Sittner & Nelson’s British American Tobacco BTI Stock Holding History

Sittner & Nelson’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	$471K	Hold	8,050	–	–	0.17%	97
2025 Q4	$506K	Buy	8,050 +300	+4%	+$16.4K	0.18%	90
2025 Q3	$411K	Hold	7,750	–	–	0.15%	97
2025 Q2	$367K	Hold	7,750	–	–	0.15%	99
2025 Q1	$321K	Buy	7,750 +2,500	+48%	+$98.3K	0.14%	104
2024 Q4	$191K	Hold	5,250	–	–	0.08%	132
2024 Q3	$192K	Buy	+5,250	New	+$188K	0.09%	136
2023 Q4	–	Sell	-1,588	Closed	-$49.9K	–	455
2023 Q3	$49.9K	Hold	1,588	–	–	0.03%	206
2023 Q2	$52.7K	Sell	1,588 -4,491	-74%	-$154K	0.03%	208
2023 Q1	$213K	Buy	6,079 +27	+0.4%	+$1.02K	0.12%	112
2022 Q4	$242K	Buy	6,052 +993	+20%	+$39K	0.15%	107
2022 Q3	$180K	Buy	5,059 +1,018	+25%	+$40.8K	0.12%	111
2022 Q2	$173K	Hold	4,041	–	–	0.11%	108
2022 Q1	$170K	Buy	4,041 +541	+15%	+$23.1K	0.1%	110
2021 Q4	$131K	Hold	3,500	–	–	0.08%	124
2021 Q3	$123K	Buy	3,500 +2,500	+250%	+$93.9K	0.08%	125
2021 Q2	$39K	Hold	1,000	–	–	0.03%	195
2021 Q1	$39K	Hold	1,000	–	–	0.03%	190
2020 Q4	$37K	Buy	+1,000	New	+$35.8K	0.03%	182

Other funds holding BTI

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sittner & Nelson's BTI Position: Q1 2026 in Review

Sittner & Nelson held its British American Tobacco (BTI) position steady in Q1 2026 at 8,050 shares worth $471K. The position accounts for 0.17% of the portfolio, ranked #97.

Sittner & Nelson first reported a position in BTI in Q4 2020 and has held it in 19 quarters since. The position peaked at $506K in Q4 2025. 866 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

Sittner & Nelson held 8,050 shares of British American Tobacco worth $471K as of Q1 2026.
Sittner & Nelson left its British American Tobacco share count unchanged in Q1 2026.
British American Tobacco made up 0.17% of Sittner & Nelson's portfolio in Q1 2026, its #97 holding.
Sittner & Nelson first reported a position in British American Tobacco in Q4 2020 and has held it in 19 quarters since.
Sittner & Nelson's British American Tobacco position peaked at $506K in Q4 2025.
866 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.