WhitTier Trust Company’s British American Tobacco BTI Stock Holding History

WhitTier Trust Company’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
2025 Q3	–	Sell	-16,524	Closed	-$782K	–	1312
2025 Q2	$782K	Buy	16,524 +5,814	+54%	+$257K	0.02%	338
2025 Q1	$443K	Buy	10,710 +3,780	+55%	+$149K	0.01%	406
2024 Q4	$252K	Buy	6,930 +2,799	+68%	+$101K	0.01%	472
2024 Q3	$151K	Buy	4,131 +927	+29%	+$33.1K	﹤0.01%	526
2024 Q2	$99.1K	Sell	3,204 -1,258	-28%	-$38.2K	﹤0.01%	565
2024 Q1	$136K	Buy	4,462 +576	+15%	+$17.3K	﹤0.01%	523
2023 Q4	$114K	Buy	3,886 +136	+4%	+$4.14K	﹤0.01%	546
2023 Q3	$118K	Sell	3,750 -121	-3%	-$3.99K	﹤0.01%	521
2023 Q2	$129K	Buy	3,871 +2,860	+283%	+$97.8K	﹤0.01%	529
2023 Q1	$35.5K	Buy	1,011 +10	+1%	+$377	﹤0.01%	733
2022 Q4	$40K	Buy	1,001 +1,000	+100,000%	+$39.3K	﹤0.01%	703
2022 Q3	$0	Hold	1	–	–	﹤0.01%	1100
2022 Q2	$0	Hold	1	–	–	﹤0.01%	1127
2022 Q1	$0	Hold	1	–	–	﹤0.01%	1104
2021 Q4	$0	Sell	1 -200	-100%	-$7.1K	﹤0.01%	1064
2021 Q3	$7K	Hold	201	–	–	﹤0.01%	964
2021 Q2	$8K	Hold	201	–	–	﹤0.01%	886
2021 Q1	$8K	Hold	201	–	–	﹤0.01%	871
2020 Q4	$8K	Sell	201 -1,825	-90%	-$65.3K	﹤0.01%	852
2020 Q3	$73K	Sell	2,026 -264	-12%	-$9.24K	﹤0.01%	545
2020 Q2	$89K	Sell	2,290 -225	-9%	-$8.62K	0.01%	498
2020 Q1	$86K	Sell	2,515 -300	-11%	-$12.2K	0.01%	475
2019 Q4	$119K	Sell	2,815 -673	-19%	-$25.4K	0.01%	457
2019 Q3	$128K	Sell	3,488 -75	-2%	-$2.74K	0.01%	437
2019 Q2	$124K	Sell	3,563 -737	-17%	-$27.9K	0.01%	441
2019 Q1	$179K	Sell	4,300 -2,939	-41%	-$107K	0.01%	398
2018 Q4	$230K	Sell	7,239 -72,190	-91%	-$2.81M	0.02%	363
2018 Q3	$3.7M	Buy	79,429 +29,624	+59%	+$1.5M	0.27%	97
2018 Q2	$2.51M	Buy	49,805 +18,745	+60%	+$987K	0.2%	120
2018 Q1	$1.79M	Buy	31,060 +1,545	+5%	+$97.2K	0.15%	141
2017 Q4	$1.98M	Buy	29,515 +6,654	+29%	+$434K	0.17%	130
2017 Q3	$1.43M	Buy	22,861 +21,768	+1,992%	+$1.4M	0.13%	154
2017 Q2	$75K	Buy	1,093 +401	+58%	+$27.9K	0.01%	476
2017 Q1	$46K	Hold	692	–	–	﹤0.01%	538
2016 Q4	$39K	Hold	692	–	–	﹤0.01%	576
2016 Q3	$44K	Sell	692 -158	-19%	-$10K	0.01%	542
2016 Q2	$55K	Hold	850	–	–	0.01%	507
2016 Q1	$50K	Hold	850	–	–	0.01%	519
2015 Q4	$47K	Hold	850	–	–	0.01%	525
2015 Q3	$47K	Hold	850	–	–	0.01%	522
2015 Q2	$46K	Hold	850	–	–	0.01%	552
2015 Q1	$44K	Hold	850	–	–	﹤0.01%	560
2014 Q4	$46K	Hold	850	–	–	0.01%	543
2014 Q3	$48K	Hold	850	–	–	0.01%	544
2014 Q2	$51K	Hold	850	–	–	0.01%	544
2014 Q1	$47K	Buy	850 +530	+166%	+$27.6K	0.01%	565
2013 Q4	$17K	Hold	320	–	–	﹤0.01%	714
2013 Q3	$17K	Hold	320	–	–	﹤0.01%	697
2013 Q2	$16K	Buy	+320	New	+$17.6K	﹤0.01%	687

Other funds holding BTI

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIP

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

WhitTier Trust Company's BTI Position: Q3 2025 in Review

WhitTier Trust Company sold out of British American Tobacco (BTI) in Q3 2025, closing a stake of 16,524 shares — an estimated $782K sold.

WhitTier Trust Company first reported a position in BTI in Q2 2013 and held it in 49 quarters. The position peaked at $3.7M in Q3 2018. 770 funds tracked by Wall St. Rank hold BTI as of Q3 2025.

WhitTier Trust Company reported no remaining British American Tobacco position as of Q3 2025 after selling out during the quarter.
WhitTier Trust Company sold 16,524 British American Tobacco shares in Q3 2025, an estimated $782K.
WhitTier Trust Company first reported a position in British American Tobacco in Q2 2013 and held it in 49 quarters.
WhitTier Trust Company's British American Tobacco position peaked at $3.7M in Q3 2018.
770 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2025.

Based on WhitTier Trust Company's 13F filing for Q3 2025, filed 31 Oct 2025.