Charlie Munger: Stock Portfolio, Performance and Latest Trades
Daily Journal Corporation
13F portfolio value
$256.7M
4 holdings at Q2 2026
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Charlie Munger's portfolio
As of Q2 2026, filed July 16, 2026 · prices as of October 8, 2026
| Company | Share of portfolio | Average buy price | Return | Current price | Last quarter |
|---|---|---|---|---|---|
| 45.5% | $43.19 | +89.9% | $82.03 | No change | |
| 44.4% | $19.26 | +178% | $53.61 | No change | |
| 7.29% | $181.33 | −41.7% | $105.70 | No change | |
US BancorpUSB | 2.81% | $38.36 | +48.7% | $57.03 | No change |
Charlie Munger's buys and sells
No buys or sells in Q3 2025. Every position stayed the same.
Charlie Munger's portfolio by sector
Share of the stock portfolio at Q2 2026.
| Sector | Share |
|---|---|
| Financials | 93% |
| Industrials | 7.3% |
Portfolio performance: Charlie Munger vs. benchmarks
Your result if you had bought each reported portfolio on the day it was made public and held it until the next report, against the S&P 500 and Nasdaq-100.
- You, copying after each 13F filing – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each 13F filing – estimated value | +40.4% | +7.0% |
| S&P 500 | +89.0% | +13.6% |
| Nasdaq-100 | +113.3% | +16.4% |
Prices were available for 93% of the portfolio value on average; the rest is left out of the return.
Charlie Munger's most traded stocks
Quarters with a buy or a sell, all reports since Q4 2013.
| Company | Quarters bought | Quarters sold |
|---|---|---|
| 3 | 2 | |
| 1 | 1 | |
| 0 | 2 | |
US BancorpUSB | 0 | 1 |
| 0 | 1 | |
Bank of
America Corp | 0 | 1 |