Walled Lake Planning & Wealth Management’s British American Tobacco BTI Stock Holding History

Walled Lake Planning & 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 Q2	$273K	Hold	4,420	–	–	0.07%	118
2026 Q1	$258K	Hold	4,420	–	–	0.08%	113
2025 Q4	$250K	Hold	4,420	–	–	0.08%	116
2025 Q3	$235K	Hold	4,420	–	–	0.08%	125
2025 Q2	$209K	Buy	+4,420	New	+$196K	0.07%	130

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

Walled Lake Planning & Wealth Management's BTI Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management held its British American Tobacco (BTI) position steady in Q2 2026 at 4,420 shares worth $273K. The position accounts for 0.07% of the portfolio, ranked #118.

Walled Lake Planning & Wealth Management first reported a position in BTI in Q2 2025 and has held it in 5 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Walled Lake Planning & Wealth Management held 4,420 shares of British American Tobacco worth $273K as of Q2 2026.
Walled Lake Planning & Wealth Management left its British American Tobacco share count unchanged in Q2 2026.
British American Tobacco made up 0.07% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #118 holding.
Walled Lake Planning & Wealth Management first reported a position in British American Tobacco in Q2 2025 and has held it in 5 quarters since.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.