WCM Investment Management
DY icon

WCM Investment Management’s Dycom Industries DY Stock Holding History

WCM Investment Management’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
Q1 		$13.5M Sell
41,568
-762
-2% -$286K 0.03% 122
2025
Q4 		$14.5M Sell
42,330
-11,220
-21% -$3.54M 0.03% 129
2025
Q3 		$15.7M Buy
+53,550
New +$14.1M 0.03% 120
2020
Q1 		– Sell
-284,344
Closed -$13.4M – 185
2019
Q4 		$13.4M Buy
284,344
+48,757
+21% +$2.37M 0.07% 55
2019
Q3 		$12M Sell
235,587
-12,890
-5% -$651K 0.07% 48
2019
Q2 		$14.6M Buy
248,477
+22,667
+10% +$1.16M 0.09% 42
2019
Q1 		$10.4M Buy
225,810
+93,058
+70% +$5.1M 0.07% 52
2018
Q4 		$7.17M Buy
132,752
+45,394
+52% +$3.05M 0.06% 46
2018
Q3 		$7.39M Buy
87,358
+16,069
+23% +$1.39M 0.07% 47
2018
Q2 		$6.74M Buy
71,289
+9,778
+16% +$1M 0.07% 40
2018
Q1 		$6.62M Sell
61,511
-21,114
-26% -$2.4M 0.06% 47
2017
Q4 		$9.21M Buy
82,625
+78,010
+1,690% +$7.53M 0.1% 46
2017
Q3 		$396K Buy
+4,615
New +$389K 0.01% 84

Other funds holding DY

PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WCM Investment Management's DY Position: Q1 2026 in Review

WCM Investment Management reduced its Dycom Industries (DY) stake by 1.8% in Q1 2026, selling an estimated $286K and leaving 41,568 shares worth $13.5M. The position accounts for 0.03% of the portfolio, ranked #122.

WCM Investment Management first reported a position in DY in Q3 2017 and has held it in 13 quarters since. The position peaked at $15.7M in Q3 2025. 516 funds tracked by Wall St. Rank hold DY as of Q1 2026.

  • WCM Investment Management held 41,568 shares of Dycom Industries worth $13.5M as of Q1 2026.
  • WCM Investment Management sold 762 Dycom Industries shares in Q1 2026, an estimated $286K.
  • Dycom Industries made up 0.03% of WCM Investment Management's portfolio in Q1 2026, its #122 holding.
  • WCM Investment Management first reported a position in Dycom Industries in Q3 2017 and has held it in 13 quarters since.
  • WCM Investment Management's Dycom Industries position peaked at $15.7M in Q3 2025.
  • 516 funds tracked by Wall St. Rank held Dycom Industries as of Q1 2026.

Based on WCM Investment Management's 13F filing for Q1 2026, filed 7 May 2026.