Keudell/Morrison Wealth Management

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

CIK 1785498 Salem, OR

Position in BTI

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$826,472

+$98,229 QoQ

Shares Held

13,382

+7.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#380

of 903 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Keudell/Morrison Wealth Management holds $6,543,386 across 3 Tobacco names. BTI ranks #3 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	18,824	$3,405,449
2	MO	Altria Group, Inc.	32,126	$2,311,465
3	BTI	British American Tobacco p.l.c. This page	13,382	$826,472

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$826,472	13,382	+7.4%	Shares	Sole	2026-07-15
2026-03-31	$728,243	12,455	+4.6%	Shares	Sole	2026-04-20
2025-12-31	$674,230	11,908	+8.4%	Shares	Sole	2026-02-06
2025-06-30	$519,730	10,981	+19.4%	Shares	Sole	2025-07-22
2024-09-30	$336,316	9,194	-4.0%	Shares	Sole	2024-10-31
2024-06-30	$296,340	9,581	-1.4%	Shares	Sole	2024-07-16
2024-03-31	$296,460	9,720	-10.7%	Shares	Sole	2024-05-07
2023-12-31	$318,763	10,883	-21.8%	Shares	Sole	2024-02-14
2023-09-30	$437,070	13,915	-1.9%	Shares	Sole	2023-10-18
2023-06-30	$470,875	14,183	-30.4%	Shares	Sole	2023-07-20
2023-03-31	$715,359	20,369	-5.7%	Shares	Sole	2023-04-18
2022-12-31	$863,807	21,606	+0.7%	Shares	Sole	2023-01-20
2022-09-30	$761,368	21,447	+8.7%	Shares	Sole	2022-10-12
2022-06-30	$847,000	19,739	+3.2%	Shares	Sole	2022-07-18
2022-03-31	$806,689	19,134	+5.9%	Shares	Sole	2022-04-18
2021-12-31	$675,699	18,062	+2.4%	Shares	Sole	2022-02-08
2021-09-30	$622,586	17,647	+18.7%	Shares	Sole	2021-12-08
2021-06-30	$584,303	14,864	+13.5%	Shares	Sole	2021-07-13
2021-03-31	$507,300	13,095	+9.5%	Shares	Sole	2021-04-13
2020-12-31	$448,342	11,959	-5.9%	Shares	Sole	2021-02-12
2020-09-30	$459,466	12,710	+14.6%	Shares	Sole	2020-10-20
2020-06-30	$430,358	11,086	+3.2%	Shares	Sole	2020-07-14
2020-03-31	$367,371	10,745	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.