Historical Stock Holdings

Charlie Munger - Daily Journal Corp.

PeriodPortfolio ValueTop 20 holdings history (left to right)
2024   Q1$177 M WFC
Wells Fargo
46.22% of portfolio
 		BAC
Bank of America Corp.
42.80% of portfolio
 		BABA
Alibaba Group Holdings
7.96% of portfolio
 		USB
U.S. Bancorp
3.01% of portfolio
2023   Q4$185 M WFC
Wells Fargo
42.33% of portfolio
 		BAC
Bank of America Corp.
41.84% of portfolio
 		BABA
Alibaba Group Holdings
12.56% of portfolio
 		USB
U.S. Bancorp
3.27% of portfolio
2023   Q3$159 M WFC
Wells Fargo
40.99% of portfolio
 		BAC
Bank of America Corp.
39.69% of portfolio
 		BABA
Alibaba Group Holdings
16.40% of portfolio
 		USB
U.S. Bancorp
2.92% of portfolio
2023   Q2$164 M WFC
Wells Fargo
41.54% of portfolio
 		BAC
Bank of America Corp.
40.35% of portfolio
 		BABA
Alibaba Group Holdings
15.29% of portfolio
 		USB
U.S. Bancorp
2.83% of portfolio
2023   Q1$161 M BAC
Bank of America Corp.
40.86% of portfolio
 		WFC
Wells Fargo
36.96% of portfolio
 		BABA
Alibaba Group Holdings
19.04% of portfolio
 		USB
U.S. Bancorp
3.14% of portfolio
2022   Q4$174 M BAC
Bank of America Corp.
43.67% of portfolio
 		WFC
Wells Fargo
37.68% of portfolio
 		BABA
Alibaba Group Holdings
15.15% of portfolio
 		USB
U.S. Bancorp
3.50% of portfolio
2022   Q3$163 M BAC
Bank of America Corp.
42.49% of portfolio
 		WFC
Wells Fargo
39.16% of portfolio
 		BABA
Alibaba Group Holdings
14.68% of portfolio
 		USB
U.S. Bancorp
3.45% of portfolio
 		PKX
POSCO
0.22% of portfolio
2022   Q2$175 M BAC
Bank of America Corp.
40.93% of portfolio
 		WFC
Wells Fargo
35.64% of portfolio
 		BABA
Alibaba Group Holdings
19.50% of portfolio
 		USB
U.S. Bancorp
3.68% of portfolio
 		PKX
POSCO
0.25% of portfolio
2022   Q1$213 M BAC
Bank of America Corp.
44.59% of portfolio
 		WFC
Wells Fargo
36.28% of portfolio
 		BABA
Alibaba Group Holdings
15.35% of portfolio
 		USB
U.S. Bancorp
3.50% of portfolio
 		PKX
POSCO
0.27% of portfolio
2021   Q4$259 M BAC
Bank of America Corp.
39.56% of portfolio
 		WFC
Wells Fargo
29.53% of portfolio
 		BABA
Alibaba Group Holdings
27.65% of portfolio
 		USB
U.S. Bancorp
3.04% of portfolio
 		PKX
POSCO
0.22% of portfolio
2021   Q3$225 M BAC
Bank of America Corp.
43.35% of portfolio
 		WFC
Wells Fargo
32.80% of portfolio
 		BABA
Alibaba Group Holdings
19.86% of portfolio
 		USB
U.S. Bancorp
3.69% of portfolio
 		PKX
POSCO
0.30% of portfolio
2021   Q2$213 M BAC
Bank of America Corp.
44.49% of portfolio
 		WFC
Wells Fargo
33.82% of portfolio
 		BABA
Alibaba Group Holdings
17.59% of portfolio
 		USB
U.S. Bancorp
3.74% of portfolio
 		PKX
POSCO
0.35% of portfolio
2021   Q1$197 M BAC
Bank of America Corp.
