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Sowell Financial Services’s British American Tobacco BTI Stock Holding History

Sowell Financial Services’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 		$342K Buy
5,541
+719
+15% +$43.4K 0.01% 809
2026
Q1 		$282K Buy
4,822
+853
+21% +$50.5K 0.01% 854
2025
Q4 		$225K Buy
+3,969
New +$217K 0.01% 971
2024
Q3 		– Sell
-42,524
Closed -$1.35M – 540
2024
Q2 		$1.35M Buy
42,524
+1,513
+4% +$46K 0.06% 287
2024
Q1 		$1.28M Buy
41,011
+5,003
+14% +$151K 0.06% 307
2023
Q4 		$1.08M Buy
36,008
+5,766
+19% +$175K 0.06% 309
2023
Q3 		$971K Sell
30,242
-4,935
-14% -$163K 0.06% 311
2023
Q2 		$1.17M Buy
35,177
+10,121
+40% +$346K 0.07% 323
2023
Q1 		$880K Buy
+25,056
New +$945K 0.07% 318
2022
Q4 		– Sell
-15,308
Closed -$565K – 523
2022
Q3 		$565K Buy
15,308
+442
+3% +$17.7K 0.06% 301
2022
Q2 		$638K Buy
14,866
+3,398
+30% +$146K 0.06% 198
2022
Q1 		$470K Buy
+11,468
New +$489K 0.08% 140
2021
Q2 		– Sell
-2,059
Closed -$81K – 829
2021
Q1 		$81K Buy
2,059
+81
+4% +$3.05K ﹤0.01% 1462
2020
Q4 		$74K Sell
1,978
-162
-8% -$5.8K ﹤0.01% 1266
2020
Q3 		$77K Sell
2,140
-612
-22% -$21.4K ﹤0.01% 1067
2020
Q2 		$107K Sell
2,752
-210
-7% -$8.05K 0.01% 942
2020
Q1 		$101K Buy
2,962
+50
+2% +$2.04K 0.01% 835
2019
Q4 		$124K Buy
2,912
+123
+4% +$4.64K 0.01% 845
2019
Q3 		$103K Buy
+2,789
New +$102K 0.01% 822

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sowell Financial Services's BTI Position: Q2 2026 in Review

Sowell Financial Services increased its British American Tobacco (BTI) stake by 15% in Q2 2026, buying an estimated $43.4K and bringing the position to 5,541 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #809.

Sowell Financial Services first reported a position in BTI in Q3 2019 and has held it in 19 quarters since. The position peaked at $1.35M in Q2 2024. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Sowell Financial Services held 5,541 shares of British American Tobacco worth $342K as of Q2 2026.
  • Sowell Financial Services bought 719 British American Tobacco shares in Q2 2026, an estimated $43.4K.
  • British American Tobacco made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #809 holding.
  • Sowell Financial Services first reported a position in British American Tobacco in Q3 2019 and has held it in 19 quarters since.
  • Sowell Financial Services's British American Tobacco position peaked at $1.35M in Q2 2024.
  • 904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.