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Summit Securities Group’s British American Tobacco BTI Stock Holding History

Summit Securities Group’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 		$33.1K Buy
536
+36
+7% +$2.17K ﹤0.01% 640
2026
Q1 		$29.2K Sell
500
-20,800
-98% -$1.23M ﹤0.01% 465
2025
Q4 		$1.21M Buy
21,300
+18,500
+661% +$1.01M 0.16% 107
2025
Q3 		$149K Sell
2,800
-29,728
-91% -$1.61M 0.03% 313
2025
Q2 		$1.54M Buy
32,528
+3,378
+12% +$150K 0.3% 68
2025
Q1 		$1.21M Buy
29,150
+8,650
+42% +$340K 0.19% 55
2024
Q4 		$745K Sell
20,500
-482,448
-96% -$17.4M 0.15% 94
2024
Q3 		$5.21M Buy
502,948
+464,833
+1,220% +$16.6M 1.38% 21
2024
Q2 		$2.78M Buy
38,115
+24,133
+173% +$733K 0.53% 30
2024
Q1 		$426K Sell
13,982
-19,594
-58% -$590K 0.07% 104
2023
Q4 		$983K Buy
33,576
+14,187
+73% +$432K 0.09% 139
2023
Q3 		$609K Buy
+19,389
New +$639K 0.06% 111
2023
Q2 		– Sell
-97,103
Closed -$3.41M – 897
2023
Q1 		$3.41M Buy
97,103
+95,203
+5,011% +$3.59M 0.28% 50
2022
Q4 		$76K Buy
1,900
+1,500
+375% +$58.9K ﹤0.01% 647
2022
Q3 		$14K Buy
400
+200
+100% +$8.02K ﹤0.01% 764
2022
Q2 		$9K Sell
200
-6,100
-97% -$262K ﹤0.01% 842
2022
Q1 		$266K Buy
+6,300
New +$269K 0.03% 327
2021
Q2 		– Sell
-10,600
Closed -$411K – 714
2021
Q1 		$411K Sell
10,600
-3,100
-23% -$117K 0.05% 368
2020
Q4 		$514K Buy
+13,700
New +$490K 0.04% 343
2020
Q1 		– Sell
-48,500
Closed -$2.06M – 311
2019
Q4 		$2.06M Buy
+48,500
New +$1.83M 0.16% 134
2018
Q1 		– Sell
-38,225
Closed -$2.56M – 158
2017
Q4 		$2.56M Buy
38,225
+28,288
+285% +$1.84M 0.3% 32
2017
Q3 		$621K Buy
+9,937
New +$641K 0.11% 94
2015
Q2 		– Sell
-200
Closed -$10K – 474
2015
Q1 		$10K Buy
+200
New +$11.1K 0.01% 276
2014
Q2 		– Sell
-200
Closed -$11K – 580
2014
Q1 		$11K Buy
+200
New +$10.4K 0.01% 257
2013
Q3 		– Sell
-398
Closed -$20K – 429
2013
Q2 		$20K Buy
+398
New +$21.9K 0.01% 247

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Securities Group's BTI Position: Q2 2026 in Review

Summit Securities Group increased its British American Tobacco (BTI) stake by 7.2% in Q2 2026, buying an estimated $2.17K and bringing the position to 536 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Summit Securities Group first reported a position in BTI in Q2 2013 and has held it in 25 quarters since. The position peaked at $5.21M in Q3 2024. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Summit Securities Group held 536 shares of British American Tobacco worth $33.1K as of Q2 2026.
  • Summit Securities Group bought 36 British American Tobacco shares in Q2 2026, an estimated $2.17K.
  • British American Tobacco made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #640 holding.
  • Summit Securities Group first reported a position in British American Tobacco in Q2 2013 and has held it in 25 quarters since.
  • Summit Securities Group's British American Tobacco position peaked at $5.21M in Q3 2024.
  • 907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.