Strategic Wealth Partners’s British American Tobacco BTI Stock Holding History

Strategic Wealth Partners’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	$3.64K	Hold	59	–	–	﹤0.01%	1111
2026 Q1	$3.45K	Sell	59 -15	-20%	-$888	﹤0.01%	1098
2025 Q4	$4.19K	Buy	+74	New	+$4.04K	﹤0.01%	1086
2024 Q1	–	Sell	-8,531	Closed	-$250K	–	286
2023 Q4	$250K	Sell	8,531 -43,194	-84%	-$1.31M	0.03%	244
2023 Q3	$1.62M	Sell	51,725 -9,859	-16%	-$325K	0.21%	118
2023 Q2	$2.04M	Sell	61,584 -1,247	-2%	-$42.6K	0.26%	109
2023 Q1	$2.21M	Sell	62,831 -3,784	-6%	-$143K	0.34%	85
2022 Q4	$2.66M	Sell	66,615 -5,454	-8%	-$214K	0.49%	59
2022 Q3	$2.56M	Sell	72,069 -162	-0.2%	-$6.49K	0.54%	56
2022 Q2	$3.1M	Sell	72,231 -526	-0.7%	-$22.6K	0.67%	44
2022 Q1	$3.07M	Sell	72,757 -3,640	-5%	-$155K	0.6%	49
2021 Q4	$2.86M	Buy	+76,397	New	+$2.71M	0.54%	58
2019 Q2	–	Sell	-305	Closed	-$13K	–	741
2019 Q1	$13K	Hold	305	–	–	0.01%	456
2018 Q4	$10K	Hold	305	–	–	0.01%	473
2018 Q3	$14K	Sell	305 -410	-57%	-$20.8K	0.01%	409
2018 Q2	$36K	Sell	715 -431	-38%	-$22.7K	0.02%	286
2018 Q1	$66K	Sell	1,146 -867	-43%	-$54.5K	0.03%	222
2017 Q4	$131K	Buy	+2,013	New	+$131K	0.07%	162

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

Strategic Wealth Partners's BTI Position: Q2 2026 in Review

Strategic Wealth Partners held its British American Tobacco (BTI) position steady in Q2 2026 at 59 shares worth $3.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Strategic Wealth Partners first reported a position in BTI in Q4 2017 and has held it in 18 quarters since. The position peaked at $3.1M in Q2 2022. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Strategic Wealth Partners held 59 shares of British American Tobacco worth $3.64K as of Q2 2026.
Strategic Wealth Partners left its British American Tobacco share count unchanged in Q2 2026.
British American Tobacco made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1111 holding.
Strategic Wealth Partners first reported a position in British American Tobacco in Q4 2017 and has held it in 18 quarters since.
Strategic Wealth Partners's British American Tobacco position peaked at $3.1M in Q2 2022.
904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.