HHM Wealth Advisors’s British American Tobacco BTI Stock Holding History

HHM Wealth Advisors’s Portfolio BTI Stock Details BTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$132K	Hold	2,139	–	–	0.01%	257
2026 Q1	$125K	Sell	2,139 -49	-2%	-$2.9K	0.01%	240
2025 Q4	$124K	Sell	2,188 -843	-28%	-$46K	0.01%	243
2025 Q3	$161K	Buy	3,031 +313	+12%	+$17K	0.02%	227
2025 Q2	$129K	Sell	2,718 -110	-4%	-$4.87K	0.02%	252
2025 Q1	$117K	Hold	2,828	–	–	0.02%	248
2024 Q4	$103K	Hold	2,828	–	–	0.01%	263
2024 Q3	$103K	Sell	2,828 -190	-6%	-$6.79K	0.01%	241
2024 Q2	$93.3K	Buy	3,018 +1,839	+156%	+$55.9K	0.01%	254
2024 Q1	$36K	Buy	1,179 +256	+28%	+$7.7K	0.01%	342
2023 Q4	$27K	Sell	923 -344	-27%	-$10.5K	﹤0.01%	375
2023 Q3	$39.8K	Hold	1,267	–	–	0.01%	305
2023 Q2	$42.1K	Hold	1,267	–	–	0.01%	308
2023 Q1	$44.5K	Buy	1,267 +80	+7%	+$3.02K	0.01%	292
2022 Q4	$47.5K	Sell	1,187 -27	-2%	-$1.06K	0.01%	252
2022 Q3	$43K	Sell	1,214 -450	-27%	-$18K	0.01%	252
2022 Q2	$71K	Buy	1,664 +371	+29%	+$15.9K	0.02%	232
2022 Q1	$55K	Hold	1,293	–	–	0.01%	293
2021 Q4	$48K	Sell	1,293 -1,050	-45%	-$37.3K	0.01%	314
2021 Q3	$83K	Buy	2,343 +75	+3%	+$2.82K	0.02%	228
2021 Q2	$89K	Buy	2,268 +375	+20%	+$14.7K	0.02%	218
2021 Q1	$73K	Hold	1,893	–	–	0.02%	221
2020 Q4	$71K	Hold	1,893	–	–	0.02%	213
2020 Q3	$68K	Hold	1,893	–	–	0.03%	194
2020 Q2	$73K	Hold	1,893	–	–	0.03%	188
2020 Q1	$65K	Buy	+1,893	New	+$77.2K	0.03%	174

Other funds holding BTI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HHM Wealth Advisors's BTI Position: Q2 2026 in Review

HHM Wealth Advisors held its British American Tobacco (BTI) position steady in Q2 2026 at 2,139 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #257.

HHM Wealth Advisors first reported a position in BTI in Q1 2020 and has held it in 26 quarters since. The position peaked at $161K in Q3 2025. 910 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

HHM Wealth Advisors held 2,139 shares of British American Tobacco worth $132K as of Q2 2026.
HHM Wealth Advisors left its British American Tobacco share count unchanged in Q2 2026.
British American Tobacco made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #257 holding.
HHM Wealth Advisors first reported a position in British American Tobacco in Q1 2020 and has held it in 26 quarters since.
HHM Wealth Advisors's British American Tobacco position peaked at $161K in Q3 2025.
910 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.