WT
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Whittier Trust’s British American Tobacco BTI Stock Holding History

Whittier Trust’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
-27,760
Closed -$1.31M – 1427
2025
Q2 		$1.31M Buy
27,760
+3,069
+12% +$136K 0.02% 345
2025
Q1 		$1.02M Sell
24,691
-29
-0.1% -$1.14K 0.01% 377
2024
Q4 		$898K Buy
24,720
+8,657
+54% +$313K 0.01% 400
2024
Q3 		$587K Buy
16,063
+1,136
+8% +$40.6K 0.01% 471
2024
Q2 		$462K Buy
14,927
+1,125
+8% +$34.2K 0.01% 498
2024
Q1 		$421K Buy
13,802
+1,824
+15% +$54.9K 0.01% 520
2023
Q4 		$351K Buy
11,978
+840
+8% +$25.6K 0.01% 544
2023
Q3 		$350K Sell
11,138
-2,674
-19% -$88.2K 0.01% 532
2023
Q2 		$459K Sell
13,812
-9,136
-40% -$312K 0.01% 474
2023
Q1 		$806K Buy
22,948
+2,449
+12% +$92.3K 0.01% 388
2022
Q4 		$819K Buy
20,499
+1,997
+11% +$78.5K 0.02% 386
2022
Q3 		$657K Buy
18,502
+1,989
+12% +$79.7K 0.01% 409
2022
Q2 		$708K Sell
16,513
-19
-0.1% -$815 0.01% 405
2022
Q1 		$697K Buy
16,532
+4,063
+33% +$173K 0.01% 434
2021
Q4 		$466K Buy
12,469
+11,004
+751% +$391K 0.01% 495
2021
Q3 		$52K Sell
1,465
-185
-11% -$6.95K ﹤0.01% 922
2021
Q2 		$65K Sell
1,650
-30
-2% -$1.18K ﹤0.01% 889
2021
Q1 		$65K Sell
1,680
-1,780
-51% -$67K ﹤0.01% 869
2020
Q4 		$130K Buy
3,460
+1,580
+84% +$56.6K ﹤0.01% 664
2020
Q3 		$68K Sell
1,880
-11
-0.6% -$385 ﹤0.01% 772
2020
Q2 		$74K Sell
1,891
-7,942
-81% -$304K ﹤0.01% 727
2020
Q1 		$336K Buy
9,833
+1,399
+17% +$57K 0.01% 430
2019
Q4 		$358K Sell
8,434
-6,794
-45% -$256K 0.01% 446
2019
Q3 		$562K Buy
15,228
+1,527
+11% +$55.9K 0.02% 380
2019
Q2 		$477K Sell
13,701
-3,145
-19% -$119K 0.01% 399
2019
Q1 		$703K Sell
16,846
-33,742
-67% -$1.23M 0.02% 338
2018
Q4 		$1.61M Sell
50,588
-156,766
-76% -$6.1M 0.06% 239
2018
Q3 		$9.67M Buy
207,354
+1,397
+0.7% +$71K 0.3% 95
2018
Q2 		$10.4M Buy
205,957
+41,505
+25% +$2.19M 0.34% 82
2018
Q1 		$9.49M Buy
164,452
+5,161
+3% +$325K 0.32% 96
2017
Q4 		$10.7M Buy
159,291
+49,651
+45% +$3.24M 0.37% 81
2017
Q3 		$6.85M Buy
109,640
+109,000
+17,031% +$7.03M 0.25% 111
2017
Q2 		$44K Buy
640
+46
+8% +$3.2K ﹤0.01% 731
2017
Q1 		$39K Buy
594
+194
+49% +$12K ﹤0.01% 755
2016
Q4 		$23K Hold
400
– – ﹤0.01% 857
2016
Q3 		$26K Sell
400
-100
-20% -$6.34K ﹤0.01% 824
2016
Q2 		$32K Hold
500
– – ﹤0.01% 795
2016
Q1 		$29K Hold
500
– – ﹤0.01% 806
2015
Q4 		$28K Hold
500
– – ﹤0.01% 814
2015
Q3 		$28K Hold
500
– – ﹤0.01% 807
2015
Q2 		$27K Hold
500
– – ﹤0.01% 850
2015
Q1 		$26K Buy
500
+298
+148% +$16.5K ﹤0.01% 827
2014
Q4 		$11K Hold
202
– – ﹤0.01% 863
2014
Q3 		$11K Hold
202
– – ﹤0.01% 845
2014
Q2 		$12K Hold
202
– – ﹤0.01% 836
2014
Q1 		$11K Hold
202
– – ﹤0.01% 871
2013
Q4 		$11K Hold
202
– – ﹤0.01% 881
2013
Q3 		$11K Hold
202
– – ﹤0.01% 879
2013
Q2 		$10K Buy
+202
New +$11.1K ﹤0.01% 883

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM

Whittier Trust's BTI Position: Q3 2025 in Review

Whittier Trust sold out of British American Tobacco (BTI) in Q3 2025, closing a stake of 27,760 shares — an estimated $1.31M sold.

Whittier Trust first reported a position in BTI in Q2 2013 and held it in 49 quarters. The position peaked at $10.7M in Q4 2017. 769 funds tracked by Wall St. Rank hold BTI as of Q3 2025.

  • Whittier Trust reported no remaining British American Tobacco position as of Q3 2025 after selling out during the quarter.
  • Whittier Trust sold 27,760 British American Tobacco shares in Q3 2025, an estimated $1.31M.
  • Whittier Trust first reported a position in British American Tobacco in Q2 2013 and held it in 49 quarters.
  • Whittier Trust's British American Tobacco position peaked at $10.7M in Q4 2017.
  • 769 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2025.

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