Sound View Wealth Advisors Group’s British American Tobacco BTI Stock Holding History

Sound View Wealth Advisors Group’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	$556K	Sell	9,003 -121	-1%	-$7.3K	0.03%	268
2026 Q1	$533K	Buy	9,124 +927	+11%	+$54.9K	0.04%	265
2025 Q4	$464K	Sell	8,197 -45	-0.5%	-$2.46K	0.03%	279
2025 Q3	$437K	Sell	8,242 -67	-0.8%	-$3.64K	0.03%	292
2025 Q2	$393K	Sell	8,309 -607	-7%	-$26.9K	0.03%	304
2025 Q1	$369K	Buy	8,916 +12	+0.1%	+$472	0.03%	305
2024 Q4	$323K	Buy	8,904 +258	+3%	+$9.32K	0.03%	328
2024 Q3	$316K	Sell	8,646 -417	-5%	-$14.9K	0.03%	327
2024 Q2	$280K	Buy	9,063 +871	+11%	+$26.5K	0.03%	314
2024 Q1	$250K	Sell	8,192 -1,849	-18%	-$55.6K	0.03%	330
2023 Q4	$294K	Sell	10,041 -761	-7%	-$23.2K	0.03%	311
2023 Q3	$339K	Buy	10,802 +1,711	+19%	+$56.4K	0.04%	272
2023 Q2	$302K	Sell	9,091 -190	-2%	-$6.5K	0.04%	287
2023 Q1	$326K	Sell	9,281 -760	-8%	-$28.7K	0.04%	274
2022 Q4	$294K	Buy	10,041 +2,616	+35%	+$103K	0.03%	311
2022 Q3	$264K	Sell	7,425 -1,484	-17%	-$59.5K	0.06%	225
2022 Q2	$382K	Sell	8,909 -27	-0.3%	-$1.16K	0.08%	189
2022 Q1	$377K	Buy	8,936 +22	+0.2%	+$938	0.07%	203
2021 Q4	$333K	Sell	8,914 -935	-9%	-$33.2K	0.06%	224
2021 Q3	$347K	Sell	9,849 -671	-6%	-$25.2K	0.07%	206
2021 Q2	$414K	Buy	10,520 +1,421	+16%	+$55.6K	0.09%	192
2021 Q1	$352K	Sell	9,099 -981	-10%	-$36.9K	0.08%	191
2020 Q4	$378K	Sell	10,080 -2,637	-21%	-$94.4K	0.09%	175
2020 Q3	$460K	Sell	12,717 -3,022	-19%	-$106K	0.12%	148
2020 Q2	$611K	Sell	15,739 -1,038	-6%	-$39.8K	0.17%	120
2020 Q1	$574K	Sell	16,777 -1,083	-6%	-$44.2K	0.2%	109
2019 Q4	$758K	Sell	17,860 -1,727	-9%	-$65.1K	0.21%	110
2019 Q3	$723K	Sell	19,587 -1,488	-7%	-$54.4K	0.22%	112
2019 Q2	$735K	Buy	+21,075	New	+$798K	0.22%	113

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

Sound View Wealth Advisors Group's BTI Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its British American Tobacco (BTI) stake by 1.3% in Q2 2026, selling an estimated $7.3K and leaving 9,003 shares worth $556K. The position accounts for 0.03% of the portfolio, ranked #268.

Sound View Wealth Advisors Group first reported a position in BTI in Q2 2019 and has held it in 29 quarters since. The position peaked at $758K in Q4 2019. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Sound View Wealth Advisors Group held 9,003 shares of British American Tobacco worth $556K as of Q2 2026.
Sound View Wealth Advisors Group sold 121 British American Tobacco shares in Q2 2026, an estimated $7.3K.
British American Tobacco made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #268 holding.
Sound View Wealth Advisors Group first reported a position in British American Tobacco in Q2 2019 and has held it in 29 quarters since.
Sound View Wealth Advisors Group's British American Tobacco position peaked at $758K in Q4 2019.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.