Historical Stock Holdings
Charlie Munger - Daily Journal Corp.
Period | Portfolio Value | Top 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 |