Elected Trades

All politicians

Tim Walberg

Estimate as of Oct 26, 2026

Republican · House MI05

Wikipedia biography ↗Years Elected: About 17.8Rank: #84

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

15.34%

Cumulative estimated return

SPY: 13.01%
Outperformance: 2.33 percentage points

2025-10-24 – 2026-10-26

Missing information
  • 12 rows without a saved price.
  • 162 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

35.11%

Cumulative estimated return

SPY: 27.40%
Outperformance: 7.71 percentage points

2025-02-07 – 2026-10-26

Missing information
  • 12 rows without a saved price.
  • Available investment history starts 2025-02-07.
  • 162 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

35.11%

Cumulative estimated return

SPY: 27.40%
Outperformance: 7.71 percentage points

2025-02-07 – 2026-10-26

Missing information
  • 12 rows without a saved price.
  • Available investment history starts 2025-02-07.
  • 162 annual source rows remain unresolved or superseded; excluded from usable transactions.

As of Oct 26, 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.

AssetOwnerReported valuePurchasedPurchase priceLast closeCurrent ROI
AMZNJoint$15,001 - $50,000Feb 7, 2025$229.15$240.35Oct 30, 20264.89%
AAPLJoint$15,001 - $50,000Feb 7, 2025$227.63$344.63Oct 30, 202651.40%
BACJoint$1,001 - $15,000Feb 7, 2025$47.40$50.01Oct 30, 20265.51%
BAJoint$15,001 - $50,000Feb 7, 2025$181.49$171.55Oct 30, 2026-5.48%
CATJoint$15,001 - $50,000Feb 7, 2025$363.88$622.75Oct 30, 202671.14%
CVXJoint$15,001 - $50,000Feb 7, 2025$152.62$235.52Oct 30, 202654.32%
ETNJoint$15,001 - $50,000Feb 7, 2025$313.05$369.97Oct 30, 202618.18%
JJoint$15,001 - $50,000Feb 7, 2025$132.56$154.62Oct 30, 202616.64%
LHXJoint$15,001 - $50,000Feb 7, 2025$206.13$277.61Oct 30, 202634.68%
LMTJoint$1,001 - $15,000Feb 7, 2025$444.39$636.95Oct 30, 202643.33%
WFCJoint$15,001 - $50,000UnavailableUnavailable$83.40Oct 30, 2026Unavailable

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 Oct 26, 2026
AssetOwnerEstimated unitsEstimated value
Apple Inc. - Common Stock (AAPL) [ST]joint119.548664753917457514897373641113.98
Amazon.com, Inc. - Common Stock (AMZN) [ST]joint140.804523004938913439043410435073.00
Boeing Company (BA) [ST]joint149.689112011790714812085482728187.96
Bank of America Corporation Common Stock (BAC) [ST]joint145.46363636363636363636363647348.82
Caterpillar, Inc. Common Stock (CAT) [ST]joint56.7327665962609317995356712739266.45
Chevron Corporation Common Stock (CVX) [ST]joint213.243881635063316055376943849474.71
Eaton Corporation, PLC Ordinary Shares (ETN) [ST]joint102.039182443251389281341245237950.41
Jacobs Solutions Inc. Common Stock (J) [ST]joint245.360863656953042427902763136102.40
L3Harris Technologies, Inc. Common Stock (LHX) [ST]joint110.707837994345471267500085228809.50
Lockheed Martin Corporation Common Stock (LMT) [ST]joint16.5412367936816424421609775310506.99
Under Armour, Inc. Class C Common Stock (UA) [ST]joint24.440734921881818975298944109.01
Wells Fargo & Company Common Stock (WFC) [ST]joint348.717811158798283261802575128821.53
Exxon Mobil Corporation Common Stock (XOM) [ST]joint298.470933970061529984387914455079.83

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. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.

TickerOwnerPurchase datePurchase priceSale dateSale priceReturn
UAJointFeb 7, 2025$6.70Feb 10, 2026$6.842.09%

All trades

25 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.

Clear Filters
Public-equity transactions, newest transaction dates first
TickerOwnerTransaction TypeTrade DateFound Date
UA — Under Armour, Inc. Class C Common Stock (UA) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 15 · Ptr
joint · S · $1,001 - $15,000

Feb 10, 2026Sep 11, 2026
AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 8 · Annual
joint · P · $1,001 - $15,000

Feb 7, 2025Sep 14, 2026
AAPL — Apple Inc. - Common Stock (AAPL) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 9 · Annual
joint · P · $15,001 - $50,000

Feb 7, 2025Sep 14, 2026
BAC — Bank of America Corporation Common Stock (BAC) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 10 · Annual
joint · P · $1,001 - $15,000

Feb 7, 2025Sep 14, 2026
BA — Boeing Company (BA) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 11 · Annual
joint · P · $15,001 - $50,000

