Waverly Advisors’s British American Tobacco BTI Stock Holding History

Waverly 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 Q2	$2.69M	Buy	43,594 +277	+0.6%	+$16.7K	0.02%	625
2026 Q1	$2.53M	Buy	43,317 +3,045	+8%	+$180K	0.02%	596
2025 Q4	$2.28M	Buy	40,272 +31,789	+375%	+$1.73M	0.02%	571
2025 Q3	$450K	Sell	8,483 -20	-0.2%	-$1.09K	﹤0.01%	886
2025 Q2	$402K	Buy	8,503 +3,108	+58%	+$138K	﹤0.01%	872
2025 Q1	$223K	Buy	+5,395	New	+$212K	﹤0.01%	1024
2015 Q4	–	Sell	-70	Closed	-$4K	–	167
2015 Q3	$4K	Hold	70	–	–	﹤0.01%	382
2015 Q2	$4K	Buy	+70	New	+$3.86K	﹤0.01%	314
2014 Q4	–	Sell	-494	Closed	-$28K	–	458
2014 Q3	$28K	Hold	494	–	–	0.02%	291
2014 Q2	$29K	Hold	494	–	–	0.01%	288
2014 Q1	$28K	Sell	494 -52	-10%	-$2.7K	0.01%	282
2013 Q4	$29K	Buy	546 +476	+680%	+$25.3K	0.01%	401
2013 Q3	$4K	Buy	+70	New	+$3.7K	﹤0.01%	501

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

Waverly Advisors's BTI Position: Q2 2026 in Review

Waverly Advisors increased its British American Tobacco (BTI) stake by 0.64% in Q2 2026, buying an estimated $16.7K and bringing the position to 43,594 shares worth $2.69M. The position accounts for 0.02% of the portfolio, ranked #625.

Waverly Advisors first reported a position in BTI in Q3 2013 and has held it in 13 quarters since. 910 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Waverly Advisors held 43,594 shares of British American Tobacco worth $2.69M as of Q2 2026.
Waverly Advisors bought 277 British American Tobacco shares in Q2 2026, an estimated $16.7K.
British American Tobacco made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #625 holding.
Waverly Advisors first reported a position in British American Tobacco in Q3 2013 and has held it in 13 quarters since.
910 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.