Jim Cramer's Charitable Trust sold 50 shares of Cardinal Health at roughly $251, cutting its stake to 425 shares and its portfolio weight to 2.75% from 3%, and downgraded the stock to a hold-equivalent 2 rating after its rally above $250. The trust realized a gain of about 9% on shares bought in March 2026. The proceeds funded a purchase of 75 shares of Bank of New York at roughly $138, lifting its holding to 675 shares and its weighting to 2.35% from 2.1%. BNY reported revenue of $5.7 billion and EPS of $2.37, versus estimates of $5.5 billion and $2.27, beating on fee-based revenue and net interest income while costs ran slightly higher. The trust cited BNY's 29% return on tangible common equity and cleaner results than State Street's disappointing report as reasons to keep adding to the position.
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