West Family Investments’s British American Tobacco BTI Stock Holding History

West Family Investments’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	$369K	Sell	6,318 -3,438	-35%	-$203K	0.13%	149
2025 Q4	$552K	Hold	9,756	–	–	0.13%	154
2025 Q3	$518K	Buy	9,756 +76	+0.8%	+$4.13K	0.12%	167
2025 Q2	$458K	Buy	9,680 +3,362	+53%	+$149K	0.12%	176
2025 Q1	$261K	Sell	6,318 -2,200	-26%	-$86.5K	0.1%	192
2024 Q4	$309K	Buy	8,518 +2,124	+33%	+$76.7K	0.11%	186
2024 Q3	$234K	Buy	+6,394	New	+$229K	0.08%	247
2023 Q4	–	Sell	-7,400	Closed	-$232K	–	246
2023 Q3	$232K	Buy	+7,400	New	+$244K	0.08%	189
2023 Q1	–	Sell	-6,934	Closed	-$277K	–	222
2022 Q4	$277K	Buy	6,934 +105	+2%	+$4.13K	0.09%	177
2022 Q3	$242K	Sell	6,829 -89	-1%	-$3.57K	0.1%	178
2022 Q2	$297K	Hold	6,918	–	–	0.12%	157
2022 Q1	$292K	Buy	6,918 +89	+1%	+$3.79K	0.08%	197
2021 Q4	$255K	Buy	+6,829	New	+$242K	0.07%	241
2021 Q3	–	Sell	-9,755	Closed	-$383K	–	342
2021 Q2	$383K	Buy	+9,755	New	+$382K	0.1%	179

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

West Family Investments's BTI Position: Q1 2026 in Review

West Family Investments reduced its British American Tobacco (BTI) stake by 35% in Q1 2026, selling an estimated $203K and leaving 6,318 shares worth $369K. The position accounts for 0.13% of the portfolio, ranked #149.

West Family Investments first reported a position in BTI in Q2 2021 and has held it in 14 quarters since. The position peaked at $552K in Q4 2025. 866 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

West Family Investments held 6,318 shares of British American Tobacco worth $369K as of Q1 2026.
West Family Investments sold 3,438 British American Tobacco shares in Q1 2026, an estimated $203K.
British American Tobacco made up 0.13% of West Family Investments's portfolio in Q1 2026, its #149 holding.
West Family Investments first reported a position in British American Tobacco in Q2 2021 and has held it in 14 quarters since.
West Family Investments's British American Tobacco position peaked at $552K in Q4 2025.
866 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.