We're trimming a big winner and buying the dip in a stock that shouldn't be down

We are making two trades Wednesday: Selling 15 shares of Goldman Sachs at roughly $938 each, which leaves Jim Cramer's Charitable Trust with 170 shares of GS, decreasing its weight in the portfolio to 4.15% from 4.5% Buying 65 shares of Johnson & Johnson at roughly $223, which brings the Trust's JNJ ownership to 290 shares, increasing its weight in the portfolio to 1.7% from 1.3% Goldman Sachs We're locking in big profits on our Goldman Sachs position as shares of the investment banking giant continue climbing back toward the highs reached earlier this year. The stock has moved a leg higher since we last trimmed the position after its weighting crossed above 5% in the portfolio. We're taking advantage of this latest move to further pare the position back. From this sale, we will realize a gain of about 67% on stock purchased in December 2024. Johnson & Johnson Healthcare stocks have become completely out of favor in this AI-driven market, but we're willing to be patient with high-quality companies that consistently beat earnings estimates and raise their annual outlooks. As frustrating as the group has become to own, when the market mostly only has eyes for AI and data center related names, the fact is that all three of our healthcare positions delivered bottom-line beats this earnings season and raised their full-year outlooks, giving us increased confidence in their fundamentals. Only Eli Lilly generated a positive reaction to the quarter. …