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 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 $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors's BTI Position: Q1 2026 in Review

Waverly Advisors increased its British American Tobacco (BTI) stake by 7.6% in Q1 2026, buying an estimated $180K and bringing the position to 43,317 shares worth $2.53M. The position accounts for 0.02% of the portfolio, ranked #596.

Waverly Advisors first reported a position in BTI in Q3 2013 and has held it in 12 quarters since. 866 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

Waverly Advisors held 43,317 shares of British American Tobacco worth $2.53M as of Q1 2026.
Waverly Advisors bought 3,045 British American Tobacco shares in Q1 2026, an estimated $180K.
British American Tobacco made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #596 holding.
Waverly Advisors first reported a position in British American Tobacco in Q3 2013 and has held it in 12 quarters since.
866 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.