Tim Walberg: Stock Portfolio, Performance and Latest Trades
U.S. Representative, MI-5
R Republican
Trades disclosed16
Bought / sold14 / 2
Est. volume$397.5K
Typical delay481 days
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Tim Walberg's estimated portfolio today
Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.
| Stock | Share of portfolio | Average buy price | Return | Current price |
|---|---|---|---|---|
CATCaterpillar, Inc. | 8.89% | $569.39 | +42.9% | $813.83 |
CVXChevron Corporation | 8.61% | $148.27 | +38.4% | $205.15 |
ETNEaton Corporation, PLC Ordinary Shares | 8.49% | $315.87 | +36.6% | $431.33 |
AAPLApple Inc. | 7.72% | $271.12 | +24.2% | $336.67 |
QQQMInvesco NASDAQ 100 ETF | 7.70% | $252.02 | +23.8% | $311.94 |
AMZNAmazon.com, Inc. | 7.00% | $230.82 | +12.6% | $259.92 |
MFEIXMFS Growth Fund Class I | 6.76% | $195.57 | +8.6% | $212.43 |
BUFDFT Vest Laddered Deep Buffer ETF | 6.74% | $28.24 | +8.4% | $30.62 |
SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF | 6.68% | $38.05 | +7.5% | $40.90 |
JJacobs Solutions Inc. | 6.45% | $131.38 | +3.8% | $136.35 |
FSDAXFidelity Select Defense & Aerospace | 5.98% | $25.79 | −3.9% | $24.80 |
WFCWells Fargo & Company Common Stock (WFC) * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. | 5.44% | $91.69 | −12.5% | $80.26 |
BABoeing Company | 5.39% | $217.12 | −13.3% | $188.32 |
LHXL3Harris Technologies, Inc. | 5.01% | $289.98 | −19.4% | $233.63 |
LMTLockheed Martin Corporation | 1.61% | $475.07 | +5.1% | $499.22 |
BACBank of America Corporation | 1.51% | $54.13 | −1.1% | $53.52 |
Tim Walberg's buys and sells
Feb 7, 2025 to Jun 1, 2026, 15 disclosed after the 45-day deadline.
| Stock | Action | Amount | Traded | Disclosed |
|---|---|---|---|---|
FSSLJointFS Specialty Lending Fund Common Shares of Beneficial Inter… | Sold | $15K–$50K | Jun 1, 2026 | Jun 3, 20262 days later |
UAJointUnder Armour, Inc. Class C | Sold | $1K–$15K | Feb 10, 2026 | Jun 3, 2026113 days later · late |
AMZNJointAmazon.com, Inc. | Bought | $1K–$15K | Feb 7, 2025 | Jun 3, 2026481 days later · late |
AAPLJointApple Inc. | Bought | $15K–$50K | Feb 7, 2025 | Jun 3, 2026481 days later · late |
BACJointBank of America Corporation | Bought | $15K–$50K | Feb 7, 2025 | Jun 3, 2026481 days later · late |
BAJointBoeing Company | Bought | $15K–$50K | Feb 7, 2025 | Jun 3, 2026481 days later · late |
CATJointCaterpillar, Inc. | Bought | $15K–$50K | Feb 7, 2025 | Jun 3, 2026481 days later · late |
CVXJointChevron Corporation | Bought | $15K–$50K | Feb 7, 2025 | Jun 3, 2026481 days later · late |
ETNJointEaton Corporation, PLC Ordinary Shares | Bought | $15K–$50K | Feb 7, 2025 | Jun 3, 2026481 days later · late |
XOMJointExxon Mobil Corporation | Bought | $15K–$50K | Feb 7, 2025 | Jun 3, 2026481 days later · late |
FSSLJointFS Specialty Lending Fund Common Shares of Beneficial Inter… | Bought | $1K–$15K | Feb 7, 2025 | Jun 3, 2026481 days later · late |
JJointJacobs Solutions Inc. | Bought | $15K–$50K | Feb 7, 2025 | Jun 3, 2026481 days later · late |
LHXJointL3Harris Technologies, Inc. | Bought | $15K–$50K | Feb 7, 2025 | Jun 3, 2026481 days later · late |
LMTJointLockheed Martin Corporation | Bought | $1K–$15K | Feb 7, 2025 | Jun 3, 2026481 days later · late |
UAJointUnder Armour, Inc. Class C | Bought | $1K–$15K | Feb 7, 2025 | Jun 3, 2026481 days later · late |
WFCJointWells Fargo & Company | Bought | $15K–$50K | Feb 7, 2025 | Jun 3, 2026481 days later · late |
Tim Walberg's portfolio by sector
Share of the estimated stock portfolio.
| Sector | Share |
|---|---|
| Industrials | 36% |
| Other | 34% |
| Energy | 8.6% |
| Technology | 7.7% |
| Consumer Discretionary | 7.0% |
| Financials | 7.0% |
Portfolio performance: Tim Walberg vs. benchmarks
Copying everything that was public: the holdings in each annual financial disclosure, bought on the day it was published, and every trade on the day it was disclosed. Since May 17, 2024.
- You, copying after each disclosure – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each disclosure – estimated value | +30.4% | +11.7% |
| S&P 500 | +51.1% | +18.9% |
| Nasdaq-100 | +69.9% | +24.8% |
Tim Walberg's most traded stocks
Number of disclosed buys and sells per stock.
| Stock | Buys | Sells |
|---|---|---|
UAUnder Armour, Inc. Class C | 1 | 1 |
FSSLFS Specialty Lending Fund Common Shares of Beneficial Interest | 1 | 1 |
JJacobs Solutions Inc. | 1 | 0 |
ETNEaton Corporation, PLC Ordinary Shares | 1 | 0 |
LHXL3Harris Technologies, Inc. | 1 | 0 |
BACBank of America Corporation | 1 | 0 |
WFCWells Fargo & Company | 1 | 0 |
CVXChevron Corporation | 1 | 0 |
CATCaterpillar, Inc. | 1 | 0 |
XOMExxon Mobil Corporation | 1 | 0 |
BABoeing Company | 1 | 0 |
LMTLockheed Martin Corporation | 1 | 0 |
Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.