Western Wealth Management’s British American Tobacco BTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$522K Sell
8,448
-226
-3% -$13.6K 0.02% 661
2026
Q1
$507K Sell
8,674
-74
-0.8% -$4.38K 0.02% 638
2025
Q4
$495K Buy
8,748
+17
+0.2% +$928 0.02% 520
2025
Q3
$463K Buy
8,731
+75
+0.9% +$4.07K 0.02% 462
2025
Q2
$410K Buy
8,656
+208
+2% +$9.21K 0.02% 472
2025
Q1
$349K Buy
8,448
+1
+0% +$39 0.02% 484
2024
Q4
$307K Hold
8,447
0.02% 603
2024
Q3
$309K Sell
8,447
-168
-2% -$6K 0.02% 588
2024
Q2
$266K Sell
8,615
-56
-0.6% -$1.7K 0.02% 533
2024
Q1
$264K Buy
8,671
+206
+2% +$6.2K 0.02% 542
2023
Q4
$248K Buy
8,465
+45
+0.5% +$1.37K 0.02% 603
2023
Q3
$264K Buy
8,420
+39
+0.5% +$1.29K 0.02% 543
2023
Q2
$278K Buy
8,381
+273
+3% +$9.33K 0.02% 521
2023
Q1
$285K Buy
+8,108
New +$306K 0.03% 511
2022
Q4
Sell
-13,839
Closed -$492K 627
2022
Q3
$492K Buy
13,839
+3
+0% +$120 0.03% 488
2022
Q2
$595K Sell
13,836
-1,008
-7% -$43.3K 0.03% 427
2022
Q1
$626K Buy
14,844
+8,386
+130% +$357K 0.03% 467
2021
Q4
$241K Buy
+6,458
New +$229K 0.02% 531
2021
Q2
$292K Buy
+7,470
New +$293K 0.03% 501
2020
Q3
Sell
-5,208
Closed -$202K 452
2020
Q2
$202K Buy
+5,208
New +$200K 0.04% 393

Other funds holding BTI

Western Wealth Management's BTI Position: Q2 2026 in Review

Western Wealth Management reduced its British American Tobacco (BTI) stake by 2.6% in Q2 2026, selling an estimated $13.6K and leaving 8,448 shares worth $522K. The position accounts for 0.02% of the portfolio, ranked #661.

Western Wealth Management first reported a position in BTI in Q2 2020 and has held it in 20 quarters since. The position peaked at $626K in Q1 2022. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Western Wealth Management held 8,448 shares of British American Tobacco worth $522K as of Q2 2026.
  • Western Wealth Management sold 226 British American Tobacco shares in Q2 2026, an estimated $13.6K.
  • British American Tobacco made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #661 holding.
  • Western Wealth Management first reported a position in British American Tobacco in Q2 2020 and has held it in 20 quarters since.
  • Western Wealth Management's British American Tobacco position peaked at $626K in Q1 2022.
  • 904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.