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
2025 Q3	–	Sell	-500	Closed	-$23.7K	–	1052
2025 Q2	$23.7K	Buy	+500	New	+$22.1K	﹤0.01%	683
2023 Q1	–	Sell	-1,200	Closed	-$48K	–	852
2022 Q4	$48K	Hold	1,200	–	–	﹤0.01%	720
2022 Q3	$43K	Buy	+1,200	New	+$48.1K	﹤0.01%	631
2022 Q2	–	Sell	-2,700	Closed	-$114K	–	967
2022 Q1	$114K	Buy	2,700 +300	+13%	+$12.8K	0.01%	484
2021 Q4	$90K	Buy	+2,400	New	+$85.2K	﹤0.01%	696
2020 Q1	–	Sell	-422	Closed	-$1.79M	–	312
2019 Q4	$1.79M	Buy	+422	New	+$15.9K	0.14%	150

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

Summit Securities Group's BTI Position: Q1 2026 in Review

Summit Securities Group reduced its British American Tobacco (BTI) stake by 98% in Q1 2026, selling an estimated $1.23M and leaving 500 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Summit Securities Group first reported a position in BTI in Q2 2013 and has held it in 24 quarters since. The position peaked at $5.21M in Q3 2024. 866 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

Summit Securities Group held 500 shares of British American Tobacco worth $29.2K as of Q1 2026.
Summit Securities Group sold 20,800 British American Tobacco shares in Q1 2026, an estimated $1.23M.
British American Tobacco made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #465 holding.
Summit Securities Group first reported a position in British American Tobacco in Q2 2013 and has held it in 24 quarters since.
Summit Securities Group's British American Tobacco position peaked at $5.21M in Q3 2024.
866 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.