Icon Wealth Advisors, LLC

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

CIK 1963212 HOUSTON, TX

Position in BTI

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,736,135

+$844,059 QoQ

Shares Held

28,111

+84.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#280

of 905 holders

Holding Since

Sep 2022

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Icon Wealth Advisors, LLC holds $7,795,871 across 3 Tobacco names. BTI ranks #2 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	31,526	$5,703,368
2	BTI	British American Tobacco p.l.c. This page	28,111	$1,736,135
3	MO	Altria Group, Inc.	4,953	$356,368

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,736,135	28,111	+84.2%	Shares	Sole	2026-08-05
2026-03-31	$892,076	15,257	+552.3%	Shares	Sole	2026-05-12
2025-09-30	$124,154	2,339	-35.6%	Shares	Sole	2025-11-14
2024-03-31	$110,715	3,630	-21.9%	Shares	Sole	2024-05-15
2023-12-31	$136,052	4,645	-46.5%	Shares	Sole	2024-02-14
2022-12-31	$347,186	8,684	-7.0%	Shares	Sole	2023-02-14
2022-09-30	$331,570	9,340	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.