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LMG Wealth Partners’s Dycom Industries DY Stock Holding History

LMG Wealth Partners’s Portfolio DY Stock Details DY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.27M Buy
4,498
+1,107
+33% +$484K 0.36% 79
2026
Q1 		$1.15M Buy
+3,391
New +$1.27M 0.21% 96

Other funds holding DY

PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HCC
Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

LMG Wealth Partners's DY Position: Q2 2026 in Review

LMG Wealth Partners increased its Dycom Industries (DY) stake by 33% in Q2 2026, buying an estimated $484K and bringing the position to 4,498 shares worth $2.27M. The position accounts for 0.36% of the portfolio, ranked #79.

LMG Wealth Partners first reported a position in DY in Q1 2026 and has held it in 2 quarters since. 618 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • LMG Wealth Partners held 4,498 shares of Dycom Industries worth $2.27M as of Q2 2026.
  • LMG Wealth Partners bought 1,107 Dycom Industries shares in Q2 2026, an estimated $484K.
  • Dycom Industries made up 0.36% of LMG Wealth Partners's portfolio in Q2 2026, its #79 holding.
  • LMG Wealth Partners first reported a position in Dycom Industries in Q1 2026 and has held it in 2 quarters since.
  • 618 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.