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 Q2	$704K	Sell	11,393 -1,118	-9%	-$67.5K	0.08%	160
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 $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

Stokes Family Office's BTI Position: Q2 2026 in Review

Stokes Family Office reduced its British American Tobacco (BTI) stake by 8.9% in Q2 2026, selling an estimated $67.5K and leaving 11,393 shares worth $704K. The position accounts for 0.08% of the portfolio, ranked #160.

Stokes Family Office first reported a position in BTI in Q3 2021 and has held it in 16 quarters since. The position peaked at $996K in Q4 2025. 908 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Stokes Family Office held 11,393 shares of British American Tobacco worth $704K as of Q2 2026.
Stokes Family Office sold 1,118 British American Tobacco shares in Q2 2026, an estimated $67.5K.
British American Tobacco made up 0.08% of Stokes Family Office's portfolio in Q2 2026, its #160 holding.
Stokes Family Office first reported a position in British American Tobacco in Q3 2021 and has held it in 16 quarters since.
Stokes Family Office's British American Tobacco position peaked at $996K in Q4 2025.
908 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.