Honeywell Stock Adjustments and Future Plans
The Jim Cramer Charitable Trust plans to sell 40 shares of Honeywell stock, which is valued at about $213. Following Wednesday’s trading, the trust now holds 410 shares of Honeywell (HON), reducing its stake from roughly 2.5% to 2.25%. This shift comes after Honeywell’s stock had a notable rebound from a market selloff earlier this week.
Notably, shares of Honeywell, known for its aerospace and industrial automation sectors, climbed over 1% after the announcement of an upcoming IPO for Quantinium, a quantum computing company where Honeywell owns a considerable interest. This IPO is viewed positively by Honeywell investors, as it suggests the company will be able to capitalize on assets that are likely worth more publicly than privately. Additionally, this move simplifies Honeywell’s overall narrative, which is encouraging.
The company also plans to separate its aerospace division from its automation segment later this year. While Honeywell faced challenges in 2025, its stock has surprisingly shown strength this month. Since the year’s start, it has risen by around 9%, as the market appears to be favoring sectors with less reliance on artificial intelligence. This trend is also reflected in the performance of DuPont and Dover as 2026 begins.
We’re making the most of the positive momentum surrounding Honeywell by trimming our holdings—selling back half of the shares we bought in November for under $200. We’ve downgraded our rating on Honeywell to a hold, now sitting at a rating of 2. This transaction will yield an approximately 20% gain on shares purchased in September 2022. Furthermore, it boosts the portfolio’s cash position to around 9%, which should provide a buffer against potential market volatility in the upcoming weeks and financial year.
Recently, we also exited a small position in Solstice Advanced Materials, a company spun off by Honeywell last year. I’m still interested in monitoring Solstice, especially since it saw an uptick in 2026. So, I’ve put it on hold after selling.
As part of Jim Cramer’s CNBC Investing Club, trade alerts are issued before any stock transactions occur. After alerting the club, Jim waits 45 minutes before executing trades in the charitable trust’s portfolio. Additionally, if a stock is mentioned on CNBC, he allows a 72-hour window before trading occurs. The information provided by the investment club is governed by our Terms of Use and Privacy Policy, and no specific outcomes are guaranteed.
