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

Stockman 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	$621K	Buy	10,052 +52	+0.5%	+$3.14K	0.06%	99
2026 Q1	$585K	Hold	10,000	–	–	0.06%	99
2025 Q4	$566K	Hold	10,000	–	–	0.07%	101
2025 Q3	$531K	Hold	10,000	–	–	0.07%	104
2025 Q2	$473K	Hold	10,000	–	–	0.06%	106
2025 Q1	$414K	Hold	10,000	–	–	0.06%	112
2024 Q4	$363K	Hold	10,000	–	–	0.06%	126
2024 Q3	$366K	Sell	10,000 -18	-0.2%	-$643	0.06%	131
2024 Q2	$310K	Hold	10,018	–	–	0.05%	137
2024 Q1	$306K	Buy	10,018 +18	+0.2%	+$542	0.05%	136
2023 Q4	$293K	Hold	10,000	–	–	0.06%	134
2023 Q3	$314K	Hold	10,000	–	–	0.07%	132
2023 Q2	$332K	Hold	10,000	–	–	0.07%	137
2023 Q1	$351K	Sell	10,000 -400	-4%	-$15.1K	0.08%	138
2022 Q4	$416K	Hold	10,400	–	–	0.1%	124
2022 Q3	$369K	Hold	10,400	–	–	0.1%	115
2022 Q2	$446K	Hold	10,400	–	–	0.11%	105
2022 Q1	$438K	Hold	10,400	–	–	0.09%	120
2021 Q4	$389K	Buy	+10,400	New	+$369K	0.08%	143
2018 Q3	–	Sell	-5,100	Closed	-$257K	–	154
2018 Q2	$257K	Buy	5,100 +100	+2%	+$5.27K	0.12%	122
2018 Q1	$288K	Hold	5,000	–	–	0.13%	114
2017 Q4	$335K	Hold	5,000	–	–	0.15%	106
2017 Q3	$312K	Hold	5,000	–	–	0.15%	103
2017 Q2	$343K	Hold	5,000	–	–	0.34%	77
2017 Q1	$332K	Hold	5,000	–	–	0.19%	98
2016 Q4	$282K	Hold	5,000	–	–	0.17%	96
2016 Q3	$319K	Buy	+5,000	New	+$317K	0.2%	91

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

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

Stockman Wealth Management increased its British American Tobacco (BTI) stake by 0.52% in Q2 2026, buying an estimated $3.14K and bringing the position to 10,052 shares worth $621K. The position accounts for 0.06% of the portfolio, ranked #99.

Stockman Wealth Management first reported a position in BTI in Q3 2016 and has held it in 27 quarters since. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Stockman Wealth Management held 10,052 shares of British American Tobacco worth $621K as of Q2 2026.
Stockman Wealth Management bought 52 British American Tobacco shares in Q2 2026, an estimated $3.14K.
British American Tobacco made up 0.06% of Stockman Wealth Management's portfolio in Q2 2026, its #99 holding.
Stockman Wealth Management first reported a position in British American Tobacco in Q3 2016 and has held it in 27 quarters since.
904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.