The Capital That Moves Markets
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Daily Journal
Charlie Munger legacy portfolio · CIK 0000783412 · filed 2026-07-16
Equity positions
NameWeightValueChange
| Company | Type | Shares | Value ▼ | WeightCurrent portfolio weight this quarter. The signed percent is how that weight changed versus last quarter. Weight can move even if the share count did not. | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
 Wells Fargo & Co · WFC | Equity | 1,413,000 | $116.77M | 45.50% | — | Financials |
 Bank of America Corp · BAC | Equity | 2,000,000 | $113.96M | 44.40% | — | Financials |
 Alibaba Group Holding Ltd · BABA | Equity | 195,000 | $18.72M | 7.29% | — | Consumer Discretionary |
 US Bancorp · USB | Equity | 119,500 | $7.22M | 2.81% | — | Financials |