Turtle Creek Wealth Advisors’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
$273K Sell
4,416
-159
-3% -$9.6K 0.01% 383
2026
Q1
$268K Sell
4,575
-870
-16% -$51.5K 0.02% 340
2025
Q4
$308K Buy
+5,445
New +$297K 0.02% 297

Other funds holding BTI

Turtle Creek Wealth Advisors's BTI Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its British American Tobacco (BTI) stake by 3.5% in Q2 2026, selling an estimated $9.6K and leaving 4,416 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #383.

Turtle Creek Wealth Advisors first reported a position in BTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $308K in Q4 2025. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Turtle Creek Wealth Advisors held 4,416 shares of British American Tobacco worth $273K as of Q2 2026.
  • Turtle Creek Wealth Advisors sold 159 British American Tobacco shares in Q2 2026, an estimated $9.6K.
  • British American Tobacco made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #383 holding.
  • Turtle Creek Wealth Advisors first reported a position in British American Tobacco in Q4 2025 and has held it in 3 quarters since.
  • Turtle Creek Wealth Advisors's British American Tobacco position peaked at $308K in Q4 2025.
  • 907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.