Jim Cramer's Charitable Trust Sells 75 Shares of Qnity Electronics at Record Highs
Taking profits after 64% gain as semiconductor stocks surge; Qnity ranks 14th best S&P 500 performer this year
L'essentiel
- Jim Cramer's Charitable Trust sold 75 shares of Qnity Electronics at approximately $145, reducing its position to 850 shares and decreasing portfolio weight from 3.55% to 3.25%.
- The sale locks in a 64% gain on stock purchased in August 2023.
- Qnity Electronics, spun out of DuPont in November 2025, has rallied 78% this year, ranking as the 14th best S&P 500 performer, while the semiconductor sector has surged 42% since late March.
Résumé généré par IA
Pourquoi c'est important
Jim Cramer's Charitable Trust has been invested in Qnity Electronics since August 2023, purchasing the stock after it spun out of DuPont in November 2025. The semiconductor sector has been the market's strongest performer since late March, with the Philadelphia Semiconductor Index up 42%. Qnity has kept pace with a 36% rally over the same period and a 78% gain year-to-date, ranking as the 14th best S&P 500 performer.
Jim Cramer's Charitable Trust is selling 75 shares of Qnity Electronics at roughly $145. Following the trade, Jim Cramer's Charitable Trust will own 850 shares of Qnity, decreasing its weight in the portfolio to 3.25% from 3.55%. We're ringing the register as Qnity surges to new record highs.
Semiconductors have been the strongest cohort in the market since the end of March, with the Philadelphia Semiconductor Sector index up about 42% since March 30. Qnity Electronics, the leading pure-play provider of materials and chemicals for the semiconductor industry, has kept pace with the group, rallying 36% over the same time span. Qnity's 78% gain this year ranks as the 14th best performer in the S & P 500, one spot ahead of GE Vernova.
These two companies share a similar bond: both have skyrocketed since their spin-offs from their parent companies. Qnity was spun out of DuPont in November 2025, while GE Vernova came out of GE in April 2024. The success of these two spins is why we're such big fans of industrial breakups. Honeywell on Thursday moved up its timeline for separating its aerospace business, a positive update that offset the sting of a soft earnings report.
We're pleased to see Qnity gain recognition in the market as a critical supplier to the semiconductor and electronics industry, but we're taking profits because the stock has gone parabolic since the Iran war de-escalated. It's rallied about 30% since our previous sale in February, and we don't want to be too greedy.
Qnity is scheduled to report its first-quarter earnings on May 12 after the closing bell. From this sale, we will realize a gain of 64% on the stock purchased in August 2023.
(Jim Cramer's Charitable Trust is long Q. See here for a full list of the stocks.)
À surveiller
Perspective IA — des possibilités, pas des certitudes
Qnity Electronics will report Q1 earnings on May 12 after market close
Très probable · En quelques semaines
Questions ouvertes
- What will Qnity's Q1 earnings report show on May 12?
- How will the portfolio be rebalanced after this sale?
- What other positions might Cramer add to replace Qnity weight?
