Daily Journal

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 4, 2024), Charlie Munger's Daily Journal reported 4 stock positions worth $177.2 million. Its top holding was Wells Fargo (WFC) at 46.2% of the portfolio, followed by Bank of America (BAC, 42.8%) and Alibaba Group Holding-SP ADR (BABA, 8.0%). Compared with Q4 2023, it reduced 4. The biggest sale was Alibaba Group Holding-SP ADR (BABA, shares −35%).

Most Recent 13F
Q2 2026
Notable People
Charlie Munger
Location
LOS ANGELES, CA
CIK
0000783412
Portfolio Value
$177.2M (Q1 2024)
SEC Filing
0001437749-24-011104 ↗ filed Apr 4, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $177.2M $177.2M Q1 2024 Q2 2024: $182.2M Q2 2024 Q3 2024: $185.3M Q3 2024 Q4 2024: $209.4M Q4 2024 Q1 2025: $215.7M Q1 2025 Q2 2025: $235.4M Q2 2025 Q3 2025: $262.2M Q3 2025 Q4 2025: $276.7M Q4 2025 Q1 2026: $240.7M Q1 2026 Q2 2026: $256.7M Q2 2026

Holdings 4 stocks · $177.2M
WFC Wells Fargo & Co. 46.22% 1,413,000 $81.9M Reduce -11.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 42.80% 2,000,000 $75.8M Reduce -13.0%
BABA Alibaba Group Holding-SP ADR 7.96% 195,000 $14.1M Reduce -35.0%
USB US Bancorp 3.01% 119,500 $5.3M Reduce -14.6%

Portfolio Sells Q4 2023 → Q1 2024
BABA Alibaba Group Holding-SP ADR Reduce -35.0% 7.96% −4.60
USB US Bancorp Reduce -14.6% 3.01% −0.26
BAC Bank of America Corp. Reduce -13.0% 42.80% +0.96
WFC Wells Fargo & Co. Reduce -11.2% 46.22% +3.89

Portfolio Buys Q4 2023 → Q1 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4$256.7MWFC, BAC, BABA, USB
Q1 2026 4$240.7MWFC, BAC, BABA, USB
Q4 2025 4$276.7MWFC, BAC, BABA, USB
Q3 2025Amended 4$262.2MWFC, BAC, BABA, USB
Q2 2025 4$235.4MWFC, BAC, BABA, USB
Q1 2025 4$215.7MWFC, BAC, BABA, USB
Q4 2024 4$209.4MWFC, BAC, BABA, USB
Q3 2024 4$185.3MWFC, BAC, BABA, USB
Q2 2024 4$182.2MWFC, BAC, BABA, USB
Q1 2024 4$177.2MWFC, BAC, BABA, USB