Wealthspire Advisors (New York)’s British American Tobacco BTI Stock Holding History

Wealthspire Advisors (New York)’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	$248K	Sell	4,243 -251	-6%	-$14.9K	﹤0.01%	790
2025 Q4	$254K	Buy	4,494 +3,267	+266%	+$178K	﹤0.01%	872
2025 Q3	$65.1K	Buy	+1,227	New	+$66.6K	﹤0.01%	1142
2021 Q2	–	Sell	-5,798	Closed	-$225K	–	413
2021 Q1	$225K	Buy	+5,798	New	+$218K	0.01%	637
2019 Q1	–	Sell	-746	Closed	-$24K	–	154
2018 Q4	$24K	Buy	+746	New	+$29K	﹤0.01%	299

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

Wealthspire Advisors (New York)'s BTI Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its British American Tobacco (BTI) stake by 5.6% in Q1 2026, selling an estimated $14.9K and leaving 4,243 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Wealthspire Advisors (New York) first reported a position in BTI in Q4 2018 and has held it in 5 quarters since. The position peaked at $254K in Q4 2025. 868 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

Wealthspire Advisors (New York) held 4,243 shares of British American Tobacco worth $248K as of Q1 2026.
Wealthspire Advisors (New York) sold 251 British American Tobacco shares in Q1 2026, an estimated $14.9K.
British American Tobacco made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #790 holding.
Wealthspire Advisors (New York) first reported a position in British American Tobacco in Q4 2018 and has held it in 5 quarters since.
Wealthspire Advisors (New York)'s British American Tobacco position peaked at $254K in Q4 2025.
868 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.