Whipplewood Advisors’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
$25.5K Sell
413
-1,073
-72% -$64.8K 0.02% 177
2026
Q1
$86.9K Buy
1,486
+1,383
+1,343% +$81.8K 0.05% 207
2025
Q4
$5.83K Buy
+103
New +$5.62K ﹤0.01% 297
2025
Q3
Sell
-2,660
Closed -$126K 413
2025
Q2
$126K Buy
2,660
+165
+7% +$7.31K 0.07% 212
2025
Q1
$110K Sell
2,495
-208
-8% -$8.18K 0.07% 212
2024
Q4
$98.2K Buy
+2,703
New +$97.6K 0.06% 232

Other funds holding BTI

Whipplewood Advisors's BTI Position: Q2 2026 in Review

Whipplewood Advisors reduced its British American Tobacco (BTI) stake by 72% in Q2 2026, selling an estimated $64.8K and leaving 413 shares worth $25.5K. The position accounts for 0.02% of the portfolio, ranked #177.

Whipplewood Advisors first reported a position in BTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $126K in Q2 2025. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Whipplewood Advisors held 413 shares of British American Tobacco worth $25.5K as of Q2 2026.
  • Whipplewood Advisors sold 1,073 British American Tobacco shares in Q2 2026, an estimated $64.8K.
  • British American Tobacco made up 0.02% of Whipplewood Advisors's portfolio in Q2 2026, its #177 holding.
  • Whipplewood Advisors first reported a position in British American Tobacco in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's British American Tobacco position peaked at $126K in Q2 2025.
  • 904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.