Feb 7, 2025Sep 14, 2026
CAT — Caterpillar, Inc. Common Stock (CAT) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 12 · Annual
joint · P · $15,001 - $50,000

Feb 7, 2025Sep 14, 2026
CVX — Chevron Corporation Common Stock (CVX) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 13 · Annual
joint · P · $15,001 - $50,000

Feb 7, 2025Sep 14, 2026
ETN — Eaton Corporation, PLC Ordinary Shares (ETN) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 14 · Annual
joint · P · $15,001 - $50,000

Feb 7, 2025Sep 14, 2026
J — Jacobs Solutions Inc. Common Stock (J) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 18 · Annual
joint · P · $15,001 - $50,000

Feb 7, 2025Sep 14, 2026
LHX — L3Harris Technologies, Inc. Common Stock (LHX) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 19 · Annual
joint · P · $15,001 - $50,000

Feb 7, 2025Sep 14, 2026
LMT — Lockheed Martin Corporation Common Stock (LMT) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 20 · Annual
joint · P · $1,001 - $15,000

Feb 7, 2025Sep 14, 2026
WFC — Wells Fargo & Company Common Stock (WFC) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 21 · Annual
joint · P · $15,001 - $50,000

Feb 7, 2025Sep 14, 2026
AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1 · Ptr
joint · P · $1,001 - $15,000

Feb 7, 2025Sep 11, 2026
AAPL — Apple Inc. - Common Stock (AAPL) [ST]JointPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 2 · Ptr
joint · P · $15,001 - $50,000

Feb 7, 2025Sep 11, 2026
BAC — Bank of America Corporation Common Stock (BAC) [ST]JointPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 3 · Ptr
joint · P · $15,001 - $50,000

Feb 7, 2025Sep 11, 2026
BA — Boeing Company (BA) [ST]JointPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 4 · Ptr
joint · P · $15,001 - $50,000

Feb 7, 2025Sep 11, 2026
CAT — Caterpillar, Inc. Common Stock (CAT) [ST]JointPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 5 · Ptr
joint · P · $15,001 - $50,000

Feb 7, 2025Sep 11, 2026
CVX — Chevron Corporation Common Stock (CVX) [ST]JointPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 6 · Ptr
joint · P · $15,001 - $50,000

Feb 7, 2025Sep 11, 2026
ETN — Eaton Corporation, PLC Ordinary Shares (ETN) [ST]JointPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 7 · Ptr
joint · P · $15,001 - $50,000

Feb 7, 2025Sep 11, 2026
XOM — Exxon Mobil Corporation Common Stock (XOM) [ST]JointPurchase
Source rows (2)

Combined amount unconfirmed

Original ↗ · Row 8 · Ptr
joint · P · $15,001 - $50,000

Original ↗ · Row 15 · Annual
joint · P · $15,001 - $50,000

Feb 7, 2025Sep 11, 2026
J — Jacobs Solutions Inc. Common Stock (J) [ST]JointPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 11 · Ptr
joint · P · $15,001 - $50,000

Feb 7, 2025Sep 11, 2026
LHX — L3Harris Technologies, Inc. Common Stock (LHX) [ST]JointPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 12 · Ptr
joint · P · $15,001 - $50,000

Feb 7, 2025Sep 11, 2026
LMT — Lockheed Martin Corporation Common Stock (LMT) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 13 · Ptr
joint · P · $1,001 - $15,000

Feb 7, 2025Sep 11, 2026
UA — Under Armour, Inc. Class C Common Stock (UA) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 14 · Ptr
joint · P · $1,001 - $15,000

Feb 7, 2025Sep 11, 2026
WFC — Wells Fargo & Company Common Stock (WFC) [ST]JointPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 16 · Ptr
joint · P · $15,001 - $50,000

Feb 7, 2025Sep 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.

FiledReportHoldings dateAvailability
Jun 3, 2026Tim Walberg — PTR filed 2026-06-03
Ptr
Not establishedParsed
May 13, 2026Tim Walberg — Annual report filed 2026-05-13
Annual
Dec 31, 2025Needs review
Apr 29, 2025Tim Walberg — Annual report filed 2025-04-29
Annual
Dec 31, 2024Needs review
May 14, 2024Tim Walberg — Annual report filed 2024-05-14
Annual
Dec 31, 2023Needs review
Jun 29, 2023Tim Walberg — Annual report filed 2023-06-29
Annual
Dec 31, 2022Needs review
Jul 8, 2022Tim Walberg — Annual report filed 2022-07-08
Annual
Dec 31, 2021Needs review
Aug 11, 2021Tim Walberg — Annual report filed 2021-08-11
Annual
Dec 31, 2020Needs review
Jun 3, 2020Tim Walberg — Annual report filed 2020-06-03
Annual
Dec 31, 2019Needs review