Tim Walberg (R-MI-5), a current Republican member of the House, has disclosed 16 trades since 2025: 14 purchases worth about $357.01K and 2 sales worth about $40.50K, in 14 stocks. Most traded: FSSL, UA, AAPL. As a portfolio, their stock holdings and trades returned -57.8% from May 2016, against +267.2% for the S&P 500. Trades took a median 481 days to be disclosed; 15 came late.
Tim Walberg’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since May 2016: -57.8%, against +267.2% for SPY; the largest fall on the way was -84.3%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Tim Walberg | Nov 2025 | +13.8% | +10.1% | +3.7% | – | -7.7% | 0.96 | 0.76 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Tim Walberg | Nov 2023 | -16.4% | +72.6% | -89.0% | -5.8% | -51.1% | -0.05 | 0.89 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Tim Walberg | Nov 2021 | -49.3% | +61.1% | -110.4% | -12.7% | -75.1% | -0.22 | 0.99 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Tim Walberg | Jan 2026 | +12.3% | +10.1% | +2.2% | – | -7.7% | 1.03 | 0.72 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Tim Walberg | May 2016 | -57.8% | +267.2% | -325.0% | -7.9% | -84.3% | -0.03 | 1.06 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JJacobs Solutions Inc. | Industrials | $48.55K | 15.4% | +49.4% | 1 | 1 | 0 | $32.50K | $0.00 | -4.3% | Feb 7, 2025 |
| CVXChevron Corp | Energy | $39.82K | 12.6% | +22.5% | 1 | 1 | 0 | $32.50K | $0.00 | +24.1% | Feb 7, 2025 |
| WFCWells Fargo & Company/Mn | Financial Services | $37.97K | 12.0% | +16.8% | 1 | 1 | 0 | $32.50K | $0.00 | -18.7% | Feb 7, 2025 |
| AAPLApple Inc. | Technology | $36.79K | 11.7% | +13.2% | 1 | 1 | 0 | $32.50K | $0.00 | +23.4% | Feb 7, 2025 |
| LHXL3Harris Technologies, Inc. /De/ | Industrials | $29.72K | 9.4% | -8.5% | 1 | 1 | 0 | $32.50K | $0.00 | +10.1% | Feb 7, 2025 |
| AMZNAmazon Com Inc | Consumer Discretionary | $29.55K | 9.4% | -9.1% | 1 | 1 | 0 | $8.00K | $0.00 | -18.0% | Feb 7, 2025 |
| ETNEaton Corp plc | Industrials | $29.24K | 9.3% | -10.0% | 1 | 1 | 0 | $32.50K | $0.00 | -8.2% | Feb 7, 2025 |
| BABoeing Co | Industrials | $23.70K | 7.5% | -27.1% | 1 | 1 | 0 | $32.50K | $0.00 | -28.5% | Feb 7, 2025 |
| CATCaterpillar Inc | Industrials | $22.10K | 7.0% | -32.0% | 1 | 1 | 0 | $32.50K | $0.00 | +43.4% | Feb 7, 2025 |
| LMTLockheed Martin Corp | Industrials | $9.89K | 3.1% | +23.7% | 1 | 1 | 0 | $8.00K | $0.00 | +19.5% | Feb 7, 2025 |
| BACBank Of America Corp /De/ | Financial Services | $7.96K | 2.5% | -0.6% | 1 | 1 | 0 | $32.50K | $0.00 | -20.6% | Feb 7, 2025 |
| FSSLFS Specialty Lending Fund | Financial Services | Closed | – | – | 2 | 1 | 1 | $8.00K | $32.50K | – | Jun 1, 2026 |
| XOMExxonMobil Holdings Corp | Energy | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | +39.9% | Feb 7, 2025 |
| UAUnder Armour, Inc. | Consumer Discretionary | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -49.5% | Feb 10, 2026 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AMZNAmazon.com, Inc. - Common Stock | Joint | Buy | $1K–$15K | Feb 7, 2025 | Jun 3, 2026 | 481d late | +7.2% | -18.0% | |
| FSSLFS Specialty Lending Fund Common Shares of Beneficial Interest | Joint | Sell | $15K–$50K | Jun 1, 2026 | Jun 3, 2026 | 2d | -1.4% | -0.5% | |
| JJacobs Solutions Inc. Common Stock | Joint | Buy | $15K–$50K | Feb 7, 2025 | Jun 3, 2026 | 481d late | +20.9% | -4.3% | |
| LHXL3Harris Technologies, Inc. Common Stock | Joint | Buy | $15K–$50K | Feb 7, 2025 | Jun 3, 2026 | 481d late | +35.3% | +10.1% | |
| LMTLockheed Martin Corporation Common Stock | Joint | Buy | $1K–$15K | Feb 7, 2025 | Jun 3, 2026 | 481d late | +44.7% | +19.5% | |
| UAUnder Armour, Inc. Class C Common Stock | Joint | Buy | $1K–$15K | Feb 7, 2025 | Jun 3, 2026 | 481d late | -24.3% | -49.5% | |
| UAUnder Armour, Inc. Class C Common Stock | Joint | Sell | $1K–$15K | Feb 10, 2026 | Jun 3, 2026 | 113d late | -25.9% | -34.6% | |
| WFCWells Fargo & Company Common Stock | Joint | Buy | $15K–$50K | Feb 7, 2025 | Jun 3, 2026 | 481d late | +6.5% | -18.7% | |
| AAPLApple Inc. - Common Stock | Joint | Buy | $15K–$50K | Feb 7, 2025 | Jun 3, 2026 | 481d late | +48.6% | +23.4% | |
| BACBank of America Corporation Common Stock | Joint | Buy | $15K–$50K | Feb 7, 2025 | Jun 3, 2026 | 481d late | +4.6% | -20.6% | |
| BABoeing Company | Joint | Buy | $15K–$50K | Feb 7, 2025 | Jun 3, 2026 | 481d late | -3.3% | -28.5% | |
| CATCaterpillar, Inc. Common Stock | Joint | Buy | $15K–$50K | Feb 7, 2025 | Jun 3, 2026 | 481d late | +68.6% | +43.4% | |
| CVXChevron Corporation Common Stock | Joint | Buy | $15K–$50K | Feb 7, 2025 | Jun 3, 2026 | 481d late | +49.3% | +24.1% | |
| ETNEaton Corporation, PLC Ordinary Shares | Joint | Buy | $15K–$50K | Feb 7, 2025 | Jun 3, 2026 | 481d late | +17.0% | -8.2% | |
| XOMExxon Mobil Corporation Common Stock | Joint | Buy | $15K–$50K | Feb 7, 2025 | Jun 3, 2026 | 481d late | +65.1% | +39.9% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Tim Walberg (R-MI-5), a current Republican member of the House, has disclosed 16 trades since 2025: 14 purchases worth about $357.01K and 2 sales worth about $40.50K, in 14 stocks. Most traded: FSSL, UA, AAPL. As a portfolio, their stock holdings and trades returned -57.8% from May 2016, against +267.2% for the S&P 500. Trades took a median 481 days to be disclosed; 15 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Tim Walberg still holds 11 stocks; the largest are J (about $48.55K), CVX (about $39.82K), WFC (about $37.97K), AAPL (about $36.79K), LHX (about $29.72K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned -57.8% from May 2016 to November 2026, against +267.2% for the S&P 500, with a largest fall of -84.3%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 481 days to be disclosed. 15 of 16 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.