NewEdge Wealth, LLC

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

CIK 1861796 STAMFORD, CT

Position in BTI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$4,991,566

+$822,948 QoQ

Shares Held

80,822

+13.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#167

of 903 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Consumer Defensive · as of Jun 30, 2026

NewEdge Wealth, LLC holds $20,250,722 across 3 Tobacco names. BTI ranks #2 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	60,585	$10,960,432
2	BTI	British American Tobacco p.l.c. This page	80,822	$4,991,566
3	MO	Altria Group, Inc.	59,746	$4,298,724

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,991,566	80,822	+13.4%	Shares	Sole	2026-08-10
2026-03-31	$4,168,618	71,295	+21.5%	Shares	Sole	2026-05-13
2025-12-31	$3,323,367	58,696	+0.3%	Shares	Sole	2026-02-03
2025-09-30	$3,105,657	58,509	+3.1%	Shares	Sole	2025-11-07
2025-06-30	$2,685,740	56,745	+0.3%	Shares	Sole	2025-08-11
2025-03-31	$2,340,549	56,576	+37.3%	Shares	Sole	2025-05-09
2024-12-31	$1,496,747	41,210	+56.2%	Shares	Sole	2025-02-05
2024-09-30	$965,236	26,387	+61.5%	Shares	Sole	2024-11-12
2024-06-30	$505,303	16,337	+4.2%	Shares	Sole	2024-08-02
2024-03-31	$477,996	15,672	-46.6%	Shares	Sole	2024-05-06
2023-12-31	$859,983	29,361	+6.6%	Shares	Sole	2024-01-29
2023-09-30	$865,502	27,555	+0.7%	Shares	Sole	2023-11-08
2023-06-30	$908,186	27,355	-5.5%	Shares	Sole	2023-08-09
2023-03-31	$1,017,110	28,961	-2.4%	Shares	Sole	2023-05-08
2022-12-31	$1,186,006	29,665	+24.3%	Shares	Sole	2023-02-14
2022-09-30	$847,172	23,864	-65.0%	Shares	Sole	2022-11-14
2022-06-30	$2,921,698	68,089	+934.6%	Shares	Sole	2022-08-09
2022-03-31	$277,454	6,581	-6.0%	Shares	Sole	2022-05-10
2021-09-30	$246,924	6,999	+15.9%	Shares	Sole	2021-11-12
2021-06-30	$237,432	6,040	—	Shares	Sole	2021-08-11
No filing history on record for this holder in this stock.