We’re selling 40 shares of Honeywell at roughly $213. Following Wednesday’s trade, Jim Cramer’s Charitable Trust will own 410 shares of HON, decreasing its weighting to 2.25% from about 2.5%. We’re peeling off some Honeywell shares, which were bucking Wednesday’s broader market decline. The stock of the aerospace and industrial automation giant rose more than 1% after announcing plans to pursue an initial public offering for Quantinuum, the quantum computing company in which it owns a significant stake. We view this announcement as a positive incremental step for Honeywell investors. An IPO means Honeywell would monetize an asset that could be worth more in the public markets than its current value embedded in Honeywell. It also makes Honeywell even more of a simplified story, which we appreciate. Later this year, the company is expected to separate its aerospace business from automation. Honeywell was a major disappointment in 2025, but the stock has quietly put together a good month. Shares gained about 9% to start the year as the market has rotated back into left-behind industrials that don’t have much AI exposure. It’s also why DuPont and Dover have been stronger performers to start 2026. HON 1Y mountain Honeywell 1 year With Honeywell sentiment improving, we are capitalizing on this quick burst by trimming the position, selling back half the shares we picked up in November under $200. We are also downgrading the stock to our hold-equivalent 2 rating . From this sale, we will realize a gain of about 20% on shares purchased in September 2022. Lastly, this sale will bring the portfolio’s cash position up to about 9%, which will give us a nice buffer in case market volatility picks up over the next few weeks and in earnings season. Last week, we exited our extremely small position in Solstice Advanced Materials , which Honeywell spun off last year. We still want to keep a close eye on Solstice, which has rallied in 2026, so we put it in the Bullpen after the sale. (Jim Cramer’s Charitable Trust is long HON. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
