Robert J. Wittman portfolio
Robert J. Wittman has represented VA's 1st district in the House since 2007. Committee seats: Natural Resources (Vice Chair), Armed Services, Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party. Robert J. Wittman has disclosed 286 trades (155 purchases, 124 sales); the latest was on Jun 30, 2026. Over the past year the disclosed stock holdings returned +5.5%, against +11.9% for the S&P 500.
Est. value $699K across 49 stocks and ETFs, marked to the latest close
| Investment | Est. holding value | Last transaction | Total bought | Avg. cost | Since filed | Current price | Trades |
|---|---|---|---|---|---|---|---|
| AXPP american Express Company | $46K | Oct 16, 2020Purchase | $2K–30K2 purchases | $113.09 | +180.49% | $326.47 | 2 |
| XOMMorgan Stanley Exxon Mobil Corporation | $45K | Apr 20, 2023Purchase | $2K–30K2 purchases | $64.33 | +149.62% | $181.75 | 2 |
| SCHWCharles schwab Corporation | $33K | Oct 16, 2020Purchase | $2K–30K2 purchases | $43.13 | +89.14% | $89.72 | 2 |
| IWBiShares Russell 1000 ETF | $31K | Jun 16, 2022Purchase | $2K–30K2 purchases | $216.88 | +82.74% | $419.74 | 2 |
| AVGOP broadcom Inc. | $28K | Jun 13, 2023Sale (partial) | $1K–15K1 purchase | $45.51 | +712.54% | $343.20 | 2 |
| MSIP Motorola Solutions, Inc. | $28K | Jun 22, 2020Purchase | $1K–15K1 purchase | $141.13 | +272.80% | $488.66 | 1 |
| COSTP Costco Wholesale Corporation | $26K | Jul 2, 2020Purchase | $1K–15K1 purchase | $305.74 | +171.17% | $989.71 | 1 |
| CVXMorgan Stanley Chevron Corporation | $24K | Sep 15, 2015Purchase | $1K–15K1 purchase | $77.17 | +154.27% | $230.67 | 1 |
| PMPhilip Morris International Inc | $23K | Jan 22, 2019Purchase | $1K–15K1 purchase | $72.81 | +167.72% | $205.42 | 3 |
| GMMorgan Stanley general Motors Company | $22K | Sep 15, 2015Purchase | $1K–15K1 purchase | $30.99 | +154.29% | $84.73 | 1 |
| ACNary Shares | $20K | Apr 21, 2023Sale (partial) | $2K–30K2 purchases | $142.56 | +57.84% | $242.63 | 3 |
| NEEMorgan Stanley NextEra Energy, Inc. | $20K | Dec 14, 2021Sale (partial) | $1K–15K1 purchase | $24.06 | +219.61% | $82.46 | 2 |
| WECMorgan Stanley WEC Energy group, Inc. | $19K | Sep 15, 2015Purchase | $1K–15K1 purchase | $48.27 | +117.91% | $115.49 | 1 |
| TJXTJX Companies, Inc. | $19K | Jul 15, 2022Purchase | $3K–45K3 purchases | $64.72 | +109.61% | $141.00 | 5 |
| UNPn | $17K | Jul 27, 2023Sale (partial) | $1K–15K1 purchase | $87.98 | +218.42% | $300.14 | 2 |
| XLESelect Sector | $17K | Jan 28, 2022Purchase | $1K–15K1 purchase | $32.82 | +93.84% | $68.24 | 1 |
| ANTMP anthem, Inc. | $16K | Oct 16, 2020Purchase | $2K–30K2 purchases | $289.29 | — | — | 2 |
| SHYGiShares 0-5 Year High Yield Corporate Bond ETF | $16K | Jun 16, 2022Purchase | $2K–30K2 purchases | $42.05 | -1.72% | $41.35 | 2 |
| MAP Mastercard Incorporated | $15K | Dec 7, 2022Purchase | $2K–30K2 purchases | $353.99 | +78.10% | $638.42 | 3 |
| WFCMorgan Stanley Wells Fargo & Company | $13K | Sep 15, 2015Purchase | $1K–15K1 purchase | $53.47 | +61.47% | $85.08 | 1 |
| CLMorgan Stanley Colgate-Palmolive Company | $12K | Sep 15, 2015Purchase | $1K–15K1 purchase | $62.43 | +38.53% | $92.22 | 1 |
