Synergy Investment Management’s British American Tobacco BTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$133K Buy
2,153
+147
+7% +$8.87K 0.03% 220
2026
Q1
$117K Buy
+2,006
New +$119K 0.04% 181

Other funds holding BTI

Synergy Investment Management's BTI Position: Q2 2026 in Review

Synergy Investment Management increased its British American Tobacco (BTI) stake by 7.3% in Q2 2026, buying an estimated $8.87K and bringing the position to 2,153 shares worth $133K. The position accounts for 0.03% of the portfolio, ranked #220.

Synergy Investment Management first reported a position in BTI in Q1 2026 and has held it in 2 quarters since. 912 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Synergy Investment Management held 2,153 shares of British American Tobacco worth $133K as of Q2 2026.
  • Synergy Investment Management bought 147 British American Tobacco shares in Q2 2026, an estimated $8.87K.
  • British American Tobacco made up 0.03% of Synergy Investment Management's portfolio in Q2 2026, its #220 holding.
  • Synergy Investment Management first reported a position in British American Tobacco in Q1 2026 and has held it in 2 quarters since.
  • 912 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.