We're trimming a health-care stock into strength and raising our price target

We are selling 50 shares of Cardinal Health at roughly $235. Following the trade, Jim Cramer's Charitable Trust will own 375 shares of CAH, decreasing its weighting in the portfolio to 2.25% from 2.50%. Health care is the best-performing sector this week, and we're seeing those gains play out across our three positions in the group: Cardinal Health, Johnson & Johnson , and Eli Lilly . That strength has prompted us to trim our position in Cardinal Health — one of the three major distributors of drugs and medical supplies in the United States — which has rallied 6% this week and 20% this month, reaching a new all-time high on Thursday. It's been a remarkable turnaround for a name we started to buy a little too high and a little too fast when the Iran war broke out. But we battled the position and averaged down as the stock slid throughout March and picked up more shares in early May after an undeserved post-earnings drop. With this position flipping from a heavy loss to solidly positive territory, we are letting go of more shares because we do not want to give up some of these gains. We'll only realize a small gain of about 1% on the stock we bought in early March. As with our earlier trim of Corning , we'll use this sale as an opportunity to raise our price target on Cardinal Health to $245 from $225, which is roughly in line with the consensus analyst target, according to FactSet. (Jim Cramer's Charitable Trust is long CAH. …