Cramer trust trims P&G and adds to Honeywell Aerospace stake

Jim Cramer’s Charitable Trust sold 75 shares of Procter & Gamble at about $153.11 and bought 50 shares of Honeywell Aerospace at about $238.53, according to CNBC Investing Club. The trades shift portfolio exposure after a Tuesday market rotation in which Procter & Gamble rose more than 2% while the technology sector fell almost 3%, the club said.

After the transactions, the trust will hold 300 shares of Procter & Gamble, reducing that position’s portfolio weighting to about 1.15% from about 1.45%. It will hold 270 shares of Honeywell Aerospace, lifting that position’s weighting to about 1.65% from about 1.35%, according to the club.

Portfolio weighting measures how much of the total portfolio value is tied to a particular holding. In practice, reducing a weighting can lower the influence of one stock on overall performance, while adding to another position increases its impact on future gains or losses.

Procter & Gamble used as a defensive holding

CNBC Investing Club said the Procter & Gamble sale took advantage of a rally in the stock as investors moved away from artificial intelligence-related winners. The club added the consumer products company to the trust late last year with the view that it could serve as a hedge during periods of concern about AI infrastructure spending and technology valuations.

That role was evident on Tuesday, according to the club, as Procter & Gamble advanced while the technology sector declined. The club said the company could become more than a hedge if it shows further evidence of renewed revenue growth under new Chief Executive Shailesh Jejurikar.

Until that happens, CNBC Investing Club said it plans to use rallies to reduce the position. The sale will produce a gain of about 3% on Procter & Gamble shares acquired in November 2025, according to the club.

Honeywell Aerospace position increased after pullback

The proceeds were directed toward Honeywell Aerospace, a newly separated company from Honeywell. CNBC Investing Club said its investment case is that the aerospace business may be better placed to create shareholder value as a standalone company.

The club had said on Monday’s Homestretch program that it wanted to add to what was then a small Honeywell Aerospace position, while also noting that near-term price movement required caution. After the shares climbed by $30 over several days, the club said it preferred to wait for weakness before buying.

That opportunity followed a late reversal on Monday, when Honeywell Aerospace shares moved from $251 to $237 during the final hour of trading, according to CNBC Investing Club. The subsequent purchase increased the trust’s holding to 270 shares.

CNBC Investing Club disclosed that Jim Cramer’s Charitable Trust is long Procter & Gamble and Honeywell Aerospace. The club also said subscribers receive trade alerts before Cramer acts for the trust, with a 45-minute waiting period after an alert and a 72-hour waiting period when a stock has been discussed on CNBC TV.

This story draws on original reporting from CNBC.