Tim Walberg portfolio
Tim Walberg has represented MI's 5th district in the House since 2007. Committee seats: Natural Resources, Education and Workforce (Chair). Tim Walberg has disclosed 16 trades (14 purchases, 2 sales); the latest was on Jun 1, 2026. Over the past year the disclosed stock holdings returned +0.1%, against +11.8% for the S&P 500.
Est. value $396K across 11 stocks and ETFs, marked to the latest close
| Investment | Est. holding value | Last transaction | Total bought | Avg. cost | Since filed | Current price | Trades |
|---|---|---|---|---|---|---|---|
| CATCaterpillar, Inc. Common Stock | $57K | Feb 7, 2025Purchase | $15K–50K1 purchase | $363.88 | -31.31% | $636.19 | 1 |
| CVXChevron Corporation Common Stock | $50K | Feb 7, 2025Purchase | $15K–50K1 purchase | $152.62 | +24.12% | $235.48 | 1 |
| AAPLApple Inc. - Common Stock | $50K | Feb 7, 2025Purchase | $15K–50K1 purchase | $227.63 | +11.94% | $347.32 | 1 |
| LHXL3Harris Technologies, Inc. Common Stock | $44K | Feb 7, 2025Purchase | $15K–50K1 purchase | $206.13 | -8.85% | $276.58 | 1 |
| ETNEaton Corporation, PLC Ordinary Shares | $39K | Feb 7, 2025Purchase | $15K–50K1 purchase | $313.05 | -10.34% | $377.68 | 1 |
| JJacobs Solutions Inc. Common Stock | $38K | Feb 7, 2025Purchase | $15K–50K1 purchase | $132.60 | +27.11% | $154.17 | 1 |
| BACBank of America Corporation Common Stock | $35K | Feb 7, 2025Purchase | $15K–50K1 purchase | $47.40 | -3.94% | $50.34 | 1 |
| WFCWells Fargo & Company Common Stock | $34K | Feb 7, 2025Purchase | $15K–50K1 purchase | $80.67 | +6.47% | $83.77 | 1 |
| BABoeing Company | $31K | Feb 7, 2025Purchase | $15K–50K1 purchase | $181.49 | -17.66% | $173.40 | 1 |
| LMTLockheed Martin Corporation Common Stock | $11K | Feb 7, 2025Purchase | $1K–15K1 purchase | $444.39 | +24.64% | $638.19 | 1 |
| AMZNAmazon.com, Inc. - Common Stock | $8K | Feb 7, 2025Purchase | $1K–15K1 purchase | $229.15 | -4.23% | $239.45 | 1 |
Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.