Thomas W. Smith’s British American Tobacco BTI Stock Holding History

Thomas W. Smith’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	$11.2M	Sell	181,000 -216,500	-54%	-$13.1M	9.93%	5
2026 Q1	$23.2M	Hold	397,500	–	–	22.97%	2
2025 Q4	$22.5M	Buy	+397,500	New	+$21.7M	20.81%	3

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

Thomas W. Smith's BTI Position: Q2 2026 in Review

Thomas W. Smith reduced its British American Tobacco (BTI) stake by 54% in Q2 2026, selling an estimated $13.1M and leaving 181,000 shares worth $11.2M. The position accounts for 9.93% of the portfolio, ranked #5.

Thomas W. Smith first reported a position in BTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.2M in Q1 2026. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Thomas W. Smith held 181,000 shares of British American Tobacco worth $11.2M as of Q2 2026.
Thomas W. Smith sold 216,500 British American Tobacco shares in Q2 2026, an estimated $13.1M.
British American Tobacco made up 9.93% of Thomas W. Smith's portfolio in Q2 2026, its #5 holding.
Thomas W. Smith first reported a position in British American Tobacco in Q4 2025 and has held it in 3 quarters since.
Thomas W. Smith's British American Tobacco position peaked at $23.2M in Q1 2026.
904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Thomas W. Smith's 13F filing for Q2 2026, filed 14 Aug 2026.