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Wealth Alliance’s British American Tobacco BTI Stock Holding History

Wealth Alliance’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 		$2.26M Sell
36,667
-292
-0.8% -$17.6K 0.19% 98
2026
Q1 		$2.16M Buy
36,959
+4,502
+14% +$266K 0.21% 94
2025
Q4 		$1.84M Buy
32,457
+465
+1% +$25.4K 0.18% 103
2025
Q3 		$1.7M Buy
31,992
+2,780
+10% +$151K 0.17% 107
2025
Q2 		$1.38M Buy
29,212
+23,262
+391% +$1.03M 0.15% 131
2025
Q1 		$246K Sell
5,950
-172
-3% -$6.76K 0.03% 442
2024
Q4 		$222K Sell
6,122
-16,657
-73% -$602K 0.03% 453
2024
Q3 		$833K Buy
22,779
+758
+3% +$27.1K 0.1% 189
2024
Q2 		$681K Sell
22,021
-735
-3% -$22.3K 0.09% 205
2024
Q1 		$694K Buy
22,756
+1,671
+8% +$50.3K 0.09% 211
2023
Q4 		$618K Sell
21,085
-3,739
-15% -$114K 0.09% 225
2023
Q3 		$780K Buy
24,824
+2,949
+13% +$97.2K 0.12% 172
2023
Q2 		$726K Sell
21,875
-16,889
-44% -$577K 0.11% 187
2023
Q1 		$1.36M Buy
38,764
+2,424
+7% +$91.4K 0.22% 99
2022
Q4 		$1.45M Buy
36,340
+2,374
+7% +$93.3K 0.26% 86
2022
Q3 		$1.21M Sell
33,966
-1,777
-5% -$71.2K 0.24% 93
2022
Q2 		$1.53M Sell
35,743
-6
-0% -$257 0.29% 73
2022
Q1 		$1.51M Sell
35,749
-214
-0.6% -$9.12K 0.31% 67
2021
Q4 		$1.35M Buy
35,963
+4,651
+15% +$165K 0.27% 81
2021
Q3 		$1.1M Buy
31,312
+192
+0.6% +$7.21K 0.25% 93
2021
Q2 		$1.22M Buy
31,120
+7,543
+32% +$295K 0.29% 78
2021
Q1 		$913K Buy
23,577
+1,606
+7% +$60.5K 0.26% 90
2020
Q4 		$824K Buy
21,971
+2,515
+13% +$90K 0.24% 106
2020
Q3 		$703K Buy
19,456
+4,713
+32% +$165K 0.25% 104
2020
Q2 		$572K Buy
14,743
+2,642
+22% +$101K 0.23% 116
2020
Q1 		$414K Buy
+12,101
New +$493K 0.22% 121

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Alliance's BTI Position: Q2 2026 in Review

Wealth Alliance reduced its British American Tobacco (BTI) stake by 0.79% in Q2 2026, selling an estimated $17.6K and leaving 36,667 shares worth $2.26M. The position accounts for 0.19% of the portfolio, ranked #98.

Wealth Alliance first reported a position in BTI in Q1 2020 and has held it in 26 quarters since. 908 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Wealth Alliance held 36,667 shares of British American Tobacco worth $2.26M as of Q2 2026.
  • Wealth Alliance sold 292 British American Tobacco shares in Q2 2026, an estimated $17.6K.
  • British American Tobacco made up 0.19% of Wealth Alliance's portfolio in Q2 2026, its #98 holding.
  • Wealth Alliance first reported a position in British American Tobacco in Q1 2020 and has held it in 26 quarters since.
  • 908 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.