| PEPMorgan Stanley Pepsico, Inc. | $12K | Sep 15, 2015Purchase | $1K–15K1 purchase | $92.06 | +35.53% | $133.20 | 1 |
| FLGBETF | $11K | Jan 28, 2022Purchase | $1K–15K1 purchase | $25.69 | +40.10% | $36.74 | 1 |
| NVOMorgan Stanley Novo Nordisk a/S | $11K | Sep 15, 2015Purchase | $1K–15K1 purchase | $28.06 | +43.97% | $38.72 | 1 |
| IEURiShares Core MSCI Europe ETF | $11K | Jan 28, 2022Purchase | $1K–15K1 purchase | $55.29 | +34.27% | $74.70 | 1 |
| HDMorgan Stanley Home depot, Inc. | $10K | Jul 2, 2020Purchase | $1K–15K1 purchase | $248.50 | +14.98% | $324.93 | 1 |
| SPGIS&P Global Inc. | $10K | Jun 13, 2023Purchase | $1K–15K1 purchase | $369.50 | +32.36% | $457.58 | 1 |
| TMorgan Stanley aT&T Inc. | $9K | Dec 16, 2021Purchase | $1K–15K1 purchase | $17.91 | +6.44% | $21.14 | 3 |
| RIORio Tinto Plc | $9K | Mar 29, 2022Purchase | $1K–15K1 purchase | $78.38 | +6.32% | $85.35 | 1 |
| PGProcter & Gamble Company | $8K | Jul 31, 2023Purchase | $1K–15K1 purchase | $156.30 | +9.02% | $159.02 | 1 |
| AMTAmerican Tower Corporation | $8K | Sep 7, 2023Purchase | $1K–15K1 purchase | $182.55 | +15.19% | $183.65 | 1 |
| KMI.WKinder Morgan, Inc. Warrants Expiring 2017 | $8K | Mar 8, 2022Purchase | $1K–15K1 purchase | No data | — | — | 1 |
| FBClass A | $8K | Jan 28, 2022Purchase | $1K–15K1 purchase | No data | — | $45.80 | 1 |
| WRK.VEx-distribution When Issued | $8K | Dec 16, 2021Purchase | $1K–15K1 purchase | No data | — | — | 1 |
| CONEP CyrusOne Inc | $8K | Sep 30, 2021Purchase | $1K–15K1 purchase | $77.41 | — | — | 1 |
| EMCMorgan Stanley EMC Corporation | $8K | Sep 7, 2016Exchange | $1K–15K1 purchase | No data | — | $34.55 | 2 |
| ACEMorgan Stanley ace limited | $8K | Sep 15, 2015Purchase | $1K–15K1 purchase | No data | — | — | 1 |
| NLSNinary Shares | $8K | Sep 15, 2015Purchase | $1K–15K1 purchase | $46.55 | — | — | 1 |
| MMCMMC | $8K | Sep 15, 2015Purchase | $1K–15K1 purchase | $54.61 | — | — | 1 |
| DFSServices | $8K | Sep 15, 2015Purchase | $1K–15K1 purchase | $52.90 | — | — | 1 |
| ABTP abbott laboratories | $8K | Jul 15, 2022Purchase | $2K–30K2 purchases | $114.13 | -5.84% | $103.65 | 5 |
| TLHiShares 10-20 Year Treasury Bond ETF | $7K | Jun 16, 2022Purchase | $1K–15K1 purchase | $117.61 | -19.08% | $95.67 | 1 |
| CMCSAP Comcast Corporation - Cl ass a | $5K | Dec 7, 2022Purchase | $1K–15K1 purchase | $32.45 | -36.84% | $21.89 | 3 |
| TLTiShares 20+ Year Treasury Bond ETF | $5K | Mar 29, 2022Purchase | $1K–15K1 purchase | $130.74 | -34.84% | $81.53 | 1 |
| MCDP McDonald's Corporation | $4K | Dec 21, 2022Sale (partial) | $1K–15K1 purchase | $177.04 | +45.40% | $255.05 | 2 |
| MMorgan Stanley Macy's Inc | $3K | Sep 15, 2015Purchase | $1K–15K1 purchase | $57.17 | -51.54% | $24.46 | 1 |
| ZTSZoetis Inc. Class A | $3K | Jul 21, 2023Purchase | $1K–15K1 purchase | $183.51 | -55.05% | $78.21 | 1 |
| VFCMorgan Stanley V.F. Corporation | $2K | Sep 15, 2015Purchase | $1K–15K1 purchase | $66.82 | -73.27% | $18.01 | 1 |
| WHRMorgan Stanley Whirlpool Corporation | $1K | Sep 15, 2015Purchase | $1K–15K1 purchase | $167.46 | -81.36% | $28.83 | 1 |
Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 29, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.