1 year
22.14%
Cumulative estimated return
SPY: 14.60%
Outperformance: 7.54 percentage points
2025-09-15 – 2026-09-15
Missing information
- 10 rows without a saved price.
Tim Walberg
Updated Sep 14, 2026Republican · House MI05
Wikipedia biography ↗Years Elected: About 17.7Rank: #67
Service dates
Federal elected service; earlier service not yet verified.
- Jan 4, 2007 – Jan 3, 2009
- Jan 5, 2011 – Jan 3, 2015
- Jan 6, 2015 – Sep 16, 2026
Estimated public-equity portfolio performance
3 years
35.67%
Cumulative estimated return
SPY: 26.07%
Outperformance: 9.60 percentage points
2025-02-07 – 2026-09-15
Missing information
- 10 rows without a saved price.
- Available investment history starts 2025-02-07.
5 years
35.67%
Cumulative estimated return
SPY: 26.07%
Outperformance: 9.60 percentage points
2025-02-07 – 2026-09-15
Missing information
- 10 rows without a saved price.
- Available investment history starts 2025-02-07.
As of Sep 15, 2026. 14 parsed trades. Ranks use three-year return.
How estimates are calculated
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Current holdings
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| AMZN | Joint | $15,001 - $50,000 | Feb 7, 2025 | $229.15 | $248.42Sep 15, 2026 | 8.41% |
| AAPL | Joint | $15,001 - $50,000 | Feb 7, 2025 | $227.63 | $331.34Sep 15, 2026 | 45.56% |
| BAC | Joint | $1,001 - $15,000 | Feb 7, 2025 | $47.40 | $59.52Sep 15, 2026 | 25.57% |
| BA | Joint | $15,001 - $50,000 | Feb 7, 2025 | $181.49 | $209.69Sep 15, 2026 | 15.54% |
| CAT | Joint | $15,001 - $50,000 | Feb 7, 2025 | $363.88 | $783.54Sep 15, 2026 | 115.33% |
| CVX | Joint | $15,001 - $50,000 | Feb 7, 2025 | $152.62 | $217.77Sep 15, 2026 | 42.69% |
| ETN | Joint | $15,001 - $50,000 | Feb 7, 2025 | $313.05 | $392.40Sep 15, 2026 | 25.35% |
| J | Joint | $15,001 - $50,000 | Feb 7, 2025 | $132.56 | $144.91Sep 15, 2026 | 9.31% |
| LHX | Joint | $15,001 - $50,000 | Feb 7, 2025 | $206.13 | $249.66Sep 15, 2026 | 21.12% |
| LMT | Joint | $1,001 - $15,000 | Feb 7, 2025 | $444.39 | $533.46Sep 15, 2026 | 20.04% |
| WFC | Joint | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
Estimated positions as of Sep 15, 2026
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Bank of America Corporation Common Stock (BAC) [ST] | joint | 145.4636363636363636363636364 | 8658.00 |
| L3Harris Technologies, Inc. Common Stock (LHX) [ST] | joint | 110.7078379943454712675000852 | 27639.32 |
| Under Armour, Inc. Class C Common Stock (UA) [ST] | joint | 24.440734921881818975298944 | 117.56 |
Completed trades
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
All trades
25 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| UA — Under Armour, Inc. Class C Common Stock (UA) [ST] | Joint | Sale | Feb 10, 2026 | Sep 11, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Feb 7, 2025 | Sep 14, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Feb 7, 2025 | Sep 14, 2026 |
| BAC — Bank of America Corporation Common Stock (BAC) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Feb 7, 2025 | Sep 14, 2026 |
| BA — Boeing Company (BA) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Feb 7, 2025 | Sep 14, 2026 |
| CAT — Caterpillar, Inc. Common Stock (CAT) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Feb 7, 2025 | Sep 14, 2026 |
| CVX — Chevron Corporation Common Stock (CVX) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Feb 7, 2025 | Sep 14, 2026 |
| ETN — Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Feb 7, 2025 | Sep 14, 2026 |
| J — Jacobs Solutions Inc. Common Stock (J) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Feb 7, 2025 | Sep 14, 2026 |
| LHX — L3Harris Technologies, Inc. Common Stock (LHX) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Feb 7, 2025 | Sep 14, 2026 |
| LMT — Lockheed Martin Corporation Common Stock (LMT) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Feb 7, 2025 | Sep 14, 2026 |
| WFC — Wells Fargo & Company Common Stock (WFC) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Feb 7, 2025 | Sep 14, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Joint | Purchase | Feb 7, 2025 | Sep 11, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Joint | Purchase | Feb 7, 2025 | Sep 11, 2026 |
| BAC — Bank of America Corporation Common Stock (BAC) [ST] | Joint | Purchase | Feb 7, 2025 | Sep 11, 2026 |
| BA — Boeing Company (BA) [ST] | Joint | Purchase | Feb 7, 2025 | Sep 11, 2026 |
| CAT — Caterpillar, Inc. Common Stock (CAT) [ST] | Joint | Purchase | Feb 7, 2025 | Sep 11, 2026 |
| CVX — Chevron Corporation Common Stock (CVX) [ST] | Joint | Purchase | Feb 7, 2025 | Sep 11, 2026 |
| ETN — Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Joint | Purchase | Feb 7, 2025 | Sep 11, 2026 |
| XOM — Exxon Mobil Corporation Common Stock (XOM) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 8 · Ptr Original ↗ · Row 15 · Annual | Feb 7, 2025 | Sep 11, 2026 |
| J — Jacobs Solutions Inc. Common Stock (J) [ST] | Joint | Purchase | Feb 7, 2025 | Sep 11, 2026 |
| LHX — L3Harris Technologies, Inc. Common Stock (LHX) [ST] | Joint | Purchase | Feb 7, 2025 | Sep 11, 2026 |
| LMT — Lockheed Martin Corporation Common Stock (LMT) [ST] | Joint | Purchase | Feb 7, 2025 | Sep 11, 2026 |
| UA — Under Armour, Inc. Class C Common Stock (UA) [ST] | Joint | Purchase | Feb 7, 2025 | Sep 11, 2026 |
| WFC — Wells Fargo & Company Common Stock (WFC) [ST] | Joint | Purchase | Feb 7, 2025 | Sep 11, 2026 |
All disclosures
8 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.
| Filed | Report | Holdings date | Availability |
|---|---|---|---|
| Jun 3, 2026 | Tim Walberg — PTR filed 2026-06-03 Ptr | Not established | Parsed |
| May 13, 2026 | Tim Walberg — Annual report filed 2026-05-13 Annual | Dec 31, 2025 | Needs review |
| Apr 29, 2025 | Tim Walberg — Annual report filed 2025-04-29 Annual | Dec 31, 2024 | Needs review |
| May 14, 2024 | Tim Walberg — Annual report filed 2024-05-14 Annual | Dec 31, 2023 | Needs review |
| Jun 29, 2023 | Tim Walberg — Annual report filed 2023-06-29 Annual | Dec 31, 2022 | Needs review |
| Jul 8, 2022 | Tim Walberg — Annual report filed 2022-07-08 Annual | Dec 31, 2021 | Needs review |
| Aug 11, 2021 | Tim Walberg — Annual report filed 2021-08-11 Annual | Dec 31, 2020 | Needs review |
| Jun 3, 2020 | Tim Walberg — Annual report filed 2020-06-03 Annual | Dec 31, 2019 | Needs review |