45.15% of portfolio
 		WFC
Wells Fargo
31.55% of portfolio
 		BABA
Alibaba Group Holdings
19.02% of portfolio
 		USB
U.S. Bancorp
3.93% of portfolio
 		PKX
POSCO
0.36% of portfolio
2020   Q4$125 M BAC
Bank of America Corp.
55.82% of portfolio
 		WFC
Wells Fargo
38.47% of portfolio
 		USB
U.S. Bancorp
5.22% of portfolio
 		PKX
POSCO
0.49% of portfolio
2020   Q3$98 M BAC
Bank of America Corp.
56.39% of portfolio
 		WFC
Wells Fargo
38.09% of portfolio
 		USB
U.S. Bancorp
5.11% of portfolio
 		PKX
POSCO
0.42% of portfolio
2020   Q2$101 M BAC
Bank of America Corp.
54.14% of portfolio
 		WFC
Wells Fargo
40.39% of portfolio
 		USB
U.S. Bancorp
5.11% of portfolio
 		PKX
POSCO
0.36% of portfolio
2020   Q1$100 M BAC
Bank of America Corp.
49.00% of portfolio
 		WFC
Wells Fargo
45.84% of portfolio
 		USB
U.S. Bancorp
4.84% of portfolio
 		PKX
POSCO
0.32% of portfolio
2019   Q4$175 M WFC
Wells Fargo
48.81% of portfolio
 		BAC
Bank of America Corp.
46.17% of portfolio
 		USB
U.S. Bancorp
4.73% of portfolio
 		PKX
POSCO
0.28% of portfolio
2019   Q3$156 M WFC
Wells Fargo
51.60% of portfolio
 		BAC
Bank of America Corp.
43.12% of portfolio
 		USB
U.S. Bancorp
4.98% of portfolio
 		PKX
POSCO
0.30% of portfolio
2019   Q2$150 M WFC
Wells Fargo
50.26% of portfolio
 		BAC
Bank of America Corp.
44.50% of portfolio
 		USB
U.S. Bancorp
4.89% of portfolio
 		PKX
POSCO
0.34% of portfolio
2019   Q1$148 M WFC
Wells Fargo
52.09% of portfolio
 		BAC
Bank of America Corp.
42.98% of portfolio
 		USB
U.S. Bancorp
4.57% of portfolio
 		PKX
POSCO
0.36% of portfolio
2018   Q4$137 M WFC
Wells Fargo
53.56% of portfolio
 		BAC
Bank of America Corp.
41.38% of portfolio
 		USB
U.S. Bancorp
4.67% of portfolio
 		PKX
POSCO
0.39% of portfolio
2018   Q3$159 M WFC
Wells Fargo
52.47% of portfolio
 		BAC
Bank of America Corp.
42.49% of portfolio
 		USB
U.S. Bancorp
4.64% of portfolio
 		PKX
POSCO
0.40% of portfolio
2018   Q2$161 M WFC
Wells Fargo
54.88% of portfolio
 		BAC
Bank of America Corp.
40.32% of portfolio
 		USB
U.S. Bancorp
4.35% of portfolio
 		PKX
POSCO
0.45% of portfolio
2018   Q1$160 M WFC
Wells Fargo
52.06% of portfolio
 		BAC
Bank of America Corp.
43.05% of portfolio
 		USB
U.S. Bancorp
4.41% of portfolio
 		PKX
POSCO
0.48% of portfolio
2017   Q4$173 M WFC
Wells Fargo
55.91% of portfolio
 		BAC
Bank of America Corp.
39.31% of portfolio
 		USB
U.S. Bancorp
4.34% of portfolio
 		PKX
POSCO
0.44% of portfolio
2017   Q3$154 M WFC
Wells Fargo
56.91% of portfolio
 		BAC
Bank of America Corp.
37.78% of portfolio
 		USB
U.S. Bancorp
4.86% of portfolio
 		PKX
POSCO
0.44% of portfolio
2017   Q2$152 M WFC
Wells Fargo
58.07% of portfolio
 		BAC
Bank of America Corp.
