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Wilkerson Advisory Group’s British American Tobacco BTI Stock Holding History

Wilkerson Advisory Group’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
Q1 		– Sell
-205
Closed -$11.6K – 626
2025
Q4 		$11.6K Buy
+205
New +$11.2K ﹤0.01% 312

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wilkerson Advisory Group's BTI Position: Q1 2026 in Review

Wilkerson Advisory Group sold out of British American Tobacco (BTI) in Q1 2026, closing a stake of 205 shares — an estimated $11.6K sold.

Wilkerson Advisory Group first reported a position in BTI in Q4 2025 and held it in 1 quarter. The position peaked at $11.6K in Q4 2025. 871 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

  • Wilkerson Advisory Group reported no remaining British American Tobacco position as of Q1 2026 after selling out during the quarter.
  • Wilkerson Advisory Group sold 205 British American Tobacco shares in Q1 2026, an estimated $11.6K.
  • Wilkerson Advisory Group first reported a position in British American Tobacco in Q4 2025 and held it in 1 quarter.
  • Wilkerson Advisory Group's British American Tobacco position peaked at $11.6K in Q4 2025.
  • 871 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on Wilkerson Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.