 2026 at 210 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #110.

SIMA Wealth Partners first reported a position in BTI in Q4 2024 and has held it in 7 quarters since. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

SIMA Wealth Partners held 210 shares of British American Tobacco worth $13K as of Q2 2026.
SIMA Wealth Partners left its British American Tobacco share count unchanged in Q2 2026.
British American Tobacco made up 0.01% of SIMA Wealth Partners's portfolio in Q2 2026, its #110 holding.
SIMA Wealth Partners first reported a position in British American Tobacco in Q4 2024 and has held it in 7 quarters since.
904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.