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%.
PROStill at the same price?
A 13F arrives 45 days late. See the estimated buy price of the other 2 positions, the move since, and where each stands against Makkler Fair Value with MakklerPRO.
WFCWells Fargo & Company45.5%Unchanged- Price
- $80.74
- Since est. buy
- +0.5%
- Fair Value gap
- +0.4%
BACBank of America Corp44.4%Unchanged- Price
- $53.96
- Since est. buy
- +1.5%
- Fair Value gap
- -0.7%
BABAAlibaba Group Holding-Sp Adr7.3%Unchanged- Price
- $110.85
- Since est. buy
- Fair Value gap
USBU.S. Bancorp2.8%Unchanged- Price
- $56.89
- Since est. buy
- Fair Value gap
Values are US dollar amounts as of the filing. The estimated buy price is the quarter's average close; Fair Value is the same model as on Makkler's stock pages.
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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.