Jim Cramer’s Charitable Trust is making a small portfolio shift, selling 75 shares of Procter & Gamble at about $153.11 apiece and using the cash to buy 50 shares of Honeywell Aerospace at roughly $238.53, according to the report.
After the trades, the trust will hold 300 shares of Procter & Gamble, cutting that position’s portfolio weight to about 1.15% from around 1.45%. The Honeywell Aerospace stake will rise to 270 shares, lifting its weighting to about 1.65% from roughly 1.35%.
Why the move was made
The report said Procter & Gamble was trimmed after its shares moved higher during a broader market rotation away from artificial intelligence winners. The stock had been added late last year as a defensive holding that could help offset weakness when investors grew concerned about AI-related valuations.
Honeywell Aerospace, which was recently spun out, is being added to on the view that it may be better positioned to create shareholder value as a standalone company. The trust had already said it wanted to increase the position eventually, but preferred to wait for a pullback after the stock had climbed sharply. A late-session reversal on Monday gave the portfolio a lower entry point. The sale of Procter & Gamble is expected to generate a small gain of about 3% on shares bought in November 2025.
Source: cnbc.com
