Philip James Wealth Mangement, LLC
Position in BTI — British American Tobacco p.l.c.
CIK 2002630
MILTON, GA
Position in BTI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,875,820
-$762,420 QoQ
Shares Held
127,523
-13.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#139
of 903 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BTI Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Philip James Wealth Mangement, LLC holds $21,008,373 across 3 Tobacco names. BTI ranks #2 (37.5% of the industry book) .
All Filings in BTI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,875,820 | 127,523 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,638,240 | 147,738 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $9,003,316 | 159,013 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $8,503,575 | 160,203 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $7,861,654 | 166,103 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $6,924,014 | 167,368 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,023,417 | 165,843 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,084,241 | 166,327 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||