BTI — BRITISH AMERICAN TOBACCO PLC S

Ownership history in Altrius Capital Management Inc  ·  15 quarters on record

AI Ownership Summary

Altrius Capital Management Inc reported BRITISH AMERICAN TOBACCO PLC S (BTI) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.32% in 2025 Q1. The latest visible filing shows BTI at 2.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Altrius Capital Management Inc's position in BRITISH AMERICAN TOBACCO PLC S, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BTI was reported at 2.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.32% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BTI stock page Altrius Capital Management Inc fund profile Altrius Capital Management Inc full holdings
How Altrius Capital Management Inc held BTI — position size vs. price
% of Fund (quarterly)    BTI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 166,742 +6,263 +3.9% 2.00% $9.4M 2026-02-14 (Est.) $58.65
2025 Q3 REDUCED 160,479 -36,830 -18.7% 1.94% $8.5M 2025-11-05 $52.41
2025 Q2 REDUCED 197,309 -32,948 -14.3% 2.18% $9.3M 2025-08-06 $54.08
2025 Q1 REDUCED 230,257 -2,056 -0.9% 2.32% $9.5M 2025-04-22 $40.40
2024 Q4 REDUCED 232,313 -3,378 -1.4% 2.27% $8.4M 2025-02-05 $38.09
2024 Q3 REDUCED 235,691 -7,985 -3.3% 2.16% $8.6M 2024-11-06 $32.36
2024 Q2 ADDED 243,676 +7,120 +3.0% 1.98% $7.5M 2024-08-12 $31.93
2024 Q1 ADDED 236,556 +26,745 +12.7% 1.82% $7.2M 2024-05-13 $26.88
2023 Q4 ADDED 209,811 +21,817 +11.6% 1.71% $6.1M 2024-02-05 $25.21
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BTI

As of 2026 Q1 — sorted by position size

Keystone Financial Planning, Inc. 3Y 7Y 2.61% BUTENSKY & COHEN FINANCIAL SECURITY, INC 3Y 7Y 1.8% VIKING FUND MANAGEMENT LLC 3Y 7Y 1.26% Wealth Science Advisors LLC 1.24% First Bank & Trust 3Y 7Y 0.69% PCB Capital LLC 0.64% Value Investment Professionals, LLC 0.54% Arlington Partners LLC 3Y 7Y 0.47% Bank & Trust Co 0.43% U.S. Capital Wealth Advisors, LLC 3Y 0.42%

FAQ About Altrius Capital Management Inc and BTI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Altrius Capital Management Inc reported owning BTI?

Altrius Capital Management Inc reported BTI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BTI position in Altrius Capital Management Inc's portfolio?

The largest reported portfolio weight for BTI was 2.32% in 2025 Q1.

What is the latest reported BTI position on this page?

The most recent filing on this page is 2025 Q4, when Altrius Capital Management Inc reported 166,742 shares, equal to 2.00% of portfolio, with an estimated market value of $9.4M.

What does the chart on this BTI ownership page compare?

The chart compares Altrius Capital Management Inc's quarterly BTI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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