Stokes Family Office’s British American Tobacco BTI Stock Holding History

Stokes Family Office’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 Q1	$732K	Sell	12,511 -5,073	-29%	-$300K	0.08%	158
2025 Q4	$996K	Buy	17,584 +3,798	+28%	+$207K	0.09%	134
2025 Q3	$732K	Buy	13,786 +2,075	+18%	+$113K	0.07%	146
2025 Q2	$554K	Buy	11,711 +14	+0.1%	+$620	0.06%	156
2025 Q1	$484K	Sell	11,697 -3,000	-20%	-$118K	0.05%	161
2024 Q4	$534K	Buy	14,697 +269	+2%	+$9.72K	0.06%	155
2024 Q3	$528K	Buy	14,428 +1,000	+7%	+$35.7K	0.06%	147
2024 Q2	$415K	Sell	13,428 -4,450	-25%	-$135K	0.05%	165
2024 Q1	$545K	Buy	17,878 +4,022	+29%	+$121K	0.07%	141
2023 Q4	$406K	Sell	13,856 -7,070	-34%	-$215K	0.05%	157
2023 Q3	$657K	Buy	20,926 +10,417	+99%	+$343K	0.08%	164
2023 Q2	$349K	Buy	+10,509	New	+$359K	0.04%	220
2022 Q2	–	Sell	-8,675	Closed	-$366K	–	275
2022 Q1	$366K	Buy	8,675 +236	+3%	+$10.1K	0.05%	186
2021 Q4	$316K	Buy	8,439 +390	+5%	+$13.8K	0.04%	187
2021 Q3	$284K	Buy	+8,049	New	+$302K	0.04%	190

Other funds holding BTI

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stokes Family Office's BTI Position: Q1 2026 in Review

Stokes Family Office reduced its British American Tobacco (BTI) stake by 29% in Q1 2026, selling an estimated $300K and leaving 12,511 shares worth $732K. The position accounts for 0.08% of the portfolio, ranked #158.

Stokes Family Office first reported a position in BTI in Q3 2021 and has held it in 15 quarters since. The position peaked at $996K in Q4 2025. 866 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

Stokes Family Office held 12,511 shares of British American Tobacco worth $732K as of Q1 2026.
Stokes Family Office sold 5,073 British American Tobacco shares in Q1 2026, an estimated $300K.
British American Tobacco made up 0.08% of Stokes Family Office's portfolio in Q1 2026, its #158 holding.
Stokes Family Office first reported a position in British American Tobacco in Q3 2021 and has held it in 15 quarters since.
Stokes Family Office's British American Tobacco position peaked at $996K in Q4 2025.
866 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.