Jim Cramer's Charitable Trust is selling its remaining 118 shares of Arm Holdings for approximately $303.46 per share, exiting the position entirely. The sale aims to secure a 75% gain on the stock, purchased in April, amid concerns about the AI buildout trade and increased supply in the semiconductor market.
Jim Cramer's Charitable Trust plans to buy 120 shares of Intel (INTC) at approximately $124 each, increasing its portfolio weighting to 2.7%. This move follows a 14% drop in Intel shares last week, with Cramer's team remaining bullish on long-term demand and the foundry business.
Jim Cramer's Charitable Trust is selling 50 shares of Corning (GLW), reducing its portfolio weighting. The stock has surged over 200% year-to-date, prompting a trim to lock in profits.
Jim Cramer's Charitable Trust sold 50 shares of Cardinal Health (CAH) at approximately $235, reducing its portfolio weighting to 2.25%. The move follows CAH's 6% weekly rally to an all-time high, allowing the Trust to secure gains and raise its price target.
Jim Cramer's Charitable Trust is increasing its Intel holding to 2.5% by buying 280 shares, anticipating strong growth driven by AI and foundry services. The trust sees a shift in CPU/GPU ratios favoring CPUs in AI servers and views Intel as a key alternative to TSMC for chip manufacturing.
Jim Cramer's Charitable Trust increased its stake in Capital One by buying 65 shares at approximately $193.81, raising its portfolio weight to 3.25%. This move is influenced by falling oil prices and a positive analyst report from Baird, which highlights Capital One's attractive valuation and earnings flexibility.
Jim Cramer's Charitable Trust is selling 200 shares of Dover (DOV) at approximately $214 per share, reducing its portfolio weighting to 2%. The move aims to raise cash for future investments in FedEx and FedEx Freight, despite Dover's AI-related businesses. The trust expects to realize a 20% gain on the Dover shares purchased in 2024.
Jim Cramer's Charitable Trust is buying 400 shares of Intel (INTC) at approximately $114, citing a focus on the CPU renaissance in data centers and its growing foundry business. The trust sees the recent pullback as a buying opportunity.
Jim Cramer's Charitable Trust is selling 50 shares of Corning (GLW) and 275 shares of Wells Fargo (WFC). The sales aim to take profits after significant rallies in both stocks.
Jim Cramer's Charitable Trust is selling 40 shares of Broadcom (AVGO), reducing its stake to 3.75% after the stock's significant rise. This move follows Alphabet's announcement of an $80 billion equity raise to fund AI infrastructure, a key area for Broadcom.
Jim Cramer's Charitable Trust is buying 100 shares of FedEx (FDX) at $370, initiating a position due to the company's turnaround under CEO Raj Subramaniam. The trust highlights FedEx's focus on high-margin B2B and B2C verticals, cost-cutting initiatives, and the upcoming spin-off of FedEx Freight.
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.
