White Lighthouse Investment Management’s British American Tobacco BTI Stock Holding History

White Lighthouse Investment Management’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	$561K	Hold	9,084	–	–	0.07%	105
2026 Q1	$531K	Buy	9,084 +168	+2%	+$9.94K	0.07%	103
2025 Q4	$505K	Sell	8,916 -3,348	-27%	-$183K	0.07%	104
2025 Q3	$651K	Sell	12,264 -11,588	-49%	-$629K	0.1%	86
2025 Q2	$1.13M	Hold	23,852	–	–	0.18%	66
2025 Q1	$987K	Hold	23,852	–	–	0.18%	70
2024 Q4	$866K	Hold	23,852	–	–	0.15%	70
2024 Q3	$873K	Buy	+23,852	New	+$852K	0.16%	72
2020 Q4	–	Sell	-8,000	Closed	-$289K	–	114
2020 Q3	$289K	Hold	8,000	–	–	0.1%	94
2020 Q2	$311K	Hold	8,000	–	–	0.11%	93
2020 Q1	$274K	Hold	8,000	–	–	0.11%	99
2019 Q4	$340K	Hold	8,000	–	–	0.12%	101
2019 Q3	$295K	Hold	8,000	–	–	0.12%	105
2019 Q2	$279K	Buy	+8,000	New	+$303K	0.12%	105

Other funds holding BTI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

White Lighthouse Investment Management's BTI Position: Q2 2026 in Review

White Lighthouse Investment Management held its British American Tobacco (BTI) position steady in Q2 2026 at 9,084 shares worth $561K. The position accounts for 0.07% of the portfolio, ranked #105.

White Lighthouse Investment Management first reported a position in BTI in Q2 2019 and has held it in 14 quarters since. The position peaked at $1.13M in Q2 2025. 538 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

White Lighthouse Investment Management held 9,084 shares of British American Tobacco worth $561K as of Q2 2026.
White Lighthouse Investment Management left its British American Tobacco share count unchanged in Q2 2026.
British American Tobacco made up 0.07% of White Lighthouse Investment Management's portfolio in Q2 2026, its #105 holding.
White Lighthouse Investment Management first reported a position in British American Tobacco in Q2 2019 and has held it in 14 quarters since.
White Lighthouse Investment Management's British American Tobacco position peaked at $1.13M in Q2 2025.
538 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.