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SimplyRich’s British American Tobacco BTI Stock Holding History

SimplyRich’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 		$749K Sell
12,815
-103
-0.8% -$6.09K 0.19% 100
2025
Q4 		$731K Buy
12,918
+1,900
+17% +$104K 0.19% 102
2025
Q3 		$584K Sell
11,018
-9
-0.1% -$489 0.16% 124
2025
Q2 		$521K Buy
11,027
+3,255
+42% +$144K 0.15% 137
2025
Q1 		$321K Buy
7,772
+188
+2% +$7.39K 0.09% 174
2024
Q4 		$275K Hold
7,584
– – 0.08% 191
2024
Q3 		$277K Sell
7,584
-837
-10% -$29.9K 0.08% 191
2024
Q2 		$260K Sell
8,421
-2,563
-23% -$77.8K 0.08% 157
2024
Q1 		$336K Buy
10,984
+4,069
+59% +$122K 0.11% 141
2023
Q4 		$203K Buy
+6,915
New +$210K 0.07% 171
2023
Q2 		– Sell
-12,019
Closed -$422K – 176
2023
Q1 		$422K Sell
12,019
-3,860
-24% -$146K 0.16% 121
2022
Q4 		$634K Buy
15,879
+4,057
+34% +$159K 0.25% 97
2022
Q3 		$419K Sell
11,822
-2,497
-17% -$100K 0.19% 106
2022
Q2 		$614K Buy
14,319
+2,445
+21% +$105K 0.25% 94
2022
Q1 		$500K Buy
11,874
+968
+9% +$41.3K 0.17% 114
2021
Q4 		$408K Sell
10,906
-33,908
-76% -$1.2M 0.14% 124
2021
Q3 		$1.58M Sell
44,814
-233
-0.5% -$8.75K 0.58% 45
2021
Q2 		$1.77M Buy
45,047
+458
+1% +$17.9K 0.81% 35
2021
Q1 		$1.73M Buy
44,589
+35,901
+413% +$1.35M 0.69% 39
2020
Q4 		$326K Sell
8,688
-729
-8% -$26.1K 0.15% 121
2020
Q3 		$340K Buy
9,417
+149
+2% +$5.22K 0.17% 115
2020
Q2 		$363K Buy
+9,268
New +$355K 0.2% 104
2020
Q1 		– Sell
-11,735
Closed -$498K – 125
2019
Q4 		$498K Buy
11,735
+345
+3% +$13K 0.25% 101
2019
Q3 		$412K Buy
11,390
+880
+8% +$32.2K 0.23% 109
2019
Q2 		$366K Sell
10,510
-919
-8% -$34.8K 0.2% 118
2019
Q1 		$477K Buy
+11,429
New +$416K 0.39% 66
2018
Q2 		– Sell
-4,338
Closed -$250K – 161
2018
Q1 		$250K Sell
4,338
-5,716
-57% -$359K 0.14% 154
2017
Q4 		$674K Buy
+10,054
New +$655K 0.38% 93

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 $5.72T AUM 30.48% 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

SimplyRich's BTI Position: Q1 2026 in Review

SimplyRich reduced its British American Tobacco (BTI) stake by 0.8% in Q1 2026, selling an estimated $6.09K and leaving 12,815 shares worth $749K. The position accounts for 0.19% of the portfolio, ranked #100.

SimplyRich first reported a position in BTI in Q4 2017 and has held it in 28 quarters since. The position peaked at $1.77M in Q2 2021. 866 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

  • SimplyRich held 12,815 shares of British American Tobacco worth $749K as of Q1 2026.
  • SimplyRich sold 103 British American Tobacco shares in Q1 2026, an estimated $6.09K.
  • British American Tobacco made up 0.19% of SimplyRich's portfolio in Q1 2026, its #100 holding.
  • SimplyRich first reported a position in British American Tobacco in Q4 2017 and has held it in 28 quarters since.
  • SimplyRich's British American Tobacco position peaked at $1.77M in Q2 2021.
  • 866 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.