36.74% of portfolio
 		USB
U.S. Bancorp
4.79% of portfolio
 		PKX
POSCO
0.40% of portfolio
2017   Q1$151 M WFC
Wells Fargo
58.79% of portfolio
 		BAC
Bank of America Corp.
36.00% of portfolio
 		USB
U.S. Bancorp
4.78% of portfolio
 		PKX
POSCO
0.42% of portfolio
2016   Q4$146 M WFC
Wells Fargo
59.98% of portfolio
 		BAC
Bank of America Corp.
34.75% of portfolio
 		USB
U.S. Bancorp
4.92% of portfolio
 		PKX
POSCO
0.35% of portfolio
2016   Q3$113 M WFC
Wells Fargo
62.39% of portfolio
 		BAC
Bank of America Corp.
31.86% of portfolio
 		USB
U.S. Bancorp
5.31% of portfolio
 		PKX
POSCO
0.44% of portfolio
2016   Q2$112 M WFC
Wells Fargo
67.30% of portfolio
 		BAC
Bank of America Corp.
27.27% of portfolio
 		USB
U.S. Bancorp
5.04% of portfolio
 		PKX
POSCO
0.39% of portfolio
2016   Q1$114 M WFC
Wells Fargo
67.40% of portfolio
 		BAC
Bank of America Corp.
27.22% of portfolio
 		USB
U.S. Bancorp
4.98% of portfolio
 		PKX
POSCO
0.40% of portfolio
2015   Q4$132 M WFC
Wells Fargo
65.77% of portfolio
 		BAC
Bank of America Corp.
29.42% of portfolio
 		USB
U.S. Bancorp
4.54% of portfolio
 		PKX
POSCO
0.26% of portfolio
2015   Q3$124 M WFC
Wells Fargo
66.10% of portfolio
 		BAC
Bank of America Corp.
28.98% of portfolio
 		USB
U.S. Bancorp
4.64% of portfolio
 		PKX
POSCO
0.28% of portfolio
2015   Q2$135 M WFC
Wells Fargo
66.20% of portfolio
 		BAC
Bank of America Corp.
28.95% of portfolio
 		USB
U.S. Bancorp
4.49% of portfolio
 		PKX
POSCO
0.35% of portfolio
2015   Q1$129 M WFC
Wells Fargo
67.32% of portfolio
 		BAC
Bank of America Corp.
27.52% of portfolio
 		USB
U.S. Bancorp
4.75% of portfolio
 		PKX
POSCO
0.41% of portfolio
2014   Q4$135 M WFC
Wells Fargo
64.48% of portfolio
 		BAC
Bank of America Corp.
30.41% of portfolio
 		USB
U.S. Bancorp
4.65% of portfolio
 		PKX
POSCO
0.46% of portfolio
2014   Q3$133 M WFC
Wells Fargo
62.30% of portfolio
 		BAC
Bank of America Corp.
29.59% of portfolio
 		USB
U.S. Bancorp
4.42% of portfolio
 		PKX
POSCO
3.70% of portfolio
2014   Q2$130 M WFC
Wells Fargo
64.41% of portfolio
 		BAC
Bank of America Corp.
27.22% of portfolio
 		USB
U.S. Bancorp
4.67% of portfolio
 		PKX
POSCO
3.70% of portfolio
2014   Q1$129 M WFC
Wells Fargo
61.27% of portfolio
 		BAC
Bank of America Corp.
30.61% of portfolio
 		USB
U.S. Bancorp
4.64% of portfolio
 		PKX
POSCO
3.47% of portfolio
2013   Q4$119 M WFC
Wells Fargo
60.84% of portfolio
 		BAC
Bank of America Corp.
30.15% of portfolio
 		USB
U.S. Bancorp
4.76% of portfolio
 		PKX
POSCO
4.24% of portfolio