Obermeyer Wealth Partners

Position in BTI — British American Tobacco p.l.c.

CIK 1349654 ASPEN, CO

Position in BTI

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,573,336

+$95,566 QoQ

Shares Held

25,475

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#290

of 903 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Obermeyer Wealth Partners holds $2,532,441 across 3 Tobacco names. BTI ranks #1 (62.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTI	British American Tobacco p.l.c. This page	25,475	$1,573,336
2	PM	Philip Morris International Inc.	3,245	$587,052
3	MO	Altria Group, Inc.	5,171	$372,053

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,573,336	25,475	+0.8%	Shares	Sole	2026-07-29
2026-03-31	$1,477,770	25,274	0.0%	Shares	Sole	2026-04-21
2025-12-31	$1,431,013	25,274	-32.9%	Shares	Sole	2026-01-29
2025-09-30	$2,000,479	37,688	+0.5%	Shares	Sole	2025-10-27
2025-06-30	$1,774,875	37,500	-0.1%	Shares	Sole	2025-08-05
2025-03-31	$1,553,236	37,545	-1.6%	Shares	Sole	2025-05-06
2024-12-31	$1,386,080	38,163	+1.8%	Shares	Sole	2025-02-14
2024-09-30	$1,371,750	37,500	+50.0%	Shares	Sole	2024-11-05
2024-06-30	$773,250	25,000	0.0%	Shares	Sole	2024-08-01
2024-03-31	$762,500	25,000	—	Shares	Sole	2024-05-07
No filing history on record for this holder in this stock.