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Sterling Investment Management’s British American Tobacco BTI Stock Holding History

Sterling Investment 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
2025
Q3 		– Sell
-24,619
Closed -$1.17M – 67
2025
Q2 		$1.17M Sell
24,619
-102
-0.4% -$4.52K 0.77% 37
2025
Q1 		$1.02M Sell
24,721
-724
-3% -$28.5K 0.73% 37
2024
Q4 		$924K Sell
25,445
-367
-1% -$13.3K 0.73% 40
2024
Q3 		$944K Sell
25,812
-1,779
-6% -$63.6K 0.72% 39
2024
Q2 		$853K Sell
27,591
-4,369
-14% -$133K 0.65% 43
2024
Q1 		$975K Sell
31,960
-712
-2% -$21.4K 0.69% 42
2023
Q4 		$957K Sell
32,672
-714
-2% -$21.7K 0.7% 43
2023
Q3 		$1.05M Sell
33,386
-540
-2% -$17.8K 0.93% 35
2023
Q2 		$1.13M Sell
33,926
-523
-2% -$17.9K 0.89% 37
2023
Q1 		$1.21M Sell
34,449
-512
-1% -$19.3K 0.96% 30
2022
Q4 		$1.4M Sell
34,961
-2,363
-6% -$92.8K 1.12% 29
2022
Q3 		$1.32M Buy
37,324
+8,917
+31% +$357K 1.12% 30
2022
Q2 		$1.22M Sell
28,407
-2,820
-9% -$121K 1.01% 31
2022
Q1 		$1.32M Sell
31,227
-7,084
-18% -$302K 0.93% 37
2021
Q4 		$1.43M Sell
38,311
-593
-2% -$21.1K 0.89% 41
2021
Q3 		$1.37M Buy
38,904
+1,595
+4% +$59.9K 0.88% 42
2021
Q2 		$1.47M Buy
37,309
+3,515
+10% +$138K 0.96% 37
2021
Q1 		$1.31M Buy
+33,794
New +$1.27M 0.9% 38

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM

Sterling Investment Management's BTI Position: Q3 2025 in Review

Sterling Investment Management sold out of British American Tobacco (BTI) in Q3 2025, closing a stake of 24,619 shares — an estimated $1.17M sold.

Sterling Investment Management first reported a position in BTI in Q1 2021 and held it in 18 quarters. The position peaked at $1.47M in Q2 2021. 770 funds tracked by Wall St. Rank hold BTI as of Q3 2025.

  • Sterling Investment Management reported no remaining British American Tobacco position as of Q3 2025 after selling out during the quarter.
  • Sterling Investment Management sold 24,619 British American Tobacco shares in Q3 2025, an estimated $1.17M.
  • Sterling Investment Management first reported a position in British American Tobacco in Q1 2021 and held it in 18 quarters.
  • Sterling Investment Management's British American Tobacco position peaked at $1.47M in Q2 2021.
  • 770 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2025.

Based on Sterling Investment Management's 13F filing for Q3 2025, filed 20 Oct 2025.