Viking Fund Management’s British American Tobacco BTI Stock Holding History

Viking Fund 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 Q2	$14.2M	Buy	230,000 +20,000	+10%	+$1.21M	1.27%	25
2026 Q1	$12.3M	Buy	210,000 +20,000	+11%	+$1.18M	1.26%	23
2025 Q4	$10.8M	Buy	190,000 +2,000	+1%	+$109K	1.25%	25
2025 Q3	$9.98M	Buy	188,000 +30,500	+19%	+$1.66M	1.21%	25
2025 Q2	$7.45M	Hold	157,500	–	–	1.02%	31
2025 Q1	$6.52M	Hold	157,500	–	–	0.94%	42
2024 Q4	$5.72M	Hold	157,500	–	–	0.89%	45
2024 Q3	$5.76M	Sell	157,500 -23,000	-13%	-$822K	0.94%	42
2024 Q2	$5.58M	Buy	180,500 +1,000	+0.6%	+$30.4K	1%	37
2024 Q1	$5.47M	Buy	179,500 +2,700	+2%	+$81.3K	0.99%	34
2023 Q4	$5.18M	Buy	176,800 +16,000	+10%	+$487K	1.01%	34
2023 Q3	$5.05M	Buy	160,800 +300	+0.2%	+$9.89K	1.02%	38
2023 Q2	$5.33M	Buy	160,500 +500	+0.3%	+$17.1K	1.01%	38
2023 Q1	$5.62M	Buy	160,000 +35,000	+28%	+$1.32M	1.08%	32
2022 Q4	$5M	Buy	125,000 +10,000	+9%	+$393K	0.99%	37
2022 Q3	$4.08M	Buy	115,000 +50,000	+77%	+$2M	0.96%	37
2022 Q2	$2.79M	Buy	65,000 +5,000	+8%	+$215K	0.65%	52
2022 Q1	$2.53M	Buy	60,000 +7,000	+13%	+$298K	0.58%	58
2021 Q4	$1.98M	Hold	53,000	–	–	0.52%	76
2021 Q3	$1.87M	Buy	53,000 +9,000	+20%	+$338K	0.54%	68
2021 Q2	$1.73M	Hold	44,000	–	–	0.49%	77
2021 Q1	$1.71M	Sell	44,000 -12,000	-21%	-$452K	0.51%	74
2020 Q4	$2.1M	Hold	56,000	–	–	0.68%	54
2020 Q3	$2.02M	Buy	+56,000	New	+$1.96M	0.75%	51

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

Viking Fund Management's BTI Position: Q2 2026 in Review

Viking Fund Management increased its British American Tobacco (BTI) stake by 9.5% in Q2 2026, buying an estimated $1.21M and bringing the position to 230,000 shares worth $14.2M. The position accounts for 1.27% of the portfolio, ranked #25.

Viking Fund Management first reported a position in BTI in Q3 2020 and has held it in 24 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Viking Fund Management held 230,000 shares of British American Tobacco worth $14.2M as of Q2 2026.
Viking Fund Management bought 20,000 British American Tobacco shares in Q2 2026, an estimated $1.21M.
British American Tobacco made up 1.27% of Viking Fund Management's portfolio in Q2 2026, its #25 holding.
Viking Fund Management first reported a position in British American Tobacco in Q3 2020 and has held it in 24 quarters since.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Viking Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.