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%.
Portfolio value (13F)
$182.24MQ2 2024
$185.34MQ3 2024
$209.40MQ4 2024
$215.73MQ1 2025
$235.37MQ2 2025
$262.25MQ3 2025
$276.65MQ4 2025
$240.67MQ1 2026
$256.66MQ2 2026
| Quarter | Value | Positions | New | Added | Trimmed | Sold | Quarterly turnover |
|---|---|---|---|---|---|---|---|
| Q2 2026 | $256.66M | 4 | 0 | 0 | 0 | 0 | 0.0% |
| Q1 2026 | $240.67M | 4 | 0 | 0 | 0 | 0 | 0.0% |
| Q4 2025 | $276.65M | 4 | 0 | 0 | 0 | 0 | 0.0% |
| Q3 2025 | $262.25M | 4 | 0 | 0 | 0 | 0 | 0.0% |
| Q2 2025 | $235.37M | 4 | 0 | 0 | 0 | 0 | 0.0% |
| Q1 2025 | $215.73M | 4 | 0 | 0 | 0 | 0 | 0.0% |
| Q4 2024 | $209.40M | 4 | 0 | 0 | 0 | 0 | 0.0% |
| Q3 2024 | $185.34M | 4 | 0 | 0 | 0 | 0 | 0.0% |
| Q2 2024 | $182.24M | 4 | — | — | — | — | — |
Weight of the largest positions
The latest quarter's 10 largest positions, with their weights in earlier quarters.
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