Spire Wealth Management’s British American Tobacco BTI Stock Holding History

Spire Wealth Management’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	$303K	Sell	4,900 -180	-4%	-$10.9K	0.01%	666
2026 Q1	$297K	Sell	5,080 -30	-0.6%	-$1.77K	0.01%	680
2025 Q4	$289K	Sell	5,110 -33	-0.6%	-$1.8K	0.01%	689
2025 Q3	$273K	Buy	5,143 +4	+0.1%	+$217	0.01%	700
2025 Q2	$243K	Sell	5,139 -32	-0.6%	-$1.42K	0.01%	714
2025 Q1	$214K	Sell	5,171 -9	-0.2%	-$354	0.01%	808
2024 Q4	$188K	Buy	5,180 +164	+3%	+$5.92K	0.01%	839
2024 Q3	$183K	Sell	5,016 -189	-4%	-$6.75K	0.01%	751
2024 Q2	$161K	Buy	5,205 +72	+1%	+$2.19K	0.01%	767
2024 Q1	$157K	Buy	5,133 +1,052	+26%	+$31.7K	﹤0.01%	848
2023 Q4	$120K	Sell	4,081 -115	-3%	-$3.5K	﹤0.01%	944
2023 Q3	$132K	Sell	4,196 -2,094	-33%	-$69K	0.01%	848
2023 Q2	$209K	Buy	6,290 +86	+1%	+$2.94K	0.01%	705
2023 Q1	$218K	Buy	6,204 +1,374	+28%	+$51.8K	0.01%	697
2022 Q4	$193K	Buy	4,830 +757	+19%	+$29.7K	0.01%	567
2022 Q3	$145K	Sell	4,073 -314	-7%	-$12.6K	0.01%	605
2022 Q2	$188K	Sell	4,387 -3,718	-46%	-$160K	0.01%	792
2022 Q1	$342K	Sell	8,105 -1,059	-12%	-$45.1K	0.01%	683
2021 Q4	$343K	Buy	9,164 +2,083	+29%	+$74K	0.01%	854
2021 Q3	$250K	Sell	7,081 -140	-2%	-$5.26K	0.01%	836
2021 Q2	$284K	Sell	7,221 -2,972	-29%	-$116K	0.01%	795
2021 Q1	$397K	Buy	+10,193	New	+$384K	0.01%	743

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

Spire Wealth Management's BTI Position: Q2 2026 in Review

Spire Wealth Management reduced its British American Tobacco (BTI) stake by 3.5% in Q2 2026, selling an estimated $10.9K and leaving 4,900 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #666.

Spire Wealth Management first reported a position in BTI in Q1 2021 and has held it in 22 quarters since. The position peaked at $397K in Q1 2021. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Spire Wealth Management held 4,900 shares of British American Tobacco worth $303K as of Q2 2026.
Spire Wealth Management sold 180 British American Tobacco shares in Q2 2026, an estimated $10.9K.
British American Tobacco made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #666 holding.
Spire Wealth Management first reported a position in British American Tobacco in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's British American Tobacco position peaked at $397K in Q1 2021.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.