Hohimer Wealth Management’s British American Tobacco BTI Stock Holding History

Hohimer Wealth Management’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	$340K	Buy	5,500 +200	+4%	+$12.1K	0.03%	259
2026 Q1	$310K	Hold	5,300	–	–	0.04%	235
2025 Q4	$300K	Hold	5,300	–	–	0.04%	223
2025 Q3	$281K	Hold	5,300	–	–	0.04%	229
2025 Q2	$251K	Hold	5,300	–	–	0.04%	203
2025 Q1	$219K	Buy	+5,300	New	+$208K	0.04%	229
2022 Q2	–	Sell	-86,272	Closed	-$3.64M	–	204
2022 Q1	$3.64M	Buy	86,272 +6,397	+8%	+$273K	0.72%	44
2021 Q4	$2.99M	Sell	79,875 -16,437	-17%	-$584K	0.63%	57
2021 Q3	$3.4M	Sell	96,312 -2,873	-3%	-$108K	0.71%	52
2021 Q2	$3.9M	Buy	99,185 +5,908	+6%	+$231K	0.8%	43
2021 Q1	$3.61M	Buy	93,277 +10,263	+12%	+$386K	0.88%	37
2020 Q4	$3.11M	Buy	83,014 +10,167	+14%	+$364K	0.82%	34
2020 Q3	$2.45M	Buy	+72,847	New	+$2.55M	0.7%	41

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

Hohimer Wealth Management's BTI Position: Q2 2026 in Review

Hohimer Wealth Management increased its British American Tobacco (BTI) stake by 3.8% in Q2 2026, buying an estimated $12.1K and bringing the position to 5,500 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #259.

Hohimer Wealth Management first reported a position in BTI in Q3 2020 and has held it in 13 quarters since. The position peaked at $3.9M in Q2 2021. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Hohimer Wealth Management held 5,500 shares of British American Tobacco worth $340K as of Q2 2026.
Hohimer Wealth Management bought 200 British American Tobacco shares in Q2 2026, an estimated $12.1K.
British American Tobacco made up 0.03% of Hohimer Wealth Management's portfolio in Q2 2026, its #259 holding.
Hohimer Wealth Management first reported a position in British American Tobacco in Q3 2020 and has held it in 13 quarters since.
Hohimer Wealth Management's British American Tobacco position peaked at $3.9M in Q2 2021.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.