Todd Wealth Management’s British American Tobacco BTI Stock Holding History

Todd Wealth Management’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 Q3	$2.47M	Sell	45,434 -314	-0.7%	-$18.2K	1.89%	18
2026 Q2	$2.83M	Sell	45,748 -121	-0.3%	-$7.3K	2.14%	15
2026 Q1	$2.68M	Sell	45,869 -45	-0.1%	-$2.66K	2.44%	11
2025 Q4	$2.6M	Buy	+45,914	New	+$2.51M	2.35%	14

Other funds holding BTI

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Todd Wealth Management's BTI Position: Q3 2026 in Review

Todd Wealth Management reduced its British American Tobacco (BTI) stake by 0.69% in Q3 2026, selling an estimated $18.2K and leaving 45,434 shares worth $2.47M. The position accounts for 1.89% of the portfolio, ranked #18.

Todd Wealth Management first reported a position in BTI in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.83M in Q2 2026. 302 funds tracked by Wall St. Rank hold BTI as of Q3 2026.

Todd Wealth Management held 45,434 shares of British American Tobacco worth $2.47M as of Q3 2026.
Todd Wealth Management sold 314 British American Tobacco shares in Q3 2026, an estimated $18.2K.
British American Tobacco made up 1.89% of Todd Wealth Management's portfolio in Q3 2026, its #18 holding.
Todd Wealth Management first reported a position in British American Tobacco in Q4 2025 and has held it in 4 quarters since.
Todd Wealth Management's British American Tobacco position peaked at $2.83M in Q2 2026.
302 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.