TD Private Client Wealth’s British American Tobacco BTI Stock Holding History

TD Private Client Wealth’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	$8.22M	Sell	133,095 -398	-0.3%	-$24K	0.15%	92
2026 Q1	$7.81M	Buy	133,493 +19,933	+18%	+$1.18M	0.16%	87
2025 Q4	$6.43M	Sell	113,560 -5,872	-5%	-$320K	0.14%	99
2025 Q3	$6.34M	Buy	119,432 +13,613	+13%	+$739K	0.14%	99
2025 Q2	$5.01M	Buy	105,819 +65,631	+163%	+$2.91M	0.12%	122
2025 Q1	$1.66M	Sell	40,188 -3,729	-8%	-$147K	0.05%	259
2024 Q4	$1.6M	Sell	43,917 -50,550	-54%	-$1.83M	0.04%	265
2024 Q3	$3.46M	Buy	94,467 +1,386	+1%	+$49.5K	0.1%	159
2024 Q2	$2.88M	Buy	93,081 +4,019	+5%	+$122K	0.09%	166
2024 Q1	$2.72M	Sell	89,062 -9,789	-10%	-$295K	0.09%	183
2023 Q4	$2.9M	Sell	98,851 -23,687	-19%	-$721K	0.1%	164
2023 Q3	$3.85M	Sell	122,538 -999	-0.8%	-$32.9K	0.17%	125
2023 Q2	$4.1M	Sell	123,537 -83,075	-40%	-$2.84M	0.18%	126
2023 Q1	$7.26M	Buy	206,612 +18,184	+10%	+$686K	0.33%	58
2022 Q4	$7.53M	Buy	188,428 +6,067	+3%	+$238K	0.36%	52
2022 Q3	$6.47M	Sell	182,361 -766	-0.4%	-$30.7K	0.33%	56
2022 Q2	$7.86M	Sell	183,127 -3,807	-2%	-$163K	0.38%	49
2022 Q1	$7.88M	Buy	186,934 +7,888	+4%	+$336K	0.34%	62
2021 Q4	$6.7M	Buy	179,046 +354	+0.2%	+$12.6K	0.28%	73
2021 Q3	$6.3M	Buy	178,692 +15,258	+9%	+$573K	0.27%	84
2021 Q2	$6.42M	Buy	163,434 +34,160	+26%	+$1.34M	0.27%	82
2021 Q1	$5.01M	Sell	129,274 -3,424	-3%	-$129K	0.23%	102
2020 Q4	$4.97M	Sell	132,698 -26,681	-17%	-$955K	0.25%	90
2020 Q3	$5.76M	Buy	159,379 +15,093	+10%	+$528K	0.32%	69
2020 Q2	$5.6M	Buy	144,286 +10,614	+8%	+$407K	0.33%	67
2020 Q1	$4.57M	Buy	133,672 +36,448	+37%	+$1.49M	0.33%	71
2019 Q4	$4.13M	Buy	+97,224	New	+$3.66M	0.25%	97

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

TD Private Client Wealth's BTI Position: Q2 2026 in Review

TD Private Client Wealth reduced its British American Tobacco (BTI) stake by 0.3% in Q2 2026, selling an estimated $24K and leaving 133,095 shares worth $8.22M. The position accounts for 0.15% of the portfolio, ranked #92.

TD Private Client Wealth first reported a position in BTI in Q4 2019 and has held it in 27 quarters since. 906 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

TD Private Client Wealth held 133,095 shares of British American Tobacco worth $8.22M as of Q2 2026.
TD Private Client Wealth sold 398 British American Tobacco shares in Q2 2026, an estimated $24K.
British American Tobacco made up 0.15% of TD Private Client Wealth's portfolio in Q2 2026, its #92 holding.
TD Private Client Wealth first reported a position in British American Tobacco in Q4 2019 and has held it in 27 quarters since.
906 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.