Congress Holdings

All members

Tim Walberg

U.S. Representative, Michigan district 5 (MI05)

Latest disclosure June 3, 2026: Periodic transaction report, filing 20034660.

Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.

Holdings

From Annual report (FD Original) for 2025, filing 10076315.

As of May 13, 2026, the date it was filed.

Source Original filing (PDF, House Clerk)

Sorted by the lower bound of the disclosed value band, largest band first.

TickerAssetOwnerValue bandSource
AMZN Amazon.com, Inc. - Common Stock (AMZN) ST Joint $15,001 - $50,000 p. 1
AAPL Apple Inc. - Common Stock (AAPL) ST Joint $15,001 - $50,000 p. 1
BA Boeing Company (BA) ST Joint $15,001 - $50,000 p. 1
CAT Caterpillar, Inc. Common Stock (CAT) ST Joint $15,001 - $50,000 p. 1
CVX Chevron Corporation Common Stock (CVX) ST Joint $15,001 - $50,000 p. 1
ETN Eaton Corporation, PLC Ordinary Shares (ETN) ST Joint $15,001 - $50,000 p. 2
FSDAX Fidelity Select Defense & Aerospace (FSDAX) MF Joint $15,001 - $50,000 p. 2
SDVY First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) EF Joint $15,001 - $50,000 p. 2
BUFD FT Vest Laddered Deep Buffer ETF (BUFD) EF Joint $15,001 - $50,000 p. 2
QQQM Invesco NASDAQ 100 ETF (QQQM) EF Joint $15,001 - $50,000 p. 2
J Jacobs Solutions Inc. Common Stock (J) ST Joint $15,001 - $50,000 p. 2
LHX L3Harris Technologies, Inc. Common Stock (LHX) ST Joint $15,001 - $50,000 p. 2
MFEIX MFS Growth Fund Class I (MFEIX) MF Joint $15,001 - $50,000 p. 2
WFC Wells Fargo & Company Common Stock (WFC) ST Joint $15,001 - $50,000 p. 2
BAC Bank of America Corporation Common Stock (BAC) ST Joint $1,001 - $15,000 p. 1
FSSL FS Specialty Lending Fund Common Shares of Beneficial Interest (FSSL) ST Joint $1,001 - $15,000 p. 2
LMT Lockheed Martin Corporation Common Stock (LMT) ST Joint $1,001 - $15,000 p. 2

5 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.

2 row(s) on this report give no value band (for example “Undetermined”) and are left out.

Transactions

Every row on this member's periodic transaction reports filed in 2025 and 2026.

Sorted by the lower bound of the disclosed amount band, largest band first, then by transaction date, newest first. Each row links to the page of the filing it came from.

TickerAssetOwnerTypeTransaction dateAmount bandFiled
FSSL FS Specialty Lending Fund Common Shares of Beneficial Interest (FSSL) ST Joint S June 1, 2026 $15,001 - $50,000 June 3, 2026
filing 20034660, p. 2
AAPL Apple Inc. - Common Stock (AAPL) ST Joint P February 7, 2025 $15,001 - $50,000 June 3, 2026
filing 20034660, p. 1
BAC Bank of America Corporation Common Stock (BAC) ST Joint P February 7, 2025 $15,001 - $50,000 June 3, 2026
filing 20034660, p. 1
BA Boeing Company (BA) ST Joint P February 7, 2025 $15,001 - $50,000 June 3, 2026
filing 20034660, p. 1
CAT Caterpillar, Inc. Common Stock (CAT) ST Joint P February 7, 2025 $15,001 - $50,000 June 3, 2026
filing 20034660, p. 1
CVX Chevron Corporation Common Stock (CVX) ST Joint P February 7, 2025 $15,001 - $50,000 June 3, 2026
filing 20034660, p. 1
ETN Eaton Corporation, PLC Ordinary Shares (ETN) ST Joint P February 7, 2025 $15,001 - $50,000 June 3, 2026
filing 20034660, p. 1
XOM Exxon Mobil Corporation Common Stock (XOM) ST Joint P February 7, 2025 $15,001 - $50,000 June 3, 2026
filing 20034660, p. 1
J Jacobs Solutions Inc. Common Stock (J) ST Joint P February 7, 2025 $15,001 - $50,000 June 3, 2026
filing 20034660, p. 2
LHX L3Harris Technologies, Inc. Common Stock (LHX) ST Joint P February 7, 2025 $15,001 - $50,000 June 3, 2026
filing 20034660, p. 2
WFC Wells Fargo & Company Common Stock (WFC) ST Joint P February 7, 2025 $15,001 - $50,000 June 3, 2026
filing 20034660, p. 2
UA Under Armour, Inc. Class C Common Stock (UA) ST Joint S February 10, 2026 $1,001 - $15,000 June 3, 2026
filing 20034660, p. 2
AMZN Amazon.com, Inc. - Common Stock (AMZN) ST Joint P February 7, 2025 $1,001 - $15,000 June 3, 2026
filing 20034660, p. 1
FSSL FS Specialty Lending Fund Common Shares of Beneficial Interest (FSSL) ST Joint P February 7, 2025 $1,001 - $15,000 June 3, 2026
filing 20034660, p. 2
LMT Lockheed Martin Corporation Common Stock (LMT) ST Joint P February 7, 2025 $1,001 - $15,000 June 3, 2026
filing 20034660, p. 2
UA Under Armour, Inc. Class C Common Stock (UA) ST Joint P February 7, 2025 $1,001 - $15,000 June 3, 2026
filing 20034660, p. 2

Type is printed as on the filing: P purchase, S sale, S (partial) partial sale, E exchange. Owner as on the filing: Spouse (SP), Joint (JT), Dependent child (DC); blank means the member.

Filings on record

Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.

Discussion

About this member's disclosures. Anyone can read. Posting needs an account with a confirmed email. Plain text only; links are not accepted. A post reported by 3 people is hidden until a moderator reviews it.

No posts yet.

Posting opens once account sign-up is live. Log in if you already have a confirmed account.