We're making a disciplined sale as the market becomes increasingly overbought

Skip NavigationMarketsBusinessInvestingTechPoliticsVideoWatchlistInvesting ClubPROLivestreamMenuWe are selling 25 shares of Boeing at roughly $224.78. Following the trade, Jim Cramer's Charitable Trust will own 560 shares of BA, decreasing its weight in the portfolio to 3.4% from about 3.57%. We're selling some shares of Boeing now that the stock has largely recovered from its recent pullback. We bought twice during the March sell-off, picking up 25 shares at slightly below $215 and another 25 shares three days later at roughly $200. That translates to an average gain of 8.5% based on the stock's current levels. To be sure, we still believe that bigger gains are ahead as deliveries ramp up and free cash flow generation improves over the next few years. This trim is primarily a matter of discipline. In news Tuesday, Boeing shares moved slightly higher after announcing it delivered a total of 143 commercial airplanes in the first quarter. That's up from 130 deliveries in the first quarter of 2025. By program, the company delivered 114 narrow-body 737s; 15 wide-body 787s; eight long-range workhorse 777s; and six 767s, which see use in the air-freight market . Notably, Boeing out-delivered its main competitor in Airbus, which delivered 114 aircraft in the quarter. Boeing's results would have been even better if not for a short-term wiring issue at one of its facilities that pushed out roughly 10 deliveries of 737s into the second quarter. This small delay did not result in management changing its guidance of around 500 aircrafts for the year. Our trim on Tuesday is also in discipline with the S & P Short Range Oscillator , which ended Monday deeply in overbought territory at plus 7%. In essence, we were buyers of Boeing at much lower prices when the Oscillator was minus 7%, and now we're trading around the position with the Oscillator above 7%. Finally, we recognize we got too greedy on Boeing when the stock rallied to $250 ahead of earnings in January. With another quarter on the horizon on April 22, we refuse to make that same mistake twice. Accordingly, we're downgrading our rating to a 2. We're taking off some higher-priced stock with this trim, realizing a small loss of about 2% on shares purchased in September 2025. (Jim Cramer's Charitable Trust is long BA. 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.We're pocketing gains in this rallying chipmaker to right-size the positionJeff MarksWe're trimming our stake in an AI winner to take advantage of great pricesJeff MarksWe're exiting our position in a drug stock and initiating a stake in a more attractive rivalJeff MarksRead More