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Wellington-Altus USA’s British American Tobacco BTI Stock Holding History

Wellington-Altus USA’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 		$44.9K Hold
768
– – 0.03% 322
2026
Q1 		$47.4K Sell
768
-63
-8% -$3.73K 0.03% 349
2025
Q4 		$47.1K Buy
+831
New +$45.3K 0.03% 307

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

Wellington-Altus USA's BTI Position: Q2 2026 in Review

Wellington-Altus USA held its British American Tobacco (BTI) position steady in Q2 2026 at 768 shares worth $44.9K. The position accounts for 0.03% of the portfolio, ranked #322.

Wellington-Altus USA first reported a position in BTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $47.4K in Q1 2026. 909 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Wellington-Altus USA held 768 shares of British American Tobacco worth $44.9K as of Q2 2026.
  • Wellington-Altus USA left its British American Tobacco share count unchanged in Q2 2026.
  • British American Tobacco made up 0.03% of Wellington-Altus USA's portfolio in Q2 2026, its #322 holding.
  • Wellington-Altus USA first reported a position in British American Tobacco in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's British American Tobacco position peaked at $47.4K in Q1 2026.
  • 909 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.