Charlie Munger
Daily Journal
Daily Journal's stock portfolio, which Charlie Munger built and ran as its chairman until his death in 2023. A handful of long-held positions.
13F portfolio value
Q2 2026
$256.66M
1-year growth
+9.0%
2-year growth
+40.8%
Positions
4
Top 10 share
100.0%
Quarterly turnover
0.0%
Last filed
Jul 16, 2026
Q2 2026: summary
MakklerAI- Daily Journal reported a $257M portfolio at June 30, up from $241M in the prior quarter, with no position changes and 0% turnover.
- WFC was the largest holding at 45.5% ($117M), while BAC accounted for 44.4% ($114M).
- BABA represented 7.3% ($19M), down from 10.2% last quarter; USB was 2.8% ($7M), up from 2.6%.
- The four holdings made up 100.0% of the portfolio; finance accounted for 92.7%.
PROEstimated trade prices are PRO
See the average price in the quarter of each buy and sale and the move since. The first row of each group is open as a preview.
No position changes this quarter.
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Ask MakklerAI about Charlie Munger's portfolio
Explore this quarter's moves and where each position stands against its estimated buy price and Makkler Fair Value. Answers are based on the 13F and today's prices.