U.S. Capital Wealth Advisors’s British American Tobacco BTI Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	$16.8M	Sell	287,970 -645	-0.2%	-$38.2K	0.42%	51
2025 Q4	$16.3M	Buy	288,615 +3,676	+1%	+$201K	0.43%	51
2025 Q3	$15.1M	Sell	284,939 -9,030	-3%	-$490K	0.41%	55
2025 Q2	$13.9M	Sell	293,969 -7,645	-3%	-$339K	0.41%	55
2025 Q1	$12.5M	Sell	301,614 -9,114	-3%	-$358K	0.38%	60
2024 Q4	$11.3M	Sell	310,728 -7,781	-2%	-$281K	0.35%	59
2024 Q3	$11.7M	Buy	318,509 +4,368	+1%	+$156K	0.41%	57
2024 Q2	$9.72M	Buy	314,141 +21,269	+7%	+$646K	0.37%	62
2024 Q1	$8.93M	Buy	292,872 +27,281	+10%	+$821K	0.34%	66
2023 Q4	$7.78M	Sell	265,591 -22,707	-8%	-$691K	0.31%	73
2023 Q3	$9.06M	Buy	288,298 +28,379	+11%	+$936K	0.41%	53
2023 Q2	$8.63M	Buy	259,919 +48,656	+23%	+$1.66M	0.41%	57
2023 Q1	$7.42M	Buy	211,263 +11,591	+6%	+$437K	0.34%	67
2022 Q4	$7.98M	Sell	199,672 -957	-0.5%	-$37.6K	0.37%	52
2022 Q3	$7.12M	Buy	200,629 +8,581	+4%	+$344K	0.36%	54
2022 Q2	$8.24M	Buy	192,048 +6,416	+3%	+$275K	0.36%	59
2022 Q1	$7.83M	Buy	185,632 +20,786	+13%	+$886K	0.29%	73
2021 Q4	$6.17M	Sell	164,846 -5,352	-3%	-$190K	0.24%	94
2021 Q3	$6M	Buy	+170,198	New	+$6.39M	0.26%	92

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

U.S. Capital Wealth Advisors's BTI Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its British American Tobacco (BTI) stake by 0.22% in Q1 2026, selling an estimated $38.2K and leaving 287,970 shares worth $16.8M. The position accounts for 0.42% of the portfolio, ranked #51.

U.S. Capital Wealth Advisors first reported a position in BTI in Q3 2021 and has held it in 19 quarters since. 869 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

U.S. Capital Wealth Advisors held 287,970 shares of British American Tobacco worth $16.8M as of Q1 2026.
U.S. Capital Wealth Advisors sold 645 British American Tobacco shares in Q1 2026, an estimated $38.2K.
British American Tobacco made up 0.42% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #51 holding.
U.S. Capital Wealth Advisors first reported a position in British American Tobacco in Q3 2021 and has held it in 19 quarters since.
